Essential Planning’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 | $356K | Sell |
1,228
-18
| -1% | -$5.22K | 0.13% | 63 |
|
|
2025
Q1 | $306K | Sell |
1,246
-83,642
| -99% | -$20.5M | 0.12% | 65 |
|
|
2024
Q4 | $19.7M | Buy |
84,888
+83,457
| +5,832% | +$19.4M | 0.13% | 57 |
|
|
2024
Q3 | $302K | Buy |
1,431
+129
| +10% | +$27.2K | 0.12% | 62 |
|
|
2024
Q2 | $263K | Sell |
1,302
-232
| -15% | -$46.9K | 0.12% | 60 |
|
|
2024
Q1 | $261K | Hold |
1,534
| – | – | 0.13% | 55 |
|
|
2023
Q4 | $261K | Hold |
1,534
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $222K | Hold |
1,534
| – | – | 0.12% | 52 |
|
|
2023
Q2 | $223K | Buy |
+1,534
| New | +$223K | 0.13% | 53 |
|