BMD
Better Money Decisions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
2,967
+14
| +0.5% | +$4.06K | 0.52% | 36 |
|
|
2025
Q1 | $724K | Sell |
2,953
-582
| -16% | -$143K | 0.48% | 37 |
|
|
2024
Q4 | $847K | Buy |
3,535
+491
| +16% | +$118K | 0.59% | 31 |
|
|
2024
Q3 | $642K | Buy |
3,044
+211
| +7% | +$44.5K | 0.46% | 36 |
|
|
2024
Q2 | $573K | Sell |
2,833
-215
| -7% | -$43.5K | 0.43% | 36 |
|
|
2024
Q1 | $611K | Buy |
3,048
+1,345
| +79% | +$269K | 0.48% | 34 |
|
|
2023
Q4 | $290K | Buy |
1,703
+93
| +6% | +$15.8K | 0.24% | 51 |
|
|
2023
Q3 | $233K | Hold |
1,610
| – | – | 0.21% | 54 |
|
|
2023
Q2 | $234K | Buy |
1,610
+31
| +2% | +$4.51K | 0.19% | 58 |
|
|
2023
Q1 | $206K | Hold |
1,579
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $212K | Buy |
+1,579
| New | +$212K | 0.18% | 62 |
|
|
2022
Q3 | – | Sell |
-1,484
| Closed | -$167K | – | 250 |
|
|
2022
Q2 | $167K | Sell |
1,484
-74
| -5% | -$8.33K | 0.14% | 61 |
|
|
2022
Q1 | $212K | Sell |
1,558
-1
| -0.1% | -$136 | 0.2% | 58 |
|
|
2021
Q4 | $247K | Sell |
1,559
-594
| -28% | -$94.1K | 0.21% | 56 |
|
|
2021
Q3 | $352K | Buy |
2,153
+12
| +0.6% | +$1.96K | 0.29% | 49 |
|
|
2021
Q2 | $333K | Buy |
2,141
+11
| +0.5% | +$1.71K | 0.3% | 49 |
|
|
2021
Q1 | $324K | Buy |
+2,130
| New | +$324K | 0.33% | 45 |
|