Briaud Financial Planning’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 | $208K | Buy |
719
+15
| +2% | +$4.34K | 0.08% | 34 |
|
|
2025
Q1 | $172K | Hold |
704
| – | – | 0.07% | 39 |
|
|
2024
Q4 | $168K | Buy |
704
+505
| +254% | +$121K | 0.07% | 34 |
|
|
2024
Q3 | $42K | Hold |
199
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $40K | Sell |
199
-1
| -0.5% | -$201 | 0.02% | 63 |
|
|
2024
Q1 | $41K | Buy |
+200
| New | +$41K | 0.02% | 62 |
|
|
2023
Q4 | – | Sell |
-277
| Closed | -$40K | – | 90 |
|
|
2023
Q3 | $40K | Buy |
+277
| New | +$40K | 0.03% | 63 |
|