DecisionPoint Financial’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 | $184K | Buy |
634
+24
| +4% | +$6.97K | 0.05% | 46 |
|
|
2025
Q1 | $150K | Hold |
610
| – | – | 0.04% | 45 |
|
|
2024
Q4 | $146K | Hold |
610
| – | – | 0.04% | 43 |
|
|
2024
Q3 | $129K | Hold |
610
| – | – | 0.04% | 45 |
|
|
2024
Q2 | $130K | Hold |
610
| – | – | 0.04% | 45 |
|
|
2024
Q1 | $118K | Hold |
610
| – | – | 0.05% | 45 |
|
|
2023
Q4 | $104K | Sell |
610
-12
| -2% | -$2.04K | 0.04% | 45 |
|
|
2023
Q3 | $90.2K | Buy |
622
+12
| +2% | +$1.74K | 0.05% | 40 |
|
|
2023
Q2 | $88.7K | Sell |
610
-23
| -4% | -$3.35K | 0.05% | 42 |
|
|
2023
Q1 | $82.5K | Buy |
633
+23
| +4% | +$3K | 0.05% | 43 |
|
|
2022
Q4 | $81.8K | Buy |
+610
| New | +$81.8K | 0.05% | 40 |
|