Blackston Financial Advisory Group’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 | $1.36M | Buy |
4,701
+1
| +0% | +$290 | 0.62% | 30 |
|
|
2025
Q1 | $1.15M | Buy |
4,700
+416
| +10% | +$102K | 0.59% | 27 |
|
|
2024
Q4 | $1.03M | Buy |
4,284
+79
| +2% | +$18.9K | 0.51% | 30 |
|
|
2024
Q3 | $887K | Sell |
4,205
-880
| -17% | -$186K | 0.46% | 33 |
|
|
2024
Q2 | $1.03M | Buy |
5,085
+3,997
| +367% | +$808K | 0.58% | 24 |
|
|
2024
Q1 | $218K | Sell |
1,088
-1,272
| -54% | -$255K | 0.14% | 58 |
|
|
2023
Q4 | $401K | Sell |
2,360
-115
| -5% | -$19.6K | 0.25% | 53 |
|
|
2023
Q3 | $359K | Buy |
2,475
+183
| +8% | +$26.5K | 0.25% | 54 |
|
|
2023
Q2 | $333K | Sell |
2,292
-193
| -8% | -$28K | 0.24% | 62 |
|
|
2023
Q1 | $324K | Buy |
2,485
+123
| +5% | +$16K | 0.24% | 73 |
|
|
2022
Q4 | $317K | Buy |
2,362
+72
| +3% | +$9.66K | 0.23% | 72 |
|
|
2022
Q3 | $288K | Buy |
+2,290
| New | +$288K | 0.2% | 71 |
|
|
2022
Q2 | – | Sell |
-2,681
| Closed | -$439K | – | 101 |
|
|
2022
Q1 | $439K | Sell |
2,681
-22
| -0.8% | -$3.6K | 0.29% | 46 |
|
|
2021
Q4 | $428K | Buy |
+2,703
| New | +$428K | 0.25% | 47 |
|