Farrow Financial’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 | $2.96M | Sell |
10,224
-461
| -4% | -$134K | 1.8% | 18 |
|
|
2025
Q1 | $2.62M | Buy |
10,685
+400
| +4% | +$98.1K | 1.76% | 18 |
|
|
2024
Q4 | $2.46M | Sell |
10,285
-433
| -4% | -$104K | 1.6% | 20 |
|
|
2024
Q3 | $2.26M | Sell |
10,718
-210
| -2% | -$44.3K | 1.42% | 29 |
|
|
2024
Q2 | $2.21M | Buy |
10,928
+101
| +0.9% | +$20.4K | 1.51% | 24 |
|
|
2024
Q1 | $2.17M | Sell |
10,827
-2,173
| -17% | -$435K | 1.52% | 21 |
|
|
2023
Q4 | $2.21M | Buy |
+13,000
| New | +$2.21M | 1.66% | 20 |
|