Financial Engines Advisors’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 | $5.69M | Buy |
19,633
+3,133
| +19% | +$908K | 0.01% | 135 |
|
|
2025
Q1 | $4.05M | Sell |
16,500
-49
| -0.3% | -$12K | 0.01% | 145 |
|
|
2024
Q4 | $3.97M | Buy |
16,549
+8,217
| +99% | +$1.97M | 0.01% | 154 |
|
|
2024
Q3 | $1.76M | Buy |
8,332
+30
| +0.4% | +$6.33K | ﹤0.01% | 186 |
|
|
2024
Q2 | $1.68M | Buy |
8,302
+23
| +0.3% | +$4.65K | ﹤0.01% | 180 |
|
|
2024
Q1 | $1.66M | Buy |
8,279
+2,819
| +52% | +$565K | ﹤0.01% | 170 |
|
|
2023
Q4 | $929K | Sell |
5,460
-378
| -6% | -$64.3K | ﹤0.01% | 188 |
|
|
2023
Q3 | $847K | Buy |
5,838
+2,966
| +103% | +$430K | ﹤0.01% | 177 |
|
|
2023
Q2 | $418K | Buy |
2,872
+322
| +13% | +$46.8K | ﹤0.01% | 218 |
|
|
2023
Q1 | $332K | Sell |
2,550
-3,533
| -58% | -$460K | ﹤0.01% | 233 |
|
|
2022
Q4 | $816K | Buy |
6,083
+2,554
| +72% | +$343K | ﹤0.01% | 187 |
|
|
2022
Q3 | $368K | Buy |
3,529
+435
| +14% | +$45.4K | ﹤0.01% | 223 |
|
|
2022
Q2 | $348K | Buy |
3,094
+213
| +7% | +$24K | ﹤0.01% | 232 |
|
|
2022
Q1 | $393K | Buy |
2,881
+516
| +22% | +$70.4K | ﹤0.01% | 220 |
|
|
2021
Q4 | $374K | Sell |
2,365
-1,645
| -41% | -$260K | ﹤0.01% | 186 |
|
|
2021
Q3 | $656K | Sell |
4,010
-1,085
| -21% | -$177K | ﹤0.01% | 142 |
|
|
2021
Q2 | $793K | Sell |
5,095
-701
| -12% | -$109K | ﹤0.01% | 115 |
|
|
2021
Q1 | $882K | Sell |
5,796
-347
| -6% | -$52.8K | ﹤0.01% | 124 |
|
|
2020
Q4 | $781K | Buy |
6,143
+873
| +17% | +$111K | ﹤0.01% | 131 |
|
|
2020
Q3 | $507K | Buy |
5,270
+2,625
| +99% | +$253K | ﹤0.01% | 157 |
|
|
2020
Q2 | $249K | Buy |
+2,645
| New | +$249K | ﹤0.01% | 171 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$3K | – | 102 |
|
|
2017
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 81 |
|