Bill Few Associates’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 | $9.52M | Sell |
32,844
-491
| -1% | -$142K | 2.7% | 6 |
|
|
2025
Q1 | $8.18M | Sell |
33,335
-283
| -0.8% | -$69.4K | 2.92% | 4 |
|
|
2024
Q4 | $8.06M | Sell |
33,618
-372
| -1% | -$89.2K | 2.83% | 4 |
|
|
2024
Q3 | $7.17M | Buy |
33,990
+25
| +0.1% | +$5.27K | 2.54% | 5 |
|
|
2024
Q2 | $6.87M | Sell |
33,965
-918
| -3% | -$186K | 2.64% | 5 |
|
|
2024
Q1 | $6.99M | Buy |
34,883
+974
| +3% | +$195K | 2.83% | 4 |
|
|
2023
Q4 | $5.77M | Buy |
33,909
+311
| +0.9% | +$52.9K | 2.63% | 4 |
|
|
2023
Q3 | $4.87M | Buy |
33,598
+810
| +2% | +$117K | 2.55% | 9 |
|
|
2023
Q2 | $4.77M | Buy |
32,788
+91
| +0.3% | +$13.2K | 2.46% | 7 |
|
|
2023
Q1 | $4.26M | Buy |
32,697
+936
| +3% | +$122K | 2.37% | 7 |
|
|
2022
Q4 | $4.26M | Sell |
31,761
-685
| -2% | -$91.9K | 2.52% | 9 |
|
|
2022
Q3 | $3.39M | Buy |
32,446
+185
| +0.6% | +$19.3K | 2.29% | 13 |
|
|
2022
Q2 | $3.63M | Buy |
32,261
+693
| +2% | +$78K | 2.32% | 14 |
|
|
2022
Q1 | $4.3M | Buy |
31,568
+316
| +1% | +$43.1K | 2.34% | 9 |
|
|
2021
Q4 | $4.95M | Buy |
+31,252
| New | +$4.95M | 2.56% | 9 |
|