Financial Enhancement 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 | $660K | Sell |
2,301
-22
| -0.9% | -$6.31K | 0.09% | 98 |
|
|
2025
Q1 | $547K | Buy |
2,323
+26
| +1% | +$6.13K | 0.09% | 92 |
|
|
2024
Q4 | $561K | Buy |
+2,297
| New | +$561K | 0.09% | 92 |
|
|
2024
Q3 | – | Sell |
-2,387
| Closed | -$496K | – | 128 |
|
|
2024
Q2 | $496K | Sell |
2,387
-78
| -3% | -$16.2K | 0.08% | 91 |
|
|
2024
Q1 | $451K | Buy |
2,465
+52
| +2% | +$9.51K | 0.07% | 100 |
|
|
2023
Q4 | $403K | Buy |
+2,413
| New | +$403K | 0.07% | 98 |
|
|
2022
Q4 | – | Sell |
-896
| Closed | -$94K | – | 222 |
|
|
2022
Q3 | $94K | Hold |
896
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $101K | Sell |
896
-10
| -1% | -$1.13K | 0.02% | 118 |
|
|
2022
Q1 | $124K | Sell |
906
-58
| -6% | -$7.94K | 0.02% | 114 |
|
|
2021
Q4 | $153K | Sell |
964
-55
| -5% | -$8.73K | 0.03% | 109 |
|
|
2021
Q3 | $167K | Sell |
1,019
-43
| -4% | -$7.05K | 0.03% | 105 |
|
|
2021
Q2 | $165K | Sell |
1,062
-66
| -6% | -$10.3K | 0.03% | 98 |
|
|
2021
Q1 | $172K | Sell |
1,128
-324
| -22% | -$49.4K | 0.04% | 94 |
|
|
2020
Q4 | $185K | Buy |
1,452
+939
| +183% | +$120K | 0.04% | 97 |
|
|
2020
Q3 | $49K | Buy |
513
+30
| +6% | +$2.87K | 0.01% | 122 |
|
|
2020
Q2 | $45K | Sell |
483
-207
| -30% | -$19.3K | 0.01% | 131 |
|
|
2020
Q1 | $62K | Sell |
690
-5,613
| -89% | -$504K | 0.02% | 123 |
|
|
2019
Q4 | $879K | Buy |
6,303
+4,983
| +378% | +$695K | 0.22% | 47 |
|
|
2019
Q3 | $155K | Buy |
1,320
+437
| +49% | +$51.3K | 0.04% | 84 |
|
|
2019
Q2 | $99K | Sell |
883
-50
| -5% | -$5.61K | 0.03% | 107 |
|
|
2019
Q1 | $94K | Sell |
933
-759
| -45% | -$76.5K | 0.03% | 119 |
|
|
2018
Q4 | $191K | Hold |
1,692
| – | – | 0.06% | 88 |
|
|
2018
Q3 | $191K | Sell |
1,692
-126
| -7% | -$14.2K | 0.06% | 88 |
|
|
2018
Q2 | $189K | Sell |
1,818
-163
| -8% | -$16.9K | 0.07% | 84 |
|
|
2018
Q1 | $218K | Hold |
1,981
| – | – | 0.08% | 75 |
|
|
2017
Q4 | $212K | Buy |
+1,981
| New | +$212K | 0.08% | 79 |
|