Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $619K | Sell |
3,091
-168
| -5% | -$33.6K | 0.11% | 57 |
|
|
2023
Q4 | $554K | Buy |
3,259
+4
| +0.1% | +$680 | 0.11% | 58 |
|
|
2023
Q3 | $472K | Sell |
3,255
-359
| -10% | -$52.1K | 0.1% | 61 |
|
|
2023
Q2 | $526K | Sell |
3,614
-92
| -2% | -$13.4K | 0.1% | 57 |
|
|
2023
Q1 | $483K | Buy |
3,706
+630
| +20% | +$82.1K | 0.1% | 57 |
|
|
2022
Q4 | $412K | Sell |
3,076
-840
| -21% | -$113K | 0.09% | 61 |
|
|
2022
Q3 | $409K | Buy |
3,916
+12
| +0.3% | +$1.25K | 0.09% | 58 |
|
|
2022
Q2 | $440K | Buy |
3,904
+209
| +6% | +$23.6K | 0.09% | 60 |
|
|
2022
Q1 | $504K | Buy |
3,695
+141
| +4% | +$19.2K | 0.1% | 57 |
|
|
2021
Q4 | $563K | Buy |
3,554
+1,452
| +69% | +$230K | 0.11% | 54 |
|
|
2021
Q3 | $344K | Buy |
2,102
+5
| +0.2% | +$818 | 0.08% | 67 |
|
|
2021
Q2 | $326K | Buy |
2,097
+490
| +30% | +$76.2K | 0.08% | 69 |
|
|
2021
Q1 | $245K | Sell |
1,607
-478
| -23% | -$72.9K | 0.06% | 73 |
|
|
2020
Q4 | $265K | Buy |
+2,085
| New | +$265K | 0.07% | 75 |
|
|
2014
Q2 | – | Sell |
-461,292
| Closed | -$21.5M | – | 56 |
|
|
2014
Q1 | $21.5M | Buy |
+461,292
| New | +$21.5M | 11.99% | 2 |
|