CFM
Comprehensive Financial Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
1,053
| – | – | 0.01% | 40 |
|
|
2025
Q1 | $258K | Hold |
1,053
| – | – | 0.01% | 36 |
|
|
2024
Q4 | $252K | Hold |
1,053
| – | – | 0.01% | 37 |
|
|
2024
Q3 | $222K | Hold |
1,053
| – | – | 0.01% | 39 |
|
|
2024
Q2 | $213K | Hold |
1,053
| – | – | 0.01% | 41 |
|
|
2024
Q1 | $211K | Buy |
+1,053
| New | +$211K | 0.01% | 38 |
|