FCAS
First Command Advisory Services’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Buy |
10,341
+1,035
| +11% | +$300K | 0.03% | 43 |
|
2025
Q1 | $2.28M | Buy |
9,306
+40
| +0.4% | +$9.81K | 0.02% | 48 |
|
2024
Q4 | $2.22M | Buy |
9,266
+158
| +2% | +$37.9K | 0.02% | 46 |
|
2024
Q3 | $1.92M | Buy |
9,108
+1,320
| +17% | +$278K | 0.02% | 49 |
|
2024
Q2 | $1.58M | Sell |
7,788
-216
| -3% | -$43.7K | 0.02% | 46 |
|
2024
Q1 | $1.6M | Buy |
8,004
+523
| +7% | +$105K | 0.02% | 44 |
|
2023
Q4 | $1.27M | Buy |
7,481
+187
| +3% | +$31.8K | 0.01% | 49 |
|
2023
Q3 | $1.06M | Buy |
7,294
+7,293
| +729,300% | +$1.06M | 0.01% | 48 |
|
2023
Q2 | $145 | Buy |
+1
| New | +$145 | ﹤0.01% | 58 |
|
2023
Q1 | – | Sell |
-69
| Closed | – | – | 174 |
|
2022
Q4 | $0 | Sell |
69
-48
| -41% | – | ﹤0.01% | 137 |
|
2022
Q3 | $0 | Buy |
+117
| New | – | ﹤0.01% | 104 |
|
2021
Q3 | – | Sell |
-60
| Closed | -$9K | – | 143 |
|
2021
Q2 | $9K | Buy |
+60
| New | +$9K | ﹤0.01% | 18 |
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 29 |
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 18 |
|