FSG
Financial Strategies Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
32,043
+1,313
| +4% | +$377K | 1.92% | 15 |
|
|
2025
Q1 | $7.16M | Sell |
30,730
-978
| -3% | -$228K | 1.69% | 18 |
|
|
2024
Q4 | $7.61M | Sell |
31,708
-1,463
| -4% | -$351K | 1.82% | 16 |
|
|
2024
Q3 | $7.35M | Buy |
33,171
+175
| +0.5% | +$38.8K | 1.72% | 18 |
|
|
2024
Q2 | $6.85M | Buy |
32,996
+4,019
| +14% | +$834K | 1.72% | 17 |
|
|
2024
Q1 | $5.71M | Buy |
28,977
+4,119
| +17% | +$812K | 1.54% | 19 |
|
|
2023
Q4 | $4.24M | Buy |
24,858
+3,210
| +15% | +$547K | 1.21% | 20 |
|
|
2023
Q3 | $3.19M | Buy |
21,648
+2,796
| +15% | +$412K | 1.01% | 23 |
|
|
2023
Q2 | $2.74M | Buy |
18,852
+7,652
| +68% | +$1.11M | 0.88% | 23 |
|
|
2023
Q1 | $1.46M | Buy |
11,200
+1,081
| +11% | +$141K | 0.56% | 32 |
|
|
2022
Q4 | $1.36M | Buy |
10,119
+29
| +0.3% | +$3.89K | 0.56% | 31 |
|
|
2022
Q3 | $1.05M | Buy |
10,090
+2,318
| +30% | +$242K | 0.48% | 36 |
|
|
2022
Q2 | $875K | Buy |
7,772
+2,272
| +41% | +$256K | 0.37% | 36 |
|
|
2022
Q1 | $750K | Buy |
5,500
+916
| +20% | +$125K | 0.3% | 38 |
|
|
2021
Q4 | $726K | Buy |
4,584
+507
| +12% | +$80.3K | 0.3% | 37 |
|
|
2021
Q3 | $667K | Buy |
4,077
+561
| +16% | +$91.8K | 0.3% | 36 |
|
|
2021
Q2 | $547K | Buy |
3,516
+786
| +29% | +$122K | 0.25% | 38 |
|
|
2021
Q1 | $416K | Sell |
2,730
-146
| -5% | -$22.2K | 0.22% | 43 |
|
|
2020
Q4 | $365K | Buy |
+2,876
| New | +$365K | 0.2% | 41 |
|