FSA
Financial Security Advisor’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
2,673
+180
| +7% | +$52.2K | 0.18% | 56 |
|
|
2025
Q1 | $612K | Buy |
2,493
+6
| +0.2% | +$1.47K | 0.16% | 58 |
|
|
2024
Q4 | $596K | Sell |
2,487
-367
| -13% | -$88K | 0.15% | 57 |
|
|
2024
Q3 | $602K | Buy |
2,854
+370
| +15% | +$78K | 0.15% | 56 |
|
|
2024
Q2 | $502K | Buy |
2,484
+9
| +0.4% | +$1.82K | 0.17% | 56 |
|
|
2024
Q1 | $496K | Sell |
2,475
-202
| -8% | -$40.5K | 0.17% | 56 |
|
|
2023
Q4 | $455K | Buy |
2,677
+145
| +6% | +$24.7K | 0.18% | 56 |
|
|
2023
Q3 | $367K | Buy |
+2,532
| New | +$367K | 0.17% | 64 |
|