FPF
First Pacific Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
21,104
+17,755
| +530% | +$5.15M | 0.9% | 17 |
|
|
2025
Q1 | $822K | Buy |
3,349
+297
| +10% | +$72.9K | 0.17% | 72 |
|
|
2024
Q4 | $732K | Buy |
3,052
+1,011
| +50% | +$242K | 0.17% | 89 |
|
|
2024
Q3 | $430K | Buy |
2,041
+1,000
| +96% | +$211K | 0.1% | 104 |
|
|
2024
Q2 | $211K | Sell |
1,041
-72
| -6% | -$14.6K | 0.05% | 114 |
|
|
2024
Q1 | $223K | Sell |
1,113
-938
| -46% | -$188K | 0.06% | 116 |
|
|
2023
Q4 | $349K | Hold |
2,051
| – | – | 0.11% | 103 |
|
|
2023
Q3 | $297K | Hold |
2,051
| – | – | 0.13% | 99 |
|
|
2023
Q2 | $298K | Buy |
2,051
+484
| +31% | +$70.4K | 0.13% | 102 |
|
|
2023
Q1 | $204K | Hold |
1,567
| – | – | 0.09% | 104 |
|
|
2022
Q4 | $210K | Buy |
+1,567
| New | +$210K | 0.1% | 106 |
|
|
2022
Q2 | – | Sell |
-2,060
| Closed | -$281K | – | 106 |
|
|
2022
Q1 | $281K | Hold |
2,060
| – | – | 0.14% | 88 |
|
|
2021
Q4 | $326K | Hold |
2,060
| – | – | 0.16% | 92 |
|
|
2021
Q3 | $337K | Buy |
+2,060
| New | +$337K | 0.18% | 91 |
|