CBIZ Investment Advisory 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 | $386K | Sell |
1,333
-33
| -2% | -$9.57K | 0.02% | 37 |
|
|
2025
Q1 | $335K | Buy |
1,366
+115
| +9% | +$28.2K | 0.02% | 39 |
|
|
2024
Q4 | $300K | Sell |
1,251
-73
| -6% | -$17.5K | 0.02% | 42 |
|
|
2024
Q3 | $279K | Buy |
1,324
+154
| +13% | +$32.5K | 0.01% | 43 |
|
|
2024
Q2 | $237K | Buy |
1,170
+1
| +0.1% | +$202 | 0.01% | 44 |
|
|
2024
Q1 | $234K | Buy |
+1,169
| New | +$234K | 0.02% | 43 |
|