ERn Financial LLC’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 | $528K | Sell |
1,820
-4,693
| -72% | -$1.36M | 0.11% | 96 |
|
|
2025
Q1 | $1.6M | Sell |
6,513
-356
| -5% | -$87.3K | 0.25% | 72 |
|
|
2024
Q4 | $1.65M | Buy |
6,869
+323
| +5% | +$77.4K | 0.25% | 72 |
|
|
2024
Q3 | $1.38M | Buy |
6,546
+258
| +4% | +$54.4K | 0.21% | 77 |
|
|
2024
Q2 | $1.27M | Buy |
6,288
+542
| +9% | +$110K | 0.21% | 78 |
|
|
2024
Q1 | $1.15M | Buy |
5,746
+110
| +2% | +$22K | 0.2% | 80 |
|
|
2023
Q4 | $944K | Sell |
5,636
-2,574
| -31% | -$431K | 0.18% | 93 |
|
|
2023
Q3 | $1.19M | Buy |
8,210
+751
| +10% | +$109K | 0.26% | 76 |
|
|
2023
Q2 | $1.08M | Buy |
7,459
+223
| +3% | +$32.4K | 0.23% | 80 |
|
|
2023
Q1 | $943K | Buy |
7,236
+33
| +0.5% | +$4.3K | 0.21% | 85 |
|
|
2022
Q4 | $966K | Buy |
7,203
+34
| +0.5% | +$4.56K | 0.22% | 83 |
|
|
2022
Q3 | $749K | Buy |
7,169
+201
| +3% | +$21K | 0.19% | 85 |
|
|
2022
Q2 | $785K | Buy |
6,968
+3,196
| +85% | +$360K | 0.19% | 86 |
|
|
2022
Q1 | $514K | Buy |
+3,772
| New | +$514K | 0.11% | 106 |
|
|
2021
Q4 | – | Sell |
-1,879
| Closed | -$308K | – | 159 |
|
|
2021
Q3 | $308K | Hold |
1,879
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $292K | Buy |
1,879
+15
| +0.8% | +$2.33K | 0.1% | 83 |
|
|
2021
Q1 | $284K | Sell |
1,864
-7
| -0.4% | -$1.07K | 0.11% | 78 |
|
|
2020
Q4 | $238K | Buy |
+1,871
| New | +$238K | 0.1% | 80 |
|
|
2020
Q1 | – | Sell |
-2,071
| Closed | -$289K | – | 76 |
|
|
2019
Q4 | $289K | Buy |
+2,071
| New | +$289K | 0.17% | 54 |
|
|
2019
Q2 | – | Sell |
-2,088
| Closed | -$239K | – | 68 |
|
|
2019
Q1 | $239K | Sell |
2,088
-136
| -6% | -$15.6K | 0.14% | 62 |
|
|
2018
Q4 | $217K | Buy |
+2,224
| New | +$217K | 0.19% | 54 |
|