FAS Wealth Partners’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 | $11.3M | Buy |
38,982
+2,770
| +8% | +$803K | 0.84% | 31 |
|
|
2025
Q1 | $8.88M | Buy |
36,212
+770
| +2% | +$189K | 0.72% | 31 |
|
|
2024
Q4 | $8.5M | Buy |
35,442
+579
| +2% | +$139K | 0.71% | 36 |
|
|
2024
Q3 | $7.35M | Buy |
34,863
+1,614
| +5% | +$340K | 0.58% | 39 |
|
|
2024
Q2 | $6.72M | Buy |
33,249
+978
| +3% | +$198K | 0.58% | 40 |
|
|
2024
Q1 | $6.46M | Buy |
32,271
+562
| +2% | +$113K | 0.57% | 38 |
|
|
2023
Q4 | $5.39M | Buy |
31,709
+3,724
| +13% | +$633K | 0.51% | 43 |
|
|
2023
Q3 | $4.06M | Buy |
27,985
+1,472
| +6% | +$213K | 0.43% | 52 |
|
|
2023
Q2 | $3.86M | Buy |
26,513
+2,080
| +9% | +$303K | 0.49% | 43 |
|
|
2023
Q1 | $3.18M | Sell |
24,433
-171
| -0.7% | -$22.3K | 0.35% | 61 |
|
|
2022
Q4 | $3.3M | Buy |
24,604
+2,159
| +10% | +$290K | 0.37% | 60 |
|
|
2022
Q3 | $2.35M | Buy |
22,445
+3,078
| +16% | +$322K | 0.26% | 62 |
|
|
2022
Q2 | $2.18M | Buy |
19,367
+2,355
| +14% | +$265K | 0.23% | 74 |
|
|
2022
Q1 | $2.32M | Buy |
17,012
+2,339
| +16% | +$319K | 0.22% | 72 |
|
|
2021
Q4 | $2.32M | Buy |
14,673
+2,206
| +18% | +$349K | 0.21% | 74 |
|
|
2021
Q3 | $2.04M | Buy |
12,467
+1,592
| +15% | +$261K | 0.19% | 79 |
|
|
2021
Q2 | $1.69M | Buy |
10,875
+1,278
| +13% | +$199K | 0.16% | 87 |
|
|
2021
Q1 | $1.46M | Buy |
9,597
+508
| +6% | +$77.3K | 0.15% | 96 |
|
|
2020
Q4 | $1.16M | Sell |
9,089
-190
| -2% | -$24.1K | 0.13% | 105 |
|
|
2020
Q3 | $893K | Buy |
9,279
+558
| +6% | +$53.7K | 0.12% | 120 |
|
|
2020
Q2 | $820K | Buy |
8,721
+1,108
| +15% | +$104K | 0.12% | 117 |
|
|
2020
Q1 | $685K | Buy |
7,613
+862
| +13% | +$77.6K | 0.12% | 115 |
|
|
2019
Q4 | $941K | Buy |
6,751
+110
| +2% | +$15.3K | 0.16% | 97 |
|
|
2019
Q3 | $782K | Buy |
6,641
+1,657
| +33% | +$195K | 0.14% | 102 |
|
|
2019
Q2 | $557K | Buy |
4,984
+791
| +19% | +$88.4K | 0.1% | 119 |
|
|
2019
Q1 | $424K | Sell |
4,193
-1,700
| -29% | -$172K | 0.08% | 141 |
|
|
2018
Q4 | $575K | Buy |
5,893
+10
| +0.2% | +$976 | 0.13% | 114 |
|
|
2018
Q3 | $664K | Buy |
5,883
+156
| +3% | +$17.6K | 0.15% | 87 |
|
|
2018
Q2 | $597K | Buy |
5,727
+6
| +0.1% | +$625 | 0.16% | 90 |
|
|
2018
Q1 | $629K | Buy |
5,721
+534
| +10% | +$58.7K | 0.18% | 89 |
|
|
2017
Q4 | $555K | Buy |
5,187
+5
| +0.1% | +$535 | 0.15% | 103 |
|
|
2017
Q3 | $495K | Buy |
5,182
+50
| +1% | +$4.78K | 0.14% | 102 |
|
|
2017
Q2 | $469K | Buy |
5,132
+104
| +2% | +$9.5K | 0.14% | 98 |
|
|
2017
Q1 | $442K | Buy |
5,028
+36
| +0.7% | +$3.17K | 0.14% | 105 |
|
|
2016
Q4 | $431K | Buy |
+4,992
| New | +$431K | 0.13% | 99 |
|
|
2016
Q2 | – | Sell |
-3,511
| Closed | -$208K | – | 150 |
|
|
2016
Q1 | $208K | Buy |
3,511
+253
| +8% | +$15K | 0.11% | 115 |
|
|
2015
Q4 | $215K | Buy |
+3,258
| New | +$215K | 0.11% | 115 |
|