FA
Fiduciary Alliance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4M | Buy |
146,410
+3,516
| +2% | +$1.02M | 3.17% | 4 |
|
|
2025
Q1 | $35.1M | Buy |
142,894
+1,193
| +0.8% | +$293K | 3.45% | 4 |
|
|
2024
Q4 | $34M | Buy |
141,701
+30,293
| +27% | +$7.26M | 3.43% | 4 |
|
|
2024
Q3 | $23.5M | Buy |
111,408
+9,622
| +9% | +$2.03M | 3.12% | 4 |
|
|
2024
Q2 | $21.3M | Buy |
101,786
+1,976
| +2% | +$413K | 3.45% | 4 |
|
|
2024
Q1 | $19.9M | Sell |
99,810
-4,171
| -4% | -$830K | 3.5% | 4 |
|
|
2023
Q4 | $17.7M | Buy |
103,981
+206
| +0.2% | +$35K | 3.48% | 5 |
|
|
2023
Q3 | $15M | Buy |
103,775
+1,710
| +2% | +$248K | 3.48% | 5 |
|
|
2023
Q2 | $14.8M | Buy |
102,065
+2,180
| +2% | +$317K | 3.19% | 6 |
|
|
2023
Q1 | $13M | Buy |
99,885
+3,907
| +4% | +$509K | 3.27% | 6 |
|
|
2022
Q4 | $12.9M | Buy |
+95,978
| New | +$12.9M | 3.33% | 6 |
|