Ethos 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 | $6.92M | Buy |
23,875
+464
| +2% | +$135K | 0.6% | 48 |
|
|
2025
Q1 | $5.69M | Buy |
23,411
+4,646
| +25% | +$1.13M | 0.54% | 46 |
|
|
2024
Q4 | $4.55M | Buy |
18,765
+624
| +3% | +$151K | 0.59% | 50 |
|
|
2024
Q3 | $3.83M | Sell |
18,141
-93
| -0.5% | -$19.6K | 0.63% | 39 |
|
|
2024
Q2 | $3.71M | Buy |
18,234
+3
| +0% | +$611 | 0.65% | 40 |
|
|
2024
Q1 | $3.65M | Sell |
18,231
-330
| -2% | -$66.1K | 0.69% | 39 |
|
|
2023
Q4 | $3.16M | Sell |
18,561
-1,749
| -9% | -$297K | 0.67% | 39 |
|
|
2023
Q3 | $2.95M | Buy |
20,310
+3,399
| +20% | +$493K | 0.76% | 39 |
|
|
2023
Q2 | $2.2M | Hold |
16,911
| – | – | 0.74% | 33 |
|
|
2023
Q1 | $2.2M | Sell |
16,911
-291
| -2% | -$37.9K | 0.69% | 35 |
|
|
2022
Q4 | $2.32M | Buy |
+17,202
| New | +$2.32M | 0.79% | 33 |
|