Collective Family Office’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 | $995K | Sell |
3,431
-498
| -13% | -$144K | 0.26% | 77 |
|
|
2025
Q1 | $964K | Sell |
3,929
-266
| -6% | -$65.3K | 0.26% | 72 |
|
|
2024
Q4 | $1.01M | Sell |
4,195
-43
| -1% | -$10.3K | 0.28% | 74 |
|
|
2024
Q3 | $894K | Sell |
4,238
-451
| -10% | -$95.1K | 0.24% | 82 |
|
|
2024
Q2 | $948K | Buy |
4,689
+975
| +26% | +$197K | 0.28% | 79 |
|
|
2024
Q1 | $744K | Buy |
3,714
+327
| +10% | +$65.5K | 0.24% | 86 |
|
|
2023
Q4 | $576K | Sell |
3,387
-125
| -4% | -$21.3K | 0.2% | 96 |
|
|
2023
Q3 | $509K | Sell |
3,512
-44
| -1% | -$6.38K | 0.2% | 101 |
|
|
2023
Q2 | $517K | Sell |
3,556
-119
| -3% | -$17.3K | 0.2% | 99 |
|
|
2023
Q1 | $479K | Sell |
3,675
-1,369
| -27% | -$178K | 0.2% | 101 |
|
|
2022
Q4 | $676K | Sell |
5,044
-373
| -7% | -$50K | 0.3% | 76 |
|
|
2022
Q3 | $566K | Sell |
5,417
-3,396
| -39% | -$355K | 0.28% | 88 |
|
|
2022
Q2 | $992K | Sell |
8,813
-64
| -0.7% | -$7.2K | 0.43% | 68 |
|
|
2022
Q1 | $1.21M | Buy |
8,877
+1,310
| +17% | +$179K | 0.46% | 58 |
|
|
2021
Q4 | $1.2M | Buy |
7,567
+369
| +5% | +$58.4K | 0.47% | 61 |
|
|
2021
Q3 | $1.18M | Buy |
7,198
+51
| +0.7% | +$8.35K | 0.51% | 53 |
|
|
2021
Q2 | $1.11M | Buy |
7,147
+2
| +0% | +$311 | 0.48% | 59 |
|
|
2021
Q1 | $1.09M | Buy |
7,145
+573
| +9% | +$87.3K | 0.53% | 51 |
|
|
2020
Q4 | $835K | Buy |
+6,572
| New | +$835K | 0.46% | 64 |
|