Butensky & Cohen Financial Security’s JPMorgan Chase JPM Stock Holding History

Butensky & Cohen Financial Security’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.39M	Sell	22,035 -1,014	-4%	-$294K	1.9%	4
2025 Q1	$5.65M	Sell	23,049 -1,905	-8%	-$467K	1.73%	12
2024 Q4	$5.98M	Sell	24,954 -1,279	-5%	-$307K	1.88%	5
2024 Q3	$5.53M	Sell	26,233 -756	-3%	-$159K	1.64%	12
2024 Q2	$5.46M	Sell	26,989 -890	-3%	-$180K	1.74%	8
2024 Q1	$5.58M	Sell	27,879 -2,845	-9%	-$570K	1.74%	1
2023 Q4	$5.23M	Buy	30,724 +183	+0.6%	+$31.1K	1.74%	5
2023 Q3	$4.43M	Buy	30,541 +611	+2%	+$88.6K	1.61%	16
2023 Q2	$4.35M	Sell	29,930 -836	-3%	-$122K	1.57%	19
2023 Q1	$4.01M	Sell	30,766 -566	-2%	-$73.8K	1.45%	36
2022 Q4	$4.2M	Buy	31,332 +314	+1%	+$42.1K	1.55%	29
2022 Q3	$3.24M	Buy	31,018 +6,363	+26%	+$665K	1.35%	35
2022 Q2	$2.78M	Buy	24,655 +1,504	+6%	+$169K	1.14%	51
2022 Q1	$3.16M	Buy	23,151 +390	+2%	+$53.2K	1.11%	53
2021 Q4	$3.6M	Sell	22,761 -227	-1%	-$35.9K	1.29%	41
2021 Q3	$3.76M	Buy	22,988 +21	+0.1%	+$3.44K	1.5%	15
2021 Q2	$3.57M	Sell	22,967 -264	-1%	-$41.1K	1.42%	31
2021 Q1	$3.54M	Sell	23,231 -5,556	-19%	-$846K	1.46%	27
2020 Q4	$3.66M	Sell	28,787 -634	-2%	-$80.6K	1.66%	4
2020 Q3	$2.83M	Buy	29,421 +2,797	+11%	+$269K	1.5%	26
2020 Q2	$2.5M	Buy	26,624 +13,606	+105%	+$1.28M	1.43%	32
2020 Q1	$1.17M	Buy	13,018 +11,460	+736%	+$1.03M	0.88%	59
2019 Q4	$217K	Buy	+1,558	New	+$217K	0.12%	90
2017 Q3	–	Sell	-705	Closed	-$64K	–	101
2017 Q2	$64K	Hold	705	–	–	0.06%	79
2017 Q1	$62K	Hold	705	–	–	0.06%	80
2016 Q4	$61K	Hold	705	–	–	0.06%	78
2016 Q3	$47K	Hold	705	–	–	0.05%	78
2016 Q2	$44K	Hold	705	–	–	0.04%	77
2016 Q1	$42K	Sell	705 -116	-14%	-$6.91K	0.04%	77
2015 Q4	$54K	Hold	821	–	–	0.05%	77
2015 Q3	$50K	Buy	821 +116	+16%	+$7.07K	0.05%	77
2015 Q2	$48K	Buy	705 +205	+41%	+$14K	0.05%	78
2015 Q1	$30K	Hold	500	–	–	0.03%	86
2014 Q4	$31K	Buy	+500	New	+$31K	0.03%	85