Center for Financial Planning’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.11M	Buy	17,355 +11	+0.1%	+$3.34K	0.53%	17
2025 Q4	$5.59M	Buy	17,344 +73	+0.4%	+$22.6K	0.58%	16
2025 Q3	$5.45M	Buy	17,271 +260	+2%	+$77.3K	0.58%	15
2025 Q2	$4.93M	Sell	17,011 -243	-1%	-$62K	0.57%	15
2025 Q1	$4.23M	Buy	17,254 +379	+2%	+$96.6K	0.54%	14
2024 Q4	$4.05M	Sell	16,875 -536	-3%	-$125K	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%	+$7.04K	0.53%	15
2024 Q1	$3.61M	Buy	18,017 +521	+3%	+$94K	0.54%	15
2023 Q4	$2.98M	Buy	17,496 +42	+0.2%	+$6.37K	0.55%	16
2023 Q3	$2.53M	Buy	17,454 +739	+4%	+$111K	0.55%	15
2023 Q2	$2.43M	Buy	16,715 +59	+0.4%	+$8.12K	0.51%	19
2023 Q1	$2.17M	Sell	16,656 -548	-3%	-$75.1K	0.5%	21
2022 Q4	$2.31M	Buy	17,204 +167	+1%	+$21.2K	0.56%	18
2022 Q3	$1.78M	Buy	17,037 +92	+0.5%	+$10.6K	0.48%	23
2022 Q2	$1.91M	Buy	16,945 +43	+0.3%	+$5.33K	0.48%	22
2022 Q1	$2.3M	Sell	16,902 -548	-3%	-$80.9K	0.47%	22
2021 Q4	$2.76M	Buy	17,450 +161	+0.9%	+$26.4K	0.57%	16
2021 Q3	$2.83M	Buy	17,289 +285	+2%	+$44.7K	0.69%	14
2021 Q2	$2.65M	Sell	17,004 -47	-0.3%	-$7.38K	0.65%	13
2021 Q1	$2.6M	Sell	17,051 -381	-2%	-$54.8K	0.68%	14
2020 Q4	$2.21M	Buy	17,432 +370	+2%	+$41.4K	0.63%	15
2020 Q3	$1.64M	Buy	17,062 +269	+2%	+$26.4K	0.53%	20
2020 Q2	$1.58M	Buy	16,793 +757	+5%	+$71.8K	0.55%	18
2020 Q1	$1.44M	Sell	16,036 -740	-4%	-$89.9K	0.49%	19
2019 Q4	$2.34M	Buy	+16,776	New	+$2.15M	0.59%	12