Financial Gravity Companies’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 | $106K | Buy |
+365
| New | +$106K | 0.02% | 218 |
|
|
2024
Q4 | $63.5K | Buy |
265
+262
| +8,733% | +$62.8K | 0.01% | 256 |
|
|
2024
Q3 | $633 | Buy |
+3
| New | +$633 | ﹤0.01% | 569 |
|
|
2018
Q4 | $36K | Buy |
+350
| New | +$36K | 0.03% | 417 |
|
|
2018
Q1 | $150K | Buy |
1,394
+497
| +55% | +$53.5K | 0.15% | 140 |
|
|
2017
Q4 | $104K | Buy |
+897
| New | +$104K | 0.12% | 171 |
|