Continuum Advisory’s JPMorgan Chase JPM Stock Holding History

Continuum Advisory’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.25M	Buy	18,101 +876	+5%	+$254K	0.63%	33
2025 Q1	$4.23M	Sell	17,225 -570	-3%	-$140K	0.54%	36
2024 Q4	$4.27M	Buy	17,795 +264	+2%	+$63.3K	0.55%	32
2024 Q3	$4.24M	Buy	17,531 +293	+2%	+$70.9K	0.54%	32
2024 Q2	$3.49M	Buy	17,238 +161	+0.9%	+$32.6K	0.5%	33
2024 Q1	$3.37M	Sell	17,077 -6,589	-28%	-$1.3M	0.51%	33
2023 Q4	$4.03M	Sell	23,666 -27,945	-54%	-$4.75M	0.57%	33
2023 Q3	$3.66M	Buy	51,611 +326	+0.6%	+$23.1K	0.59%	32
2023 Q2	$3.62M	Buy	51,285 +298	+0.6%	+$21.1K	0.58%	31
2023 Q1	$3.21M	Sell	50,987 -439	-0.9%	-$27.6K	0.54%	37
2022 Q4	$3.36M	Buy	51,426 +1,396	+3%	+$91.3K	0.61%	31
2022 Q3	$2.48M	Buy	50,030 +44	+0.1%	+$2.18K	0.44%	48
2022 Q2	$2.67M	Buy	49,986 +6,384	+15%	+$340K	0.48%	46
2022 Q1	$2.06M	Buy	43,602 +5,107	+13%	+$242K	0.39%	61
2021 Q4	$1.92M	Buy	38,495 +432	+1%	+$21.5K	0.43%	57
2021 Q3	$1.91M	Buy	38,063 +26,815	+238%	+$1.35M	0.51%	47
2021 Q2	$1.75M	Buy	11,248 +5,135	+84%	+$799K	0.54%	42
2021 Q1	$930K	Sell	6,113 -453	-7%	-$68.9K	0.39%	73
2020 Q4	$834K	Buy	6,566 +310	+5%	+$39.4K	0.38%	73
2020 Q3	$607K	Buy	6,256 +935	+18%	+$90.7K	0.33%	74
2020 Q2	$496K	Sell	5,321 -290	-5%	-$27K	0.31%	74
2020 Q1	$473K	Buy	5,611 +681	+14%	+$57.4K	0.32%	75
2019 Q4	$687K	Buy	4,930 +146	+3%	+$20.3K	0.4%	64
2019 Q3	$553K	Buy	4,784 +428	+10%	+$49.5K	0.37%	63
2019 Q2	$495K	Buy	4,356 +161	+4%	+$18.3K	0.34%	69
2019 Q1	$439K	Sell	4,195 -135	-3%	-$14.1K	0.33%	77
2018 Q4	$423K	Buy	4,330 +133	+3%	+$13K	0.31%	85
2018 Q3	$476K	Buy	4,197 +2,111	+101%	+$239K	0.32%	73
2018 Q2	$217K	Sell	2,086 -277	-12%	-$28.8K	0.16%	133
2018 Q1	$260K	Sell	2,363 -2,295	-49%	-$253K	0.22%	112
2017 Q4	$498K	Buy	4,658 +219	+5%	+$23.4K	0.38%	64
2017 Q3	$424K	Buy	4,439 +776	+21%	+$74.1K	0.37%	75
2017 Q2	$335K	Buy	3,663 +890	+32%	+$81.4K	0.33%	98
2017 Q1	$244K	Buy	+2,773	New	+$244K	0.29%	100