Bouchey Financial 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 | $2.52M | Buy |
8,696
+174
| +2% | +$50.4K | 0.21% | 32 |
|
|
2025
Q1 | $2.09M | Buy |
8,522
+100
| +1% | +$24.5K | 0.19% | 35 |
|
|
2024
Q4 | $2.02M | Buy |
8,422
+57
| +0.7% | +$13.7K | 0.18% | 35 |
|
|
2024
Q3 | $1.76M | Buy |
8,365
+111
| +1% | +$23.4K | 0.16% | 36 |
|
|
2024
Q2 | $1.67M | Sell |
8,254
-110
| -1% | -$22.2K | 0.16% | 37 |
|
|
2024
Q1 | $1.68M | Sell |
8,364
-64
| -0.8% | -$12.8K | 0.16% | 38 |
|
|
2023
Q4 | $1.43M | Sell |
8,428
-307
| -4% | -$52.2K | 0.15% | 41 |
|
|
2023
Q3 | $1.27M | Buy |
8,735
+905
| +12% | +$131K | 0.16% | 38 |
|
|
2023
Q2 | $1.14M | Sell |
7,830
-471
| -6% | -$68.5K | 0.14% | 39 |
|
|
2023
Q1 | $1.08M | Buy |
8,301
+164
| +2% | +$21.4K | 0.14% | 40 |
|
|
2022
Q4 | $1.09M | Hold |
8,137
| – | – | 0.16% | 38 |
|
|
2022
Q3 | $850K | Buy |
8,137
+2
| +0% | +$209 | 0.12% | 43 |
|
|
2022
Q2 | $916K | Buy |
8,135
+2
| +0% | +$225 | 0.15% | 38 |
|
|
2022
Q1 | $1.11M | Sell |
8,133
-240
| -3% | -$32.7K | 0.15% | 36 |
|
|
2021
Q4 | $1.33M | Buy |
8,373
+1,041
| +14% | +$165K | 0.18% | 38 |
|
|
2021
Q3 | $1.2M | Buy |
7,332
+1,195
| +19% | +$196K | 0.17% | 38 |
|
|
2021
Q2 | $954K | Sell |
6,137
-51
| -0.8% | -$7.93K | 0.15% | 34 |
|
|
2021
Q1 | $942K | Buy |
6,188
+985
| +19% | +$150K | 0.15% | 35 |
|
|
2020
Q4 | $661K | Hold |
5,203
| – | – | 0.11% | 39 |
|
|
2020
Q3 | $501K | Buy |
5,203
+170
| +3% | +$16.4K | 0.1% | 41 |
|
|
2020
Q2 | $473K | Buy |
5,033
+158
| +3% | +$14.8K | 0.1% | 41 |
|
|
2020
Q1 | $439K | Sell |
4,875
-43
| -0.9% | -$3.87K | 0.12% | 41 |
|
|
2019
Q4 | $686K | Buy |
4,918
+43
| +0.9% | +$6K | 0.16% | 44 |
|
|
2019
Q3 | $574K | Hold |
4,875
| – | – | 0.14% | 45 |
|
|
2019
Q2 | $545K | Hold |
4,875
| – | – | 0.13% | 44 |
|
|
2019
Q1 | $493K | Hold |
4,875
| – | – | 0.12% | 47 |
|
|
2018
Q4 | $476K | Buy |
4,875
+1,750
| +56% | +$171K | 0.14% | 44 |
|
|
2018
Q3 | $353K | Sell |
3,125
-173
| -5% | -$19.5K | 0.09% | 52 |
|
|
2018
Q2 | $344K | Hold |
3,298
| – | – | 0.09% | 49 |
|
|
2018
Q1 | $363K | Sell |
3,298
-774
| -19% | -$85.2K | 0.1% | 47 |
|
|
2017
Q4 | $435K | Buy |
+4,072
| New | +$435K | 0.13% | 51 |
|