Fairscale Capital’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 | $2.04M | Buy |
6,872
+533
| +8% | +$158K | 1.48% | 13 |
|
|
2025
Q1 | $1.56M | Buy |
6,339
+18
| +0.3% | +$4.42K | 1.4% | 14 |
|
|
2024
Q4 | $1.52M | Sell |
6,321
-36
| -0.6% | -$8.63K | 1.3% | 14 |
|
|
2024
Q3 | $1.34M | Sell |
6,357
-213
| -3% | -$44.9K | 1.17% | 19 |
|
|
2024
Q2 | $1.4M | Buy |
+6,570
| New | +$1.4M | 1.25% | 14 |
|