Financial Council’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 | $1.61M | Hold |
5,556
| – | – | 0.78% | 24 |
|
|
2025
Q1 | $1.36M | Sell |
5,556
-53
| -0.9% | -$13K | 0.73% | 26 |
|
|
2024
Q4 | $1.34M | Hold |
5,609
| – | – | 0.69% | 26 |
|
|
2024
Q3 | $1.18M | Sell |
5,609
-289
| -5% | -$60.9K | 0.62% | 27 |
|
|
2024
Q2 | $1.19M | Sell |
5,898
-250
| -4% | -$50.6K | 0.67% | 28 |
|
|
2024
Q1 | $1.23M | Sell |
6,148
-291
| -5% | -$58.3K | 0.73% | 25 |
|
|
2023
Q4 | $1.1M | Buy |
6,439
+603
| +10% | +$103K | 0.73% | 23 |
|
|
2023
Q3 | $846K | Sell |
5,836
-220
| -4% | -$31.9K | 0.67% | 23 |
|
|
2023
Q2 | $881K | Sell |
6,056
-150
| -2% | -$21.8K | 0.67% | 22 |
|
|
2023
Q1 | $809K | Sell |
6,206
-454
| -7% | -$59.2K | 0.66% | 25 |
|
|
2022
Q4 | $893K | Hold |
6,660
| – | – | 0.56% | 27 |
|
|
2022
Q3 | $696K | Buy |
6,660
+2,215
| +50% | +$231K | 0.8% | 26 |
|
|
2022
Q2 | $501K | Buy |
4,445
+1,670
| +60% | +$188K | 0.63% | 29 |
|
|
2022
Q1 | $378K | Hold |
2,775
| – | – | 0.46% | 29 |
|
|
2021
Q4 | $439K | Sell |
2,775
-69
| -2% | -$10.9K | 0.52% | 28 |
|
|
2021
Q3 | $466K | Buy |
+2,844
| New | +$466K | 0.66% | 25 |
|