Fairman 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 | $22.5K | Buy |
78
+1
| +1% | +$288 | 0.02% | 130 |
|
|
2025
Q1 | $18.5K | Sell |
77
-811
| -91% | -$194K | 0.02% | 127 |
|
|
2024
Q4 | $213K | Sell |
888
-12
| -1% | -$2.88K | 0.18% | 57 |
|
|
2024
Q3 | $190K | Hold |
900
| – | – | 0.17% | 58 |
|
|
2024
Q2 | $182K | Buy |
900
+1
| +0.1% | +$202 | 0.18% | 57 |
|
|
2024
Q1 | $180K | Hold |
899
| – | – | 0.17% | 54 |
|
|
2023
Q4 | $153K | Buy |
+899
| New | +$153K | 0.15% | 60 |
|