DFA
Davies Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
2,680
-59
| -2% | -$17.1K | 0.6% | 34 |
|
|
2025
Q1 | $672K | Sell |
2,739
-5
| -0.2% | -$1.23K | 0.57% | 38 |
|
|
2024
Q4 | $658K | Sell |
2,744
-442
| -14% | -$106K | 0.56% | 38 |
|
|
2024
Q3 | $672K | Sell |
3,186
-54
| -2% | -$11.4K | 0.59% | 38 |
|
|
2024
Q2 | $655K | Buy |
3,240
+381
| +13% | +$77.1K | 0.61% | 38 |
|
|
2024
Q1 | $573K | Buy |
+2,859
| New | +$573K | 0.58% | 34 |
|