Clifford 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 | $1.6M | Sell |
5,512
-225
| -4% | -$65.2K | 1.31% | 15 |
|
|
2025
Q1 | $1.41M | Buy |
5,737
+46
| +0.8% | +$11.3K | 1.31% | 15 |
|
|
2024
Q4 | $1.36M | Sell |
5,691
-3
| -0.1% | -$719 | 1.04% | 19 |
|
|
2024
Q3 | $1.2M | Sell |
5,694
-80
| -1% | -$16.9K | 0.93% | 20 |
|
|
2024
Q2 | $1.17M | Sell |
5,774
-99
| -2% | -$20K | 0.94% | 19 |
|
|
2024
Q1 | $1.18M | Sell |
5,873
-83
| -1% | -$16.6K | 0.97% | 20 |
|
|
2023
Q4 | $1.01M | Buy |
5,956
+31
| +0.5% | +$5.27K | 0.94% | 20 |
|
|
2023
Q3 | $859K | Sell |
5,925
-1,021
| -15% | -$148K | 0.93% | 23 |
|
|
2023
Q2 | $1.01M | Buy |
6,946
+770
| +12% | +$112K | 1.09% | 18 |
|
|
2023
Q1 | $805K | Buy |
6,176
+208
| +3% | +$27.1K | 0.98% | 18 |
|
|
2022
Q4 | $800K | Buy |
+5,968
| New | +$800K | 1% | 20 |
|