Ehrlich Financial Group’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 | $961K | Buy |
3,314
+103
| +3% | +$29.9K | 0.62% | 44 |
|
|
2025
Q1 | $788K | Sell |
3,211
-75
| -2% | -$18.4K | 0.57% | 49 |
|
|
2024
Q4 | $788K | Sell |
3,286
-43
| -1% | -$10.3K | 0.56% | 41 |
|
|
2024
Q3 | $702K | Buy |
3,329
+54
| +2% | +$11.4K | 0.5% | 42 |
|
|
2024
Q2 | $662K | Sell |
3,275
-14
| -0.4% | -$2.83K | 0.52% | 40 |
|
|
2024
Q1 | $659K | Sell |
3,289
-85
| -3% | -$17K | 0.55% | 40 |
|
|
2023
Q4 | $574K | Buy |
+3,374
| New | +$574K | 0.58% | 48 |
|