Financial Advisors’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 | $3.52M | Buy |
12,137
+9
| +0.1% | +$2.61K | 0.66% | 13 |
|
|
2025
Q1 | $2.97M | Hold |
12,128
| – | – | 0.59% | 13 |
|
|
2024
Q4 | $2.91M | Hold |
12,128
| – | – | 0.56% | 13 |
|
|
2024
Q3 | $2.56M | Hold |
12,128
| – | – | 0.49% | 16 |
|
|
2024
Q2 | $2.45M | Buy |
12,128
+297
| +3% | +$60.1K | 0.5% | 15 |
|
|
2024
Q1 | $2.37M | Sell |
11,831
-315
| -3% | -$63.1K | 0.49% | 17 |
|
|
2023
Q4 | $2.07M | Buy |
12,146
+8,196
| +207% | +$1.39M | 0.46% | 17 |
|
|
2023
Q3 | $573K | Sell |
3,950
-106
| -3% | -$15.4K | 0.14% | 34 |
|
|
2023
Q2 | $590K | Hold |
4,056
| – | – | 0.14% | 34 |
|
|
2023
Q1 | $529K | Hold |
4,056
| – | – | 0.13% | 35 |
|
|
2022
Q4 | $544K | Sell |
4,056
-20
| -0.5% | -$2.68K | 0.15% | 35 |
|
|
2022
Q3 | $422K | Hold |
4,076
| – | – | 0.15% | 42 |
|
|
2022
Q2 | $459K | Sell |
4,076
-200
| -5% | -$22.5K | 0.16% | 40 |
|
|
2022
Q1 | $583K | Buy |
4,276
+200
| +5% | +$27.3K | 0.18% | 38 |
|
|
2021
Q4 | $645K | Buy |
4,076
+112
| +3% | +$17.7K | 0.2% | 38 |
|
|
2021
Q3 | $649K | Hold |
3,964
| – | – | 0.22% | 35 |
|
|
2021
Q2 | $617K | Hold |
3,964
| – | – | 0.22% | 36 |
|
|
2021
Q1 | $603K | Sell |
3,964
-53
| -1% | -$8.06K | 0.24% | 32 |
|
|
2020
Q4 | $510K | Buy |
4,017
+1,797
| +81% | +$228K | 0.23% | 34 |
|
|
2020
Q3 | $214K | Sell |
2,220
-218
| -9% | -$21K | 0.11% | 66 |
|
|
2020
Q2 | $229K | Buy |
+2,438
| New | +$229K | 0.13% | 61 |
|
|
2020
Q1 | – | Sell |
-2,138
| Closed | -$298K | – | 62 |
|
|
2019
Q4 | $298K | Hold |
2,138
| – | – | 0.17% | 48 |
|
|
2019
Q3 | $252K | Hold |
2,138
| – | – | 0.15% | 52 |
|
|
2019
Q2 | $239K | Sell |
2,138
-191
| -8% | -$21.4K | 0.15% | 56 |
|
|
2019
Q1 | $236K | Sell |
2,329
-33
| -1% | -$3.34K | 0.16% | 56 |
|
|
2018
Q4 | $231K | Buy |
+2,362
| New | +$231K | 0.19% | 53 |
|