FA
Fiducient Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
3,321
-2,932
| -47% | -$850K | 0.12% | 79 |
|
|
2025
Q1 | $1.53M | Buy |
6,253
+2,647
| +73% | +$649K | 0.19% | 58 |
|
|
2024
Q4 | $864K | Buy |
3,606
+95
| +3% | +$22.8K | 0.11% | 79 |
|
|
2024
Q3 | $740K | Sell |
3,511
-1,059
| -23% | -$223K | 0.09% | 79 |
|
|
2024
Q2 | $924K | Sell |
4,570
-2,469
| -35% | -$499K | 0.13% | 67 |
|
|
2024
Q1 | $1.41M | Buy |
7,039
+1,529
| +28% | +$306K | 0.28% | 37 |
|
|
2023
Q4 | $937K | Buy |
5,510
+37
| +0.7% | +$6.29K | 0.18% | 46 |
|
|
2023
Q3 | $794K | Buy |
+5,473
| New | +$794K | 0.04% | 54 |
|
|
2023
Q1 | – | Sell |
-2,310
| Closed | -$310K | – | 112 |
|
|
2022
Q4 | $310K | Buy |
2,310
+131
| +6% | +$17.6K | 0.09% | 137 |
|
|
2022
Q3 | $228K | Sell |
2,179
-540
| -20% | -$56.5K | 0.11% | 55 |
|
|
2022
Q2 | $306K | Buy |
2,719
+401
| +17% | +$45.1K | 0.11% | 66 |
|
|
2022
Q1 | $316K | Buy |
2,318
+231
| +11% | +$31.5K | 0.12% | 49 |
|
|
2021
Q4 | $330K | Sell |
2,087
-6,156
| -75% | -$973K | 0.1% | 44 |
|
|
2021
Q3 | $1.35M | Sell |
8,243
-1,937
| -19% | -$317K | 0.41% | 22 |
|
|
2021
Q2 | $1.58M | Sell |
10,180
-5,107
| -33% | -$794K | 0.49% | 20 |
|
|
2021
Q1 | $2.33M | Buy |
15,287
+91
| +0.6% | +$13.9K | 0.75% | 17 |
|
|
2020
Q4 | $1.93M | Buy |
+15,196
| New | +$1.93M | 0.72% | 15 |
|