DHK 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 | $850K | Buy |
2,931
+39
| +1% | +$11.3K | 0.49% | 42 |
|
|
2025
Q1 | $709K | Sell |
2,892
-2,335
| -45% | -$573K | 0.39% | 47 |
|
|
2024
Q4 | $1.25M | Buy |
5,227
+2,325
| +80% | +$557K | 0.76% | 32 |
|
|
2024
Q3 | $612K | Buy |
2,902
+12
| +0.4% | +$2.53K | 0.38% | 44 |
|
|
2024
Q2 | $585K | Buy |
+2,890
| New | +$585K | 0.41% | 42 |
|