Financial Advisors Network’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 | $531K | Sell |
1,831
-56
| -3% | -$16.2K | 0.08% | 100 |
|
|
2025
Q1 | $463K | Sell |
1,887
-59
| -3% | -$14.5K | 0.08% | 105 |
|
|
2024
Q4 | $466K | Buy |
+1,946
| New | +$466K | 0.08% | 109 |
|
|
2023
Q4 | $308K | Sell |
1,810
-360
| -17% | -$61.2K | 0.06% | 130 |
|
|
2023
Q3 | $315K | Buy |
+2,170
| New | +$315K | 0.07% | 117 |
|
|
2022
Q4 | $299K | Buy |
2,233
+45
| +2% | +$6.03K | 0.08% | 97 |
|
|
2022
Q3 | $229K | Sell |
2,188
-6
| -0.3% | -$628 | 0.07% | 101 |
|
|
2022
Q2 | $247K | Sell |
2,194
-20
| -0.9% | -$2.25K | 0.07% | 101 |
|
|
2022
Q1 | $302K | Buy |
2,214
+90
| +4% | +$12.3K | 0.07% | 98 |
|
|
2021
Q4 | $336K | Sell |
2,124
-73
| -3% | -$11.5K | 0.08% | 114 |
|
|
2021
Q3 | $367K | Buy |
2,197
+165
| +8% | +$27.6K | 0.08% | 110 |
|
|
2021
Q2 | $316K | Sell |
2,032
-110
| -5% | -$17.1K | 0.09% | 101 |
|
|
2021
Q1 | $326K | Sell |
2,142
-49
| -2% | -$7.46K | 0.11% | 98 |
|
|
2020
Q4 | $278K | Buy |
2,191
+27
| +1% | +$3.43K | 0.1% | 93 |
|
|
2020
Q3 | $208K | Buy |
+2,164
| New | +$208K | 0.08% | 103 |
|
|
2020
Q2 | – | Sell |
-3,033
| Closed | -$273K | – | 110 |
|
|
2020
Q1 | $273K | Sell |
3,033
-342
| -10% | -$30.8K | 0.13% | 80 |
|
|
2019
Q4 | $471K | Sell |
3,375
-772
| -19% | -$108K | 0.22% | 72 |
|
|
2019
Q3 | $488K | Sell |
4,147
-247
| -6% | -$29.1K | 0.25% | 71 |
|
|
2019
Q2 | $475K | Buy |
4,394
+213
| +5% | +$23K | 0.26% | 69 |
|
|
2019
Q1 | $443K | Sell |
4,181
-1,703
| -29% | -$180K | 0.26% | 67 |
|
|
2018
Q4 | $574K | Buy |
+5,884
| New | +$574K | 0.36% | 58 |
|
|
2018
Q2 | $504K | Buy |
+4,833
| New | +$504K | 0.3% | 59 |
|
|
2017
Q4 | $367K | Sell |
3,427
-331
| -9% | -$35.4K | 0.25% | 75 |
|
|
2017
Q3 | $359K | Buy |
3,758
+30
| +0.8% | +$2.87K | 0.28% | 67 |
|
|
2017
Q2 | $341K | Sell |
3,728
-345
| -8% | -$31.6K | 0.28% | 64 |
|
|
2017
Q1 | $355K | Sell |
4,073
-127
| -3% | -$11.1K | 0.31% | 59 |
|
|
2016
Q4 | $364K | Buy |
+4,200
| New | +$364K | 0.31% | 53 |
|