AIFG Consultants’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 | $452K | Buy |
1,560
+387
| +33% | +$112K | 0.88% | 31 |
|
|
2025
Q1 | $288K | Hold |
1,173
| – | – | 0.47% | 44 |
|
|
2024
Q4 | $281K | Sell |
1,173
-2
| -0.2% | -$479 | 0.46% | 42 |
|
|
2024
Q3 | $248K | Buy |
1,175
+2
| +0.2% | +$422 | 0.19% | 43 |
|
|
2024
Q2 | $237K | Buy |
1,173
+13
| +1% | +$2.63K | 0.18% | 42 |
|
|
2024
Q1 | $232K | Buy |
+1,160
| New | +$232K | 0.17% | 43 |
|