CFP
Curran Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
1,295
+211
| +19% | +$61.1K | 0.08% | 92 |
|
|
2025
Q1 | $266K | Buy |
+1,084
| New | +$266K | 0.07% | 83 |
|
|
2022
Q4 | – | Sell |
-2,299
| Closed | -$240K | – | 68 |
|
|
2022
Q3 | $240K | Sell |
2,299
-105
| -4% | -$11K | 0.12% | 58 |
|
|
2022
Q2 | $271K | Buy |
2,404
+11
| +0.5% | +$1.24K | 0.13% | 52 |
|
|
2022
Q1 | $326K | Buy |
2,393
+1
| +0% | +$136 | 0.13% | 62 |
|
|
2021
Q4 | $379K | Buy |
+2,392
| New | +$379K | 0.16% | 54 |
|