Financial Avengers’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 | $237K | Buy |
817
+3
| +0.4% | +$870 | 0.11% | 32 |
|
|
2025
Q1 | $200K | Sell |
814
-58
| -7% | -$14.2K | 0.1% | 33 |
|
|
2024
Q4 | $209K | Buy |
872
+4
| +0.5% | +$959 | 0.1% | 32 |
|
|
2024
Q3 | $183K | Buy |
868
+43
| +5% | +$9.07K | 0.09% | 34 |
|
|
2024
Q2 | $167K | Buy |
825
+4
| +0.5% | +$809 | 0.09% | 32 |
|
|
2024
Q1 | $163K | Buy |
821
+68
| +9% | +$13.5K | 0.09% | 34 |
|
|
2023
Q4 | $128K | Buy |
753
+5
| +0.7% | +$850 | 0.08% | 38 |
|
|
2023
Q3 | $108K | Buy |
748
+29
| +4% | +$4.21K | 0.07% | 40 |
|
|
2023
Q2 | $105K | Buy |
719
+4
| +0.6% | +$582 | 0.07% | 41 |
|
|
2023
Q1 | $93.2K | Buy |
715
+4
| +0.6% | +$521 | 0.07% | 41 |
|
|
2022
Q4 | $95.4K | Buy |
711
+4
| +0.6% | +$537 | 0.08% | 38 |
|
|
2022
Q3 | $74K | Sell |
707
-11
| -2% | -$1.15K | 0.06% | 42 |
|
|
2022
Q2 | $81K | Buy |
718
+5
| +0.7% | +$564 | 0.07% | 42 |
|
|
2022
Q1 | $97K | Buy |
713
+3
| +0.4% | +$408 | 0.06% | 43 |
|
|
2021
Q4 | $112K | Buy |
710
+153
| +27% | +$24.1K | 0.07% | 44 |
|
|
2021
Q3 | $91K | Buy |
557
+2
| +0.4% | +$327 | 0.06% | 46 |
|
|
2021
Q2 | $86K | Buy |
555
+3
| +0.5% | +$465 | 0.06% | 47 |
|
|
2021
Q1 | $84K | Buy |
552
+98
| +22% | +$14.9K | 0.06% | 45 |
|
|
2020
Q4 | $58K | Buy |
+454
| New | +$58K | 0.05% | 49 |
|