Farther Finance 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 | $23.4M | Buy |
80,565
+28,138
| +54% | +$8.16M | 0.47% | 33 |
|
|
2025
Q1 | $12.8M | Buy |
52,427
+11,429
| +28% | +$2.78M | 0.33% | 57 |
|
|
2024
Q4 | $9.83M | Sell |
40,998
-2,897
| -7% | -$694K | 0.36% | 60 |
|
|
2024
Q3 | $9.26M | Buy |
43,895
+3,604
| +9% | +$760K | 0.35% | 56 |
|
|
2024
Q2 | $8.28M | Buy |
40,291
+9,308
| +30% | +$1.91M | 0.4% | 41 |
|
|
2024
Q1 | $6.16M | Buy |
30,983
+3,884
| +14% | +$773K | 0.38% | 52 |
|
|
2023
Q4 | $4.61M | Buy |
27,099
+8,884
| +49% | +$1.51M | 0.33% | 61 |
|
|
2023
Q3 | $2.64M | Buy |
18,215
+3,694
| +25% | +$536K | 0.41% | 44 |
|
|
2023
Q2 | $2.11M | Buy |
14,521
+1,745
| +14% | +$254K | 0.46% | 44 |
|
|
2023
Q1 | $1.66M | Buy |
12,776
+7,206
| +129% | +$939K | 0.49% | 38 |
|
|
2022
Q4 | $747K | Buy |
+5,570
| New | +$747K | 0.29% | 68 |
|