Flaharty Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $184K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | $158K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $400K | Sell |
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|
2018
Q2 | $696K | Sell |
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|
2018
Q1 | $984K | Buy |
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|
2017
Q4 | $423K | Buy |
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