FP
Fiduciary Planning’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,707
-56
| -1% | -$16.2K | 0.45% | 30 |
|
|
2025
Q1 | $1.17M | Buy |
4,763
+102
| +2% | +$25K | 0.38% | 34 |
|
|
2024
Q4 | $1.12M | Sell |
4,661
-32
| -0.7% | -$7.67K | 0.36% | 35 |
|
|
2024
Q3 | $990K | Buy |
4,693
+57
| +1% | +$12K | 0.34% | 34 |
|
|
2024
Q2 | $938K | Buy |
4,636
+55
| +1% | +$11.1K | 0.34% | 33 |
|
|
2024
Q1 | $918K | Buy |
4,581
+3
| +0.1% | +$601 | 0.35% | 31 |
|
|
2023
Q4 | $779K | Sell |
4,578
-4,819
| -51% | -$820K | 0.33% | 29 |
|
|
2023
Q3 | $1.36M | Sell |
9,397
-3,233
| -26% | -$469K | 0.64% | 26 |
|
|
2023
Q2 | $1.84M | Buy |
12,630
+21
| +0.2% | +$3.05K | 0.85% | 15 |
|
|
2023
Q1 | $1.64M | Buy |
12,609
+100
| +0.8% | +$13K | 0.78% | 14 |
|
|
2022
Q4 | $1.68M | Buy |
12,509
+90
| +0.7% | +$12.1K | 0.81% | 13 |
|
|
2022
Q3 | $1.3M | Buy |
12,419
+144
| +1% | +$15.1K | 0.67% | 11 |
|
|
2022
Q2 | $1.38M | Buy |
12,275
+1,632
| +15% | +$184K | 0.68% | 11 |
|
|
2022
Q1 | $1.45M | Buy |
10,643
+1,044
| +11% | +$142K | 0.8% | 11 |
|
|
2021
Q4 | $1.52M | Sell |
9,599
-4,436
| -32% | -$702K | 0.85% | 11 |
|
|
2021
Q3 | $2.3M | Buy |
14,035
+3,672
| +35% | +$601K | 1.22% | 14 |
|
|
2021
Q2 | $1.61M | Buy |
10,363
+3,027
| +41% | +$471K | 1.39% | 14 |
|
|
2021
Q1 | $1.12M | Buy |
7,336
+76
| +1% | +$11.6K | 1.69% | 21 |
|
|
2020
Q4 | $923K | Buy |
7,260
+102
| +1% | +$13K | 1.3% | 30 |
|
|
2020
Q3 | $689K | Buy |
7,158
+3,130
| +78% | +$301K | 1.14% | 31 |
|
|
2020
Q2 | $389K | Hold |
4,028
| – | – | 0.86% | 30 |
|
|
2020
Q1 | $363K | Sell |
4,028
-20
| -0.5% | -$1.8K | 0.68% | 28 |
|
|
2019
Q4 | $544K | Buy |
+4,048
| New | +$544K | 0.5% | 33 |
|