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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