Fiduciary Family Office’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 | $4.13M | Sell |
14,238
-80
| -0.6% | -$23.2K | 1.35% | 9 |
|
|
2025
Q1 | $3.51M | Buy |
14,318
+13,403
| +1,465% | +$3.29M | 1.17% | 10 |
|
|
2024
Q4 | $219K | Sell |
915
-12,727
| -93% | -$3.05M | 0.06% | 45 |
|
|
2024
Q3 | $2.88M | Sell |
13,642
-259
| -2% | -$54.6K | 0.95% | 13 |
|
|
2024
Q2 | $2.81M | Sell |
13,901
-1,767
| -11% | -$357K | 1.11% | 12 |
|
|
2024
Q1 | $3.14M | Buy |
15,668
+1,063
| +7% | +$213K | 1.23% | 11 |
|
|
2023
Q4 | $2.48M | Buy |
+14,605
| New | +$2.48M | 1.09% | 9 |
|