Colton Groome Financial Advisors’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 | $1.62M | Buy |
5,603
+107
| +2% | +$31K | 0.55% | 36 |
|
|
2025
Q1 | $1.34M | Sell |
5,496
-530
| -9% | -$130K | 0.52% | 36 |
|
|
2024
Q4 | $1.44M | Buy |
6,026
+278
| +5% | +$66.6K | 0.55% | 39 |
|
|
2024
Q3 | $1.21M | Sell |
5,748
-222
| -4% | -$46.8K | 0.45% | 44 |
|
|
2024
Q2 | $1.21M | Sell |
5,970
-118
| -2% | -$23.9K | 0.48% | 43 |
|
|
2024
Q1 | $1.22M | Sell |
6,088
-510
| -8% | -$102K | 0.49% | 41 |
|
|
2023
Q4 | $1.12M | Buy |
6,598
+970
| +17% | +$165K | 0.49% | 42 |
|
|
2023
Q3 | $816K | Sell |
5,628
-1,257
| -18% | -$182K | 0.41% | 53 |
|
|
2023
Q2 | $1M | Buy |
6,885
+2,195
| +47% | +$319K | 0.47% | 50 |
|
|
2023
Q1 | $611K | Buy |
+4,690
| New | +$611K | 0.29% | 67 |
|
|
2022
Q1 | – | Sell |
-10,005
| Closed | -$1.58M | – | 121 |
|
|
2021
Q4 | $1.58M | Buy |
10,005
+125
| +1% | +$19.8K | 0.64% | 41 |
|
|
2021
Q3 | $1.62M | Sell |
9,880
-45
| -0.5% | -$7.37K | 0.7% | 30 |
|
|
2021
Q2 | $1.54M | Buy |
+9,925
| New | +$1.54M | 0.71% | 32 |
|