FWP
Falcon Wealth Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
13,358
+75
| +0.6% | +$21.7K | 0.39% | 28 |
|
|
2025
Q1 | $3.26M | Buy |
13,283
+396
| +3% | +$97.1K | 0.36% | 31 |
|
|
2024
Q4 | $3.09M | Buy |
12,887
+26
| +0.2% | +$6.23K | 0.34% | 34 |
|
|
2024
Q3 | $2.71M | Buy |
12,861
+35
| +0.3% | +$7.38K | 0.32% | 35 |
|
|
2024
Q2 | $2.59M | Buy |
12,826
+356
| +3% | +$72K | 0.34% | 32 |
|
|
2024
Q1 | $2.5M | Sell |
12,470
-443
| -3% | -$88.7K | 0.4% | 30 |
|
|
2023
Q4 | $2.2M | Buy |
12,913
+740
| +6% | +$126K | 0.38% | 34 |
|
|
2023
Q3 | $1.77M | Sell |
12,173
-373
| -3% | -$54.1K | 0.38% | 29 |
|
|
2023
Q2 | $1.82M | Buy |
12,546
+439
| +4% | +$63.8K | 0.41% | 27 |
|
|
2023
Q1 | $1.58M | Hold |
12,107
| – | – | 0.39% | 28 |
|
|
2022
Q4 | $1.62M | Sell |
12,107
-70
| -0.6% | -$9.39K | 0.47% | 26 |
|
|
2022
Q3 | $1.27M | Sell |
12,177
-347
| -3% | -$36.2K | 0.42% | 24 |
|
|
2022
Q2 | $1.41M | Buy |
12,524
+15
| +0.1% | +$1.69K | 0.48% | 27 |
|
|
2022
Q1 | $1.71M | Sell |
12,509
-352
| -3% | -$48K | 0.53% | 22 |
|
|
2021
Q4 | $2.04M | Sell |
12,861
-4,552
| -26% | -$721K | 0.67% | 20 |
|
|
2021
Q3 | $2.85M | Buy |
17,413
+979
| +6% | +$160K | 1.08% | 19 |
|
|
2021
Q2 | $2.56M | Buy |
16,434
+12
| +0.1% | +$1.87K | 1.09% | 18 |
|
|
2021
Q1 | $2.5M | Buy |
16,422
+78
| +0.5% | +$11.9K | 1.22% | 18 |
|
|
2020
Q4 | $2.08M | Buy |
+16,344
| New | +$2.08M | 1.16% | 18 |
|