Financial Freedom LLC’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 | $846K | Buy |
2,919
+5
| +0.2% | +$1.45K | 0.46% | 43 |
|
|
2025
Q1 | $715K | Buy |
2,914
+5
| +0.2% | +$1.23K | 0.41% | 44 |
|
|
2024
Q4 | $697K | Buy |
2,909
+6
| +0.2% | +$1.44K | 0.37% | 49 |
|
|
2024
Q3 | $612K | Buy |
2,903
+6
| +0.2% | +$1.27K | 0.32% | 53 |
|
|
2024
Q2 | $586K | Buy |
2,897
+144
| +5% | +$29.1K | 0.33% | 52 |
|
|
2024
Q1 | $551K | Buy |
2,753
+6
| +0.2% | +$1.2K | 0.33% | 53 |
|
|
2023
Q4 | $467K | Buy |
2,747
+11
| +0.4% | +$1.87K | 0.3% | 58 |
|
|
2023
Q3 | $397K | Buy |
2,736
+9
| +0.3% | +$1.31K | 0.28% | 60 |
|
|
2023
Q2 | $397K | Buy |
2,727
+10
| +0.4% | +$1.45K | 0.28% | 59 |
|
|
2023
Q1 | $354K | Sell |
2,717
-66
| -2% | -$8.6K | 0.26% | 58 |
|
|
2022
Q4 | $373K | Buy |
+2,783
| New | +$373K | 0.25% | 53 |
|