American Capital Advisory’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 | $1.04M | Sell |
3,582
-113
| -3% | -$32.8K | 0.52% | 39 |
|
|
2025
Q1 | $906K | Buy |
3,695
+190
| +5% | +$46.6K | 0.49% | 40 |
|
|
2024
Q4 | $840K | Hold |
3,505
| – | – | 0.47% | 46 |
|
|
2024
Q3 | $739K | Sell |
3,505
-1,226
| -26% | -$259K | 0.43% | 49 |
|
|
2024
Q2 | $805K | Buy |
4,731
+668
| +16% | +$114K | 0.57% | 39 |
|
|
2024
Q1 | $529K | Sell |
4,063
-668
| -14% | -$87K | 0.46% | 56 |
|
|
2023
Q4 | $805K | Buy |
+4,731
| New | +$805K | 0.57% | 39 |
|