Financial Synergies Wealth Advisors’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 | $363K | Buy |
1,252
+252
| +25% | +$73.1K | 0.04% | 73 |
|
|
2025
Q1 | $245K | Buy |
1,000
+10
| +1% | +$2.45K | 0.03% | 75 |
|
|
2024
Q4 | $237K | Sell |
990
-118
| -11% | -$28.3K | 0.03% | 67 |
|
|
2024
Q3 | $234K | Buy |
+1,108
| New | +$234K | 0.03% | 69 |
|
|
2024
Q2 | – | Sell |
-787
| Closed | -$158K | – | 264 |
|
|
2024
Q1 | $158K | Buy |
787
+439
| +126% | +$87.9K | 0.02% | 82 |
|
|
2023
Q4 | $46.6K | Sell |
348
-435
| -56% | -$58.3K | 0.01% | 97 |
|
|
2023
Q3 | $114K | Sell |
783
-99
| -11% | -$14.4K | 0.02% | 82 |
|
|
2023
Q2 | $128K | Sell |
882
-70
| -7% | -$10.2K | 0.02% | 78 |
|
|
2023
Q1 | $124K | Buy |
952
+604
| +174% | +$78.7K | 0.02% | 77 |
|
|
2022
Q4 | $46.6K | Buy |
348
+141
| +68% | +$18.9K | 0.01% | 97 |
|
|
2022
Q3 | $21.7K | Buy |
207
+1
| +0.5% | +$105 | ﹤0.01% | 124 |
|
|
2022
Q2 | $23.2K | Buy |
+206
| New | +$23.2K | ﹤0.01% | 128 |
|