DHJJ Financial Advisors’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 | $539K | Sell |
1,860
-3
| -0.2% | -$870 | 0.19% | 89 |
|
|
2025
Q1 | $457K | Sell |
1,863
-48
| -3% | -$11.8K | 0.18% | 92 |
|
|
2024
Q4 | $458K | Hold |
1,911
| – | – | 0.18% | 95 |
|
|
2024
Q3 | $403K | Sell |
1,911
-1
| -0.1% | -$211 | 0.16% | 110 |
|
|
2024
Q2 | $387K | Sell |
1,912
-5
| -0.3% | -$1.01K | 0.16% | 109 |
|
|
2024
Q1 | $384K | Sell |
1,917
-9
| -0.5% | -$1.8K | 0.17% | 97 |
|
|
2023
Q4 | $328K | Buy |
1,926
+56
| +3% | +$9.53K | 0.15% | 101 |
|
|
2023
Q3 | $271K | Sell |
1,870
-5
| -0.3% | -$725 | 0.14% | 110 |
|
|
2023
Q2 | $273K | Sell |
1,875
-18
| -1% | -$2.62K | 0.14% | 117 |
|
|
2023
Q1 | $247K | Sell |
1,893
-2
| -0.1% | -$261 | 0.13% | 121 |
|
|
2022
Q4 | $254K | Buy |
+1,895
| New | +$254K | 0.15% | 119 |
|
|
2022
Q3 | – | Sell |
-1,898
| Closed | -$214K | – | 131 |
|
|
2022
Q2 | $214K | Buy |
1,898
+3
| +0.2% | +$338 | 0.12% | 125 |
|
|
2022
Q1 | $256K | Sell |
1,895
-8
| -0.4% | -$1.08K | 0.12% | 116 |
|
|
2021
Q4 | $301K | Buy |
1,903
+3
| +0.2% | +$475 | 0.14% | 108 |
|
|
2021
Q3 | $311K | Sell |
1,900
-2
| -0.1% | -$327 | 0.16% | 100 |
|
|
2021
Q2 | $296K | Sell |
1,902
-44
| -2% | -$6.85K | 0.16% | 98 |
|
|
2021
Q1 | $296K | Buy |
1,946
+49
| +3% | +$7.45K | 0.17% | 90 |
|
|
2020
Q4 | $241K | Buy |
+1,897
| New | +$241K | 0.15% | 92 |
|