Advisornet Financial’s JPMorgan Chase JPM Stock Holding History

Advisornet Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.97M	Buy	27,475 +521	+2%	+$151K	0.51%	44
2025 Q1	$6.61M	Sell	26,954 -1,892	-7%	-$464K	0.49%	41
2024 Q4	$6.91M	Sell	28,846 -773	-3%	-$185K	0.58%	37
2024 Q3	$6.25M	Buy	29,619 +1,890	+7%	+$399K	0.47%	41
2024 Q2	$5.61M	Buy	27,729 +829	+3%	+$168K	0.51%	41
2024 Q1	$5.39M	Sell	26,900 -1,730	-6%	-$347K	0.52%	38
2023 Q4	$4.87M	Buy	28,630 +960	+3%	+$163K	0.45%	47
2023 Q3	$4.01M	Sell	27,670 -6,160	-18%	-$893K	0.36%	64
2023 Q2	$4.92M	Sell	33,830 -42	-0.1%	-$6.11K	0.42%	53
2023 Q1	$4.41M	Buy	33,872 +218	+0.6%	+$28.4K	0.4%	57
2022 Q4	$4.51M	Sell	33,654 -1,919	-5%	-$257K	0.44%	51
2022 Q3	$3.72M	Buy	35,573 +760	+2%	+$79.4K	0.37%	64
2022 Q2	$3.92M	Sell	34,813 -4,656	-12%	-$524K	0.39%	61
2022 Q1	$5.38M	Buy	39,469 +2,433	+7%	+$332K	0.34%	60
2021 Q4	$5.87M	Sell	37,036 -1,149	-3%	-$182K	0.36%	62
2021 Q3	$6.25M	Sell	38,185 -3,000	-7%	-$491K	0.44%	50
2021 Q2	$6.41M	Sell	41,185 -1,295	-3%	-$201K	0.42%	53
2021 Q1	$6.47M	Buy	42,480 +5,637	+15%	+$858K	0.46%	45
2020 Q4	$4.68M	Sell	36,843 -133	-0.4%	-$16.9K	0.38%	55
2020 Q3	$3.56M	Buy	36,976 +1,729	+5%	+$166K	0.31%	72
2020 Q2	$3.32M	Buy	35,247 +1,205	+4%	+$113K	0.27%	84
2020 Q1	$3.07M	Buy	34,042 +5,805	+21%	+$523K	0.28%	82
2019 Q4	$3.94M	Sell	28,237 -1,111	-4%	-$155K	0.33%	67
2019 Q3	$3.45M	Buy	29,348 +1,900	+7%	+$224K	0.32%	70
2019 Q2	$3.07M	Buy	27,448 +4,283	+18%	+$479K	0.34%	67
2019 Q1	$2.35M	Buy	23,165 +1,580	+7%	+$160K	0.29%	83
2018 Q4	$2.11M	Sell	21,585 -18,155	-46%	-$1.77M	0.29%	80
2018 Q3	$4.48M	Sell	39,740 -591	-1%	-$66.7K	0.56%	28
2018 Q2	$4.2M	Buy	40,331 +22	+0.1%	+$2.29K	0.57%	29
2018 Q1	$4.43M	Buy	40,309 +382	+1%	+$42K	0.61%	26
2017 Q4	$4.27M	Buy	+39,927	New	+$4.27M	0.65%	25