Buttonwood Financial Advisors’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 | $999K | Sell |
3,447
-931
| -21% | -$270K | 0.4% | 47 |
|
|
2025
Q1 | $1.07M | Sell |
4,378
-229
| -5% | -$56.2K | 0.47% | 41 |
|
|
2024
Q4 | $1.1M | Sell |
4,607
-508
| -10% | -$122K | 0.49% | 44 |
|
|
2024
Q3 | $1.08M | Sell |
5,115
-123
| -2% | -$25.9K | 0.47% | 46 |
|
|
2024
Q2 | $1.06M | Sell |
5,238
-596
| -10% | -$121K | 0.5% | 47 |
|
|
2024
Q1 | $1.17M | Sell |
5,834
-62
| -1% | -$12.4K | 0.55% | 46 |
|
|
2023
Q4 | $1M | Sell |
5,896
-98
| -2% | -$16.7K | 0.55% | 47 |
|
|
2023
Q3 | $869K | Buy |
5,994
+92
| +2% | +$13.3K | 0.55% | 48 |
|
|
2023
Q2 | $858K | Buy |
5,902
+558
| +10% | +$81.2K | 0.54% | 47 |
|
|
2023
Q1 | $696K | Buy |
5,344
+1
| +0% | +$130 | 0.54% | 46 |
|
|
2022
Q4 | $716K | Sell |
5,343
-314
| -6% | -$42.1K | 0.6% | 46 |
|
|
2022
Q3 | $619K | Sell |
5,657
-164
| -3% | -$17.9K | 0.56% | 45 |
|
|
2022
Q2 | $655K | Buy |
5,821
+2,381
| +69% | +$268K | 0.59% | 43 |
|
|
2022
Q1 | $469K | Buy |
3,440
+1,752
| +104% | +$239K | 0.42% | 46 |
|
|
2021
Q4 | $267K | Buy |
+1,688
| New | +$267K | 0.26% | 46 |
|