CFFP
Center for Financial Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
17,011
-243
| -1% | -$70.4K | 0.57% | 15 |
|
|
2025
Q1 | $4.23M | Buy |
17,254
+379
| +2% | +$93K | 0.54% | 14 |
|
|
2024
Q4 | $4.05M | Sell |
16,875
-536
| -3% | -$128K | 0.54% | 14 |
|
|
2024
Q3 | $3.67M | Sell |
17,411
-642
| -4% | -$135K | 0.5% | 14 |
|
|
2024
Q2 | $3.65M | Buy |
18,053
+36
| +0.2% | +$7.28K | 0.53% | 15 |
|
|
2024
Q1 | $3.61M | Buy |
18,017
+521
| +3% | +$104K | 0.54% | 15 |
|
|
2023
Q4 | $2.98M | Buy |
17,496
+42
| +0.2% | +$7.14K | 0.55% | 16 |
|
|
2023
Q3 | $2.53M | Buy |
17,454
+739
| +4% | +$107K | 0.55% | 15 |
|
|
2023
Q2 | $2.43M | Buy |
16,715
+59
| +0.4% | +$8.58K | 0.51% | 19 |
|
|
2023
Q1 | $2.17M | Sell |
16,656
-548
| -3% | -$71.4K | 0.5% | 21 |
|
|
2022
Q4 | $2.31M | Buy |
17,204
+167
| +1% | +$22.4K | 0.56% | 18 |
|
|
2022
Q3 | $1.78M | Buy |
17,037
+92
| +0.5% | +$9.61K | 0.48% | 23 |
|
|
2022
Q2 | $1.91M | Buy |
16,945
+43
| +0.3% | +$4.84K | 0.48% | 22 |
|
|
2022
Q1 | $2.3M | Sell |
16,902
-548
| -3% | -$74.7K | 0.47% | 22 |
|
|
2021
Q4 | $2.76M | Buy |
17,450
+161
| +0.9% | +$25.5K | 0.57% | 16 |
|
|
2021
Q3 | $2.83M | Buy |
17,289
+285
| +2% | +$46.7K | 0.69% | 14 |
|
|
2021
Q2 | $2.65M | Sell |
17,004
-47
| -0.3% | -$7.31K | 0.65% | 13 |
|
|
2021
Q1 | $2.6M | Sell |
17,051
-381
| -2% | -$58K | 0.68% | 14 |
|
|
2020
Q4 | $2.22M | Buy |
17,432
+370
| +2% | +$47K | 0.63% | 15 |
|
|
2020
Q3 | $1.64M | Buy |
17,062
+269
| +2% | +$25.9K | 0.53% | 20 |
|
|
2020
Q2 | $1.58M | Buy |
16,793
+757
| +5% | +$71.2K | 0.55% | 18 |
|
|
2020
Q1 | $1.44M | Sell |
16,036
-740
| -4% | -$66.6K | 0.49% | 19 |
|
|
2019
Q4 | $2.34M | Buy |
+16,776
| New | +$2.34M | 0.59% | 12 |
|