ETF Store’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 | $251K | Buy |
867
+17
| +2% | +$4.93K | 0.29% | 64 |
|
|
2025
Q1 | $208K | Sell |
850
-101
| -11% | -$24.8K | 0.26% | 79 |
|
|
2024
Q4 | $228K | Buy |
+951
| New | +$228K | 0.28% | 72 |
|
|
2024
Q3 | – | Sell |
-997
| Closed | -$202K | – | 90 |
|
|
2024
Q2 | $202K | Sell |
997
-466
| -32% | -$94.3K | 0.21% | 87 |
|
|
2024
Q1 | $293K | Buy |
1,463
+247
| +20% | +$49.5K | 0.17% | 87 |
|
|
2023
Q4 | $207K | Buy |
+1,216
| New | +$207K | 0.13% | 97 |
|