Financial Advisory Partners’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 | $5.58M | Sell |
19,263
-1,100
| -5% | -$319K | 1.76% | 15 |
|
|
2025
Q1 | $5M | Sell |
20,363
-355
| -2% | -$87.1K | 1.67% | 18 |
|
|
2024
Q4 | $4.97M | Sell |
20,718
-799
| -4% | -$192K | 1.65% | 13 |
|
|
2024
Q3 | $4.54M | Buy |
21,517
+506
| +2% | +$107K | 1.51% | 19 |
|
|
2024
Q2 | $4.25M | Sell |
21,011
-537
| -2% | -$109K | 1.59% | 16 |
|
|
2024
Q1 | $4.32M | Sell |
21,548
-3,568
| -14% | -$715K | 1.67% | 12 |
|
|
2023
Q4 | $4.27M | Sell |
25,116
-291
| -1% | -$49.5K | 1.55% | 22 |
|
|
2023
Q3 | $3.68M | Sell |
25,407
-14
| -0.1% | -$2.03K | 1.49% | 29 |
|
|
2023
Q2 | $3.7M | Buy |
25,421
+994
| +4% | +$145K | 1.42% | 36 |
|
|
2023
Q1 | $3.18M | Sell |
24,427
-515
| -2% | -$67.1K | 1.26% | 40 |
|
|
2022
Q4 | $3.34M | Sell |
24,942
-7,594
| -23% | -$1.02M | 1.38% | 38 |
|
|
2022
Q3 | $3.4M | Buy |
32,536
+317
| +1% | +$33.1K | 1.48% | 35 |
|
|
2022
Q2 | $3.63M | Buy |
32,219
+6,162
| +24% | +$694K | 1.5% | 31 |
|
|
2022
Q1 | $3.55M | Buy |
26,057
+426
| +2% | +$58.1K | 1.31% | 40 |
|
|
2021
Q4 | $4.06M | Buy |
+25,631
| New | +$4.06M | 1.48% | 30 |
|