Financial Connections Group’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 | $116K | Buy |
403
+60
| +17% | +$17.3K | 0.05% | 76 |
|
|
2025
Q1 | $84K | Buy |
343
+213
| +164% | +$52.2K | 0.04% | 80 |
|
|
2024
Q4 | $31K | Buy |
130
+25
| +24% | +$5.96K | 0.01% | 114 |
|
|
2024
Q3 | $22K | Sell |
105
-158
| -60% | -$33.1K | 0.01% | 123 |
|
|
2024
Q2 | $53K | Buy |
263
+66
| +34% | +$13.3K | 0.03% | 98 |
|
|
2024
Q1 | $40K | Sell |
197
-1,034
| -84% | -$210K | 0.04% | 60 |
|
|
2023
Q4 | $209K | Hold |
1,231
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $178K | Sell |
1,231
-101
| -8% | -$14.6K | 0.22% | 37 |
|
|
2023
Q2 | $193K | Buy |
1,332
+1,227
| +1,169% | +$178K | 0.13% | 58 |
|
|
2023
Q1 | $13K | Hold |
105
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $14K | Hold |
105
| – | – | 0.01% | 149 |
|
|
2022
Q3 | $10K | Sell |
105
-201
| -66% | -$19.1K | 0.01% | 148 |
|
|
2022
Q2 | $34K | Buy |
306
+100
| +49% | +$11.1K | 0.03% | 110 |
|
|
2022
Q1 | $28K | Hold |
206
| – | – | 0.03% | 133 |
|
|
2021
Q4 | $32K | Buy |
+206
| New | +$32K | 0.03% | 127 |
|