Faithward Advisors’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 | $2.76M | Sell |
9,531
-836
| -8% | -$242K | 0.43% | 66 |
|
|
2025
Q1 | $2.54M | Sell |
10,367
-222
| -2% | -$54.5K | 0.44% | 67 |
|
|
2024
Q4 | $2.54M | Sell |
10,589
-702
| -6% | -$168K | 0.43% | 68 |
|
|
2024
Q3 | $2.38M | Sell |
11,291
-546
| -5% | -$115K | 0.41% | 67 |
|
|
2024
Q2 | $2.39M | Buy |
11,837
+444
| +4% | +$89.8K | 0.43% | 66 |
|
|
2024
Q1 | $2.28M | Buy |
11,393
+3,637
| +47% | +$729K | 0.41% | 61 |
|
|
2023
Q4 | $1.35M | Buy |
7,756
+11
| +0.1% | +$1.92K | 0.3% | 70 |
|
|
2023
Q3 | $1.13M | Buy |
7,745
+14
| +0.2% | +$2.04K | 0.28% | 71 |
|
|
2023
Q2 | $1.19M | Buy |
7,731
+406
| +6% | +$62.7K | 0.28% | 70 |
|
|
2023
Q1 | $997K | Buy |
7,325
+3,316
| +83% | +$451K | 0.23% | 72 |
|
|
2022
Q4 | $538K | Buy |
4,009
+227
| +6% | +$30.4K | 0.12% | 91 |
|
|
2022
Q3 | $395K | Sell |
3,782
-1,198
| -24% | -$125K | 0.09% | 93 |
|
|
2022
Q2 | $561K | Sell |
4,980
-388
| -7% | -$43.7K | 0.13% | 83 |
|
|
2022
Q1 | $732K | Buy |
5,368
+1
| +0% | +$136 | 0.14% | 76 |
|
|
2021
Q4 | $850K | Buy |
5,367
+100
| +2% | +$15.8K | 0.16% | 76 |
|
|
2021
Q3 | $862K | Sell |
5,267
-30
| -0.6% | -$4.91K | 0.17% | 73 |
|
|
2021
Q2 | $824K | Sell |
5,297
-600
| -10% | -$93.3K | 0.16% | 69 |
|
|
2021
Q1 | $898K | Buy |
5,897
+700
| +13% | +$107K | 0.2% | 77 |
|
|
2020
Q4 | $660K | Sell |
5,197
-255
| -5% | -$32.4K | 0.29% | 35 |
|
|
2020
Q3 | $525K | Sell |
5,452
-620
| -10% | -$59.7K | 0.13% | 78 |
|
|
2020
Q2 | $571K | Sell |
6,072
-1,258
| -17% | -$118K | 0.15% | 76 |
|
|
2020
Q1 | $660K | Sell |
7,330
-1,601
| -18% | -$144K | 0.19% | 78 |
|
|
2019
Q4 | $1.25M | Sell |
8,931
-200
| -2% | -$27.9K | 0.29% | 65 |
|
|
2019
Q3 | $1.08M | Buy |
+9,131
| New | +$1.08M | 0.24% | 45 |
|