Fischer Financial Services’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
$5.5M Sell
18,989
-361
-2% -$104K 1.62% 22
2025
Q1
$4.75M Buy
19,350
+177
+0.9% +$43.4K 1.53% 21
2024
Q4
$4.6M Buy
+19,173
New +$4.6M 1.45% 22