FCG Investment Company’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 | $5.62M | Buy |
19,398
+253
| +1% | +$73.3K | 2.93% | 9 |
|
|
2025
Q1 | $4.7M | Sell |
19,145
-83
| -0.4% | -$20.4K | 2.95% | 7 |
|
|
2024
Q4 | $4.61M | Buy |
19,228
+1,021
| +6% | +$245K | 2.8% | 9 |
|
|
2024
Q3 | $3.84M | Sell |
18,207
-2,563
| -12% | -$540K | 2.52% | 8 |
|
|
2024
Q2 | $4.2M | Buy |
20,770
+4,338
| +26% | +$877K | 3.19% | 6 |
|
|
2024
Q1 | $3.29M | Sell |
16,432
-75
| -0.5% | -$15K | 2.63% | 7 |
|
|
2023
Q4 | $2.81M | Buy |
+16,507
| New | +$2.81M | 2.75% | 6 |
|