Clayton Financial 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 | – | Sell |
-2,914
| Closed | -$715K | – | 73 |
|
|
2025
Q1 | $715K | Sell |
2,914
-195
| -6% | -$47.8K | 0.26% | 57 |
|
|
2024
Q4 | $745K | Buy |
3,109
+155
| +5% | +$37.2K | 0.27% | 54 |
|
|
2024
Q3 | $623K | Buy |
2,954
+599
| +25% | +$126K | 0.23% | 62 |
|
|
2024
Q2 | $472K | Hold |
2,355
| – | – | 0.2% | 61 |
|
|
2024
Q1 | $472K | Buy |
+2,355
| New | +$472K | 0.21% | 59 |
|