Fielder Capital Group’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 | $2.24M | Sell |
7,713
-785
| -9% | -$228K | 0.6% | 39 |
|
|
2025
Q1 | $2.08M | Buy |
8,498
+390
| +5% | +$95.7K | 0.6% | 34 |
|
|
2024
Q4 | $1.94M | Sell |
8,108
-17
| -0.2% | -$4.08K | 0.61% | 36 |
|
|
2024
Q3 | $1.71M | Buy |
8,125
+485
| +6% | +$102K | 0.57% | 35 |
|
|
2024
Q2 | $1.55M | Sell |
7,640
-1,786
| -19% | -$361K | 0.59% | 32 |
|
|
2024
Q1 | $1.89M | Buy |
9,426
+21
| +0.2% | +$4.21K | 0.84% | 27 |
|
|
2023
Q4 | $1.6M | Buy |
+9,405
| New | +$1.6M | 0.97% | 24 |
|