Fi3 Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.24M | Buy |
7,601
+1,001
| +15% | +$304K | 0.65% | 19 |
|
|
2025
Q4 | $2.13M | Buy |
6,600
+291
| +5% | +$90.1K | 0.65% | 23 |
|
|
2025
Q3 | $1.99M | Sell |
6,309
-155
| -2% | -$46.1K | 0.67% | 21 |
|
|
2025
Q2 | $1.87M | Buy |
6,464
+160
| +3% | +$40.8K | 0.68% | 19 |
|
|
2025
Q1 | $1.55M | Sell |
6,304
-153
| -2% | -$39K | 0.63% | 21 |
|
|
2024
Q4 | $1.55M | Buy |
6,457
+597
| +10% | +$139K | 0.58% | 24 |
|
|
2024
Q3 | $1.24M | Buy |
5,860
+106
| +2% | +$22.3K | 0.49% | 23 |
|
|
2024
Q2 | $1.16M | Sell |
5,754
-46
| -0.8% | -$8.99K | 0.51% | 21 |
|
|
2024
Q1 | $1.1M | Sell |
5,800
-152
| -3% | -$27.4K | 0.51% | 21 |
|
|
2023
Q4 | $1.01M | Sell |
5,952
-607
| -9% | -$92K | 0.48% | 23 |
|
|
2023
Q3 | $951K | Buy |
6,559
+713
| +12% | +$107K | 0.51% | 24 |
|
|
2023
Q2 | $850K | Sell |
5,846
-289
| -5% | -$39.7K | 0.44% | 23 |
|
|
2023
Q1 | $800K | Buy |
6,135
+201
| +3% | +$27.5K | 0.43% | 27 |
|
|
2022
Q4 | $796K | Buy |
5,934
+1,425
| +32% | +$181K | 0.46% | 26 |
|
|
2022
Q3 | $471K | Buy |
4,509
+123
| +3% | +$14.1K | 0.43% | 26 |
|
|
2022
Q2 | $491K | Buy |
4,386
+199
| +5% | +$24.7K | 0.41% | 28 |
|
|
2022
Q1 | $571K | Buy |
4,187
+73
| +2% | +$10.8K | 0.44% | 23 |
|
|
2021
Q4 | $651K | Buy |
4,114
+367
| +10% | +$60.3K | 0.43% | 23 |
|
|
2021
Q3 | $613K | Hold |
3,747
| – | – | 0.41% | 24 |
|
|
2021
Q2 | $573K | Sell |
3,747
-49
| -1% | -$7.7K | 0.39% | 24 |
|
|
2021
Q1 | $578K | Buy |
+3,796
| New | +$546K | 0.5% | 21 |
|
Other funds holding JPM
VCM
VPM
