FP
Financial Perspectives’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
9,719
+4
| +0% | +$1.16K | 0.85% | 25 |
|
|
2025
Q1 | $2.38M | Buy |
9,715
+4
| +0% | +$981 | 0.82% | 28 |
|
|
2024
Q4 | $2.33M | Buy |
9,711
+582
| +6% | +$140K | 0.78% | 27 |
|
|
2024
Q3 | $1.92M | Buy |
9,129
+3
| +0% | +$633 | 0.67% | 30 |
|
|
2024
Q2 | $1.85M | Buy |
9,126
+5
| +0.1% | +$1.01K | 0.68% | 29 |
|
|
2024
Q1 | $1.83M | Sell |
9,121
-93
| -1% | -$18.6K | 0.69% | 30 |
|
|
2023
Q4 | $1.57M | Buy |
9,214
+56
| +0.6% | +$9.53K | 0.64% | 31 |
|
|
2023
Q3 | $1.33M | Sell |
9,158
-17
| -0.2% | -$2.47K | 0.61% | 33 |
|
|
2023
Q2 | $1.33M | Buy |
9,175
+5
| +0.1% | +$727 | 0.59% | 33 |
|
|
2023
Q1 | $1.19M | Buy |
9,170
+4
| +0% | +$521 | 0.57% | 36 |
|
|
2022
Q4 | $1.23M | Sell |
9,166
-188
| -2% | -$25.2K | 0.63% | 31 |
|
|
2022
Q3 | $978K | Buy |
9,354
+3,965
| +74% | +$414K | 0.55% | 32 |
|
|
2022
Q2 | $607K | Hold |
5,389
| – | – | 0.34% | 48 |
|
|
2022
Q1 | $735K | Buy |
5,389
+358
| +7% | +$48.8K | 0.34% | 49 |
|
|
2021
Q4 | $797K | Hold |
5,031
| – | – | 0.38% | 43 |
|
|
2021
Q3 | $824K | Buy |
5,031
+181
| +4% | +$29.6K | 0.41% | 43 |
|
|
2021
Q2 | $754K | Sell |
4,850
-749,145
| -99% | -$117M | 0.37% | 46 |
|
|
2021
Q1 | $4.95M | Buy |
753,995
+749,912
| +18,367% | +$4.93M | 0.25% | 79 |
|
|
2020
Q4 | $519K | Buy |
4,083
+343
| +9% | +$43.6K | 0.29% | 56 |
|
|
2020
Q3 | $360K | Buy |
3,740
+158
| +4% | +$15.2K | 0.24% | 60 |
|
|
2020
Q2 | $337K | Hold |
3,582
| – | – | 0.24% | 61 |
|
|
2020
Q1 | $322K | Buy |
3,582
+374
| +12% | +$33.7K | 0.26% | 52 |
|
|
2019
Q4 | $447K | Buy |
+3,208
| New | +$447K | 0.31% | 42 |
|