Compton 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 | $608K | Hold |
2,098
| – | – | 0.16% | 25 |
|
|
2025
Q1 | $515K | Hold |
2,098
| – | – | 0.15% | 30 |
|
|
2024
Q4 | $503K | Hold |
2,098
| – | – | 0.15% | 16 |
|
|
2024
Q3 | $442K | Hold |
2,098
| – | – | 0.13% | 19 |
|
|
2024
Q2 | $424K | Sell |
2,098
-67
| -3% | -$13.6K | 0.14% | 21 |
|
|
2024
Q1 | $434K | Sell |
2,165
-30
| -1% | -$6.01K | 0.15% | 20 |
|
|
2023
Q4 | $373K | Buy |
2,195
+30
| +1% | +$5.1K | 0.13% | 19 |
|
|
2023
Q3 | $314K | Hold |
2,165
| – | – | 0.12% | 21 |
|
|
2023
Q2 | $315K | Hold |
2,165
| – | – | 0.12% | 21 |
|
|
2023
Q1 | $282K | Buy |
2,165
+67
| +3% | +$8.73K | 0.11% | 22 |
|
|
2022
Q4 | $281K | Hold |
2,098
| – | – | 0.12% | 23 |
|
|
2022
Q3 | $219K | Hold |
2,098
| – | – | 0.1% | 27 |
|
|
2022
Q2 | $236K | Hold |
2,098
| – | – | 0.11% | 29 |
|
|
2022
Q1 | $286K | Hold |
2,098
| – | – | 0.12% | 23 |
|
|
2021
Q4 | $332K | Hold |
2,098
| – | – | 0.14% | 19 |
|
|
2021
Q3 | $343K | Hold |
2,098
| – | – | 0.15% | 18 |
|
|
2021
Q2 | $326K | Hold |
2,098
| – | – | 0.14% | 18 |
|
|
2021
Q1 | $319K | Hold |
2,098
| – | – | 0.15% | 18 |
|
|
2020
Q4 | $293K | Buy |
+2,098
| New | +$293K | 0.14% | 19 |
|