Burkett Financial Services’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 | $909K | Sell |
3,135
-33
| -1% | -$9.57K | 0.33% | 27 |
|
|
2025
Q1 | $777K | Buy |
3,168
+36
| +1% | +$8.83K | 0.32% | 25 |
|
|
2024
Q4 | $751K | Sell |
3,132
-321
| -9% | -$76.9K | 0.31% | 29 |
|
|
2024
Q3 | $728K | Sell |
3,453
-172
| -5% | -$36.3K | 0.3% | 28 |
|
|
2024
Q2 | $733K | Sell |
3,625
-6
| -0.2% | -$1.21K | 0.38% | 25 |
|
|
2024
Q1 | $727K | Sell |
3,631
-3
| -0.1% | -$601 | 0.37% | 24 |
|
|
2023
Q4 | $618K | Buy |
+3,634
| New | +$618K | 0.34% | 26 |
|