CFO4Life Group’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 | $2.2M | Sell |
7,488
-2,241
| -23% | -$680K | 0.34% | 50 |
|
|
2025
Q4 | $3.13M | Buy |
9,729
+45
| +0.5% | +$13.9K | 0.45% | 44 |
|
|
2025
Q3 | $3.05M | Buy |
9,684
+92
| +1% | +$27.4K | 0.44% | 45 |
|
|
2025
Q2 | $2.78M | Sell |
9,592
-393
| -4% | -$100K | 0.43% | 44 |
|
|
2025
Q1 | $2.45M | Sell |
9,985
-294
| -3% | -$75K | 0.41% | 44 |
|
|
2024
Q4 | $2.46M | Buy |
10,279
+217
| +2% | +$50.5K | 0.43% | 39 |
|
|
2024
Q3 | $2.12M | Buy |
10,062
+118
| +1% | +$24.9K | 0.38% | 40 |
|
|
2024
Q2 | $2.01M | Sell |
9,944
-97
| -1% | -$19K | 0.38% | 40 |
|
|
2024
Q1 | $2.01M | Buy |
10,041
+922
| +10% | +$166K | 0.37% | 40 |
|
|
2023
Q4 | $1.55M | Buy |
9,119
+41
| +0.5% | +$6.21K | 0.3% | 48 |
|
|
2023
Q3 | $1.32M | Sell |
9,078
-237
| -3% | -$35.5K | 0.3% | 46 |
|
|
2023
Q2 | $1.35M | Buy |
9,315
+611
| +7% | +$84K | 0.29% | 44 |
|
|
2023
Q1 | $1.13M | Buy |
8,704
+244
| +3% | +$33.4K | 0.26% | 49 |
|
|
2022
Q4 | $1.13M | Buy |
8,460
+2,578
| +44% | +$327K | 0.24% | 58 |
|
|
2022
Q3 | $615K | Sell |
5,882
-245
| -4% | -$28.1K | 0.16% | 69 |
|
|
2022
Q2 | $685K | Buy |
6,127
+30
| +0.5% | +$3.72K | 0.17% | 64 |
|
|
2022
Q1 | $831K | Sell |
6,097
-5,007
| -45% | -$739K | 0.17% | 61 |
|
|
2021
Q4 | $1.76M | Buy |
11,104
+1,227
| +12% | +$202K | 0.36% | 40 |
|
|
2021
Q3 | $1.62M | Buy |
9,877
+1,515
| +18% | +$238K | 0.38% | 39 |
|
|
2021
Q2 | $1.3M | Buy |
8,362
+168
| +2% | +$26.4K | 0.3% | 42 |
|
|
2021
Q1 | $1.25M | Sell |
8,194
-1,398
| -15% | -$201K | 0.31% | 42 |
|
|
2020
Q4 | $1.22M | Buy |
9,592
+270
| +3% | +$30.2K | 0.35% | 41 |
|
|
2020
Q3 | $897K | Buy |
9,322
+1,257
| +16% | +$123K | 0.3% | 42 |
|
|
2020
Q2 | $759K | Buy |
8,065
+147
| +2% | +$13.9K | 0.29% | 46 |
|
|
2020
Q1 | $713K | Sell |
7,918
-267
| -3% | -$32.4K | 0.38% | 37 |
|
|
2019
Q4 | $1.14M | Buy |
8,185
+138
| +2% | +$17.7K | 0.48% | 37 |
|
|
2019
Q3 | $947K | Sell |
8,047
-583
| -7% | -$65.9K | 0.42% | 38 |
|
|
2019
Q2 | $965K | Sell |
8,630
-5,964
| -41% | -$658K | 0.44% | 39 |
|
|
2019
Q1 | $1.48M | Buy |
14,594
+127
| +0.9% | +$13.1K | 0.69% | 35 |
|
|
2018
Q4 | $1.41M | Buy |
14,467
+1,756
| +14% | +$187K | 0.62% | 37 |
|
|
2018
Q3 | $1.43M | Sell |
12,711
-207
| -2% | -$23.5K | 0.64% | 36 |
|
|
2018
Q2 | $1.35M | Buy |
12,918
+44
| +0.3% | +$4.83K | 0.56% | 36 |
|
|
2018
Q1 | $1.42M | Buy |
12,874
+862
| +7% | +$97.6K | 1.2% | 11 |
|
|
2017
Q4 | $1.28M | Sell |
12,012
-311
| -3% | -$31.5K | 1.01% | 13 |
|
|
2017
Q3 | $1.18M | Buy |
12,323
+763
| +7% | +$70.4K | 0.95% | 13 |
|
|
2017
Q2 | $1.06M | Buy |
11,560
+3,717
| +47% | +$321K | 0.97% | 12 |
|
|
2017
Q1 | $689K | Buy |
+7,843
| New | +$692K | 0.63% | 23 |
|
Other funds holding JPM
VCM
VPM
