Financial Advocates Investment Management’s JPMorgan Chase JPM Stock Holding History

Financial Advocates Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.94M	Sell	13,604 -5,697	-30%	-$1.65M	0.32%	72
2025 Q1	$4.73M	Sell	19,301 -1,088	-5%	-$267K	0.33%	67
2024 Q4	$4.89M	Buy	20,389 +256	+1%	+$61.4K	0.28%	77
2024 Q3	$4.25M	Sell	20,133 -355	-2%	-$74.9K	0.24%	99
2024 Q2	$4.14M	Sell	20,488 -3,819	-16%	-$772K	0.26%	89
2024 Q1	$4.87M	Buy	24,307 +452	+2%	+$90.5K	0.28%	87
2023 Q4	$4.06M	Sell	23,855 -577	-2%	-$98.1K	0.27%	86
2023 Q3	$3.54M	Buy	24,432 +213	+0.9%	+$30.9K	0.26%	96
2023 Q2	$3.52M	Buy	24,219 +272	+1%	+$39.6K	0.25%	99
2023 Q1	$3.12M	Buy	23,947 +1,184	+5%	+$154K	0.22%	102
2022 Q4	$3.05M	Buy	22,763 +9,067	+66%	+$1.22M	0.23%	110
2022 Q3	$1.43M	Sell	13,696 -5,166	-27%	-$540K	0.12%	190
2022 Q2	$2.12M	Buy	18,862 +1,263	+7%	+$142K	0.17%	144
2022 Q1	$2.4M	Sell	17,599 -598	-3%	-$81.5K	0.16%	151
2021 Q4	$2.88M	Buy	18,197 +716	+4%	+$113K	0.18%	126
2021 Q3	$2.86M	Sell	17,481 -642	-4%	-$105K	0.19%	127
2021 Q2	$2.81M	Sell	18,123 -13,011	-42%	-$2.02M	0.19%	126
2021 Q1	$3.65M	Buy	31,134 +6,589	+27%	+$772K	0.26%	79
2020 Q4	$3.12M	Buy	24,545 +629	+3%	+$79.9K	0.21%	101
2020 Q3	$2.3M	Sell	23,916 -1,623	-6%	-$156K	0.2%	102
2020 Q2	$2.4M	Buy	25,539 +7,640	+43%	+$719K	0.23%	102
2020 Q1	$1.61M	Sell	17,899 -1,372	-7%	-$123K	0.23%	118
2019 Q4	$2.69M	Sell	19,271 -6,424	-25%	-$896K	0.29%	91
2019 Q3	$2.76M	Buy	25,695 +8,390	+48%	+$902K	0.32%	84
2019 Q2	$1.94M	Sell	17,305 -1,544	-8%	-$173K	0.22%	117
2019 Q1	$1.91M	Buy	18,849 +30	+0.2%	+$3.04K	0.24%	114
2018 Q4	$1.84M	Sell	18,819 -6,841	-27%	-$668K	0.25%	105
2018 Q3	$2.9M	Buy	25,660 +5,907	+30%	+$667K	0.32%	79
2018 Q2	$2.08M	Sell	19,753 -793	-4%	-$83.3K	0.25%	98
2018 Q1	$2.26M	Buy	20,546 +5,171	+34%	+$569K	0.29%	85
2017 Q4	$1.48M	Buy	+15,375	New	+$1.48M	0.2%	110