Carr 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 | $1.71M | Sell |
5,901
-156
| -3% | -$45.2K | 0.5% | 37 |
|
|
2025
Q1 | $1.49M | Buy |
6,057
+413
| +7% | +$101K | 0.49% | 42 |
|
|
2024
Q4 | $1.35M | Sell |
5,644
-117
| -2% | -$28K | 0.42% | 48 |
|
|
2024
Q3 | $1.21M | Sell |
5,761
-21
| -0.4% | -$4.43K | 0.36% | 53 |
|
|
2024
Q2 | $1.17M | Sell |
5,782
-576
| -9% | -$117K | 0.37% | 52 |
|
|
2024
Q1 | $1.27M | Buy |
6,358
+2,137
| +51% | +$428K | 0.42% | 45 |
|
|
2023
Q4 | $718K | Hold |
4,221
| – | – | 0.27% | 65 |
|
|
2023
Q3 | $604K | Buy |
4,221
+206
| +5% | +$29.5K | 0.24% | 73 |
|
|
2023
Q2 | $584K | Sell |
4,015
-326
| -8% | -$47.4K | 0.23% | 78 |
|
|
2023
Q1 | $566K | Buy |
4,341
+199
| +5% | +$25.9K | 0.25% | 78 |
|
|
2022
Q4 | $555K | Buy |
+4,142
| New | +$555K | 0.29% | 74 |
|