Advisory Resource Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
1,026
-67
| -6% | -$19.4K | 0.06% | 147 |
|
|
2025
Q1 | $268K | Sell |
1,093
-119
| -10% | -$29.2K | 0.05% | 147 |
|
|
2024
Q4 | $291K | Buy |
1,212
+55
| +5% | +$13.2K | 0.06% | 141 |
|
|
2024
Q3 | $244K | Hold |
1,157
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $234K | Hold |
1,157
| – | – | 0.05% | 144 |
|
|
2024
Q1 | $232K | Buy |
+1,157
| New | +$232K | 0.05% | 148 |
|