FMI
F/M Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
112,773
-879
| -0.8% | -$255K | 1.19% | 15 |
|
|
2025
Q1 | $27.9M | Sell |
113,652
-11,176
| -9% | -$2.74M | 1.11% | 19 |
|
|
2024
Q4 | $29.9M | Buy |
124,828
+22,666
| +22% | +$5.43M | 1.1% | 19 |
|
|
2024
Q3 | $21.5M | Buy |
102,162
+812
| +0.8% | +$171K | 0.68% | 24 |
|
|
2024
Q2 | $20.5M | Buy |
101,350
+95,729
| +1,703% | +$19.4M | 0.74% | 25 |
|
|
2024
Q1 | $1.13M | Sell |
5,621
-80
| -1% | -$16K | 0.76% | 36 |
|
|
2023
Q4 | $970K | Buy |
5,701
+3
| +0.1% | +$510 | 0.55% | 48 |
|
|
2023
Q3 | $826K | Buy |
5,698
+166
| +3% | +$24.1K | 0.62% | 42 |
|
|
2023
Q2 | $805K | Buy |
5,532
+243
| +5% | +$35.3K | 0.59% | 42 |
|
|
2023
Q1 | $689K | Sell |
5,289
-12,425
| -70% | -$1.62M | 0.7% | 35 |
|
|
2022
Q4 | $2.38M | Buy |
+17,714
| New | +$2.38M | 2.88% | 9 |
|
|
2022
Q3 | – | Sell |
-4,188
| Closed | -$651K | – | 61 |
|
|
2022
Q2 | $651K | Sell |
4,188
-400
| -9% | -$62.2K | 0.51% | 38 |
|
|
2022
Q1 | $625K | Buy |
4,588
+80
| +2% | +$10.9K | 0.5% | 37 |
|
|
2021
Q4 | $714K | Hold |
4,508
| – | – | 0.52% | 39 |
|
|
2021
Q3 | $738K | Buy |
4,508
+320
| +8% | +$52.4K | 0.53% | 43 |
|
|
2021
Q2 | $651K | Sell |
4,188
-1,523
| -27% | -$237K | 0.51% | 38 |
|
|
2021
Q1 | $869K | Sell |
5,711
-30
| -0.5% | -$4.57K | 0.69% | 37 |
|
|
2020
Q4 | $729K | Buy |
+5,741
| New | +$729K | 0.64% | 34 |
|