Clark Financial Services 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 | $434K | Buy |
1,497
+82
| +6% | +$23.8K | 0.27% | 51 |
|
|
2025
Q1 | $347K | Buy |
1,415
+192
| +16% | +$47.1K | 0.24% | 63 |
|
|
2024
Q4 | $293K | Buy |
1,223
+42
| +4% | +$10.1K | 0.22% | 62 |
|
|
2024
Q3 | $249K | Buy |
+1,181
| New | +$249K | 0.23% | 61 |
|
|
2022
Q1 | $253K | Buy |
1,857
+311
| +20% | +$42.4K | 0.19% | 55 |
|
|
2021
Q4 | $245K | Buy |
+1,546
| New | +$245K | 0.16% | 62 |
|