FIC
Family Investment Center’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
2,110
+1,031
| +96% | +$299K | 0.14% | 45 |
|
|
2025
Q1 | $265K | Sell |
1,079
-1,208
| -53% | -$296K | 0.06% | 64 |
|
|
2024
Q4 | $548K | Sell |
2,287
-133
| -5% | -$31.9K | 0.14% | 49 |
|
|
2024
Q3 | $510K | Buy |
2,420
+936
| +63% | +$197K | 0.13% | 45 |
|
|
2024
Q2 | $300K | Hold |
1,484
| – | – | 0.09% | 61 |
|
|
2024
Q1 | $297K | Hold |
1,484
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $252K | Hold |
1,484
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $215K | Sell |
1,484
-210
| -12% | -$30.5K | 0.13% | 49 |
|
|
2023
Q2 | $246K | Hold |
1,694
| – | – | 0.16% | 43 |
|
|
2023
Q1 | $221K | Buy |
+1,694
| New | +$221K | 0.15% | 46 |
|