Bare Financial Services’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 | $96K | Buy |
331
+106
| +47% | +$30.7K | 0.03% | 54 |
|
|
2025
Q1 | $55.2K | Buy |
225
+22
| +11% | +$5.4K | 0.02% | 60 |
|
|
2024
Q4 | $48.7K | Hold |
203
| – | – | 0.02% | 59 |
|
|
2024
Q3 | $42.8K | Hold |
203
| – | – | 0.02% | 63 |
|
|
2024
Q2 | $43.2K | Hold |
203
| – | – | 0.02% | 63 |
|
|
2024
Q1 | $38.9K | Hold |
203
| – | – | 0.04% | 58 |
|
|
2023
Q4 | $34.5K | Buy |
+203
| New | +$34.5K | 0.07% | 52 |
|