Falcon Wealth Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.93M | Sell |
12,006
-91
| -0.8% | -$28.3K | 0.25% | 37 |
|
|
2026
Q1 | $3.56M | Buy |
12,097
+250
| +2% | +$75.9K | 0.24% | 35 |
|
|
2025
Q4 | $3.82M | Sell |
11,847
-1,840
| -13% | -$570K | 0.32% | 29 |
|
|
2025
Q3 | $4.32M | Buy |
13,687
+329
| +2% | +$97.8K | 0.39% | 26 |
|
|
2025
Q2 | $3.87M | Buy |
13,358
+75
| +0.6% | +$19.1K | 0.39% | 28 |
|
|
2025
Q1 | $3.26M | Buy |
13,283
+396
| +3% | +$101K | 0.36% | 31 |
|
|
2024
Q4 | $3.09M | Buy |
12,887
+26
| +0.2% | +$6.06K | 0.34% | 34 |
|
|
2024
Q3 | $2.71M | Buy |
12,861
+35
| +0.3% | +$7.37K | 0.32% | 35 |
|
|
2024
Q2 | $2.59M | Buy |
12,826
+356
| +3% | +$69.6K | 0.34% | 32 |
|
|
2024
Q1 | $2.5M | Sell |
12,470
-443
| -3% | -$79.9K | 0.4% | 30 |
|
|
2023
Q4 | $2.2M | Buy |
12,913
+740
| +6% | +$112K | 0.38% | 34 |
|
|
2023
Q3 | $1.77M | Sell |
12,173
-373
| -3% | -$55.9K | 0.38% | 29 |
|
|
2023
Q2 | $1.82M | Buy |
12,546
+439
| +4% | +$60.4K | 0.41% | 27 |
|
|
2023
Q1 | $1.58M | Hold |
12,107
| – | – | 0.39% | 28 |
|
|
2022
Q4 | $1.62M | Sell |
12,107
-70
| -0.6% | -$8.87K | 0.47% | 26 |
|
|
2022
Q3 | $1.27M | Sell |
12,177
-347
| -3% | -$39.8K | 0.42% | 24 |
|
|
2022
Q2 | $1.41M | Buy |
12,524
+15
| +0.1% | +$1.86K | 0.48% | 27 |
|
|
2022
Q1 | $1.71M | Sell |
12,509
-352
| -3% | -$52K | 0.53% | 22 |
|
|
2021
Q4 | $2.04M | Sell |
12,861
-4,552
| -26% | -$748K | 0.67% | 20 |
|
|
2021
Q3 | $2.85M | Buy |
17,413
+979
| +6% | +$153K | 1.08% | 19 |
|
|
2021
Q2 | $2.56M | Buy |
16,434
+12
| +0.1% | +$1.89K | 1.09% | 18 |
|
|
2021
Q1 | $2.5M | Buy |
16,422
+78
| +0.5% | +$11.2K | 1.22% | 18 |
|
|
2020
Q4 | $2.08M | Buy |
+16,344
| New | +$1.83M | 1.16% | 18 |
|
Other funds holding JPM
CRM
CNB
SP
DLA
AAMU
P
DC