FAM
Flaharty Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
1,415
-210
| -13% | -$60.9K | 0.08% | 56 |
|
|
2025
Q1 | $399K | Sell |
1,625
-100
| -6% | -$24.5K | 0.06% | 80 |
|
|
2024
Q4 | $413K | Buy |
1,725
+851
| +97% | +$204K | 0.06% | 78 |
|
|
2024
Q3 | $184K | Buy |
+874
| New | +$184K | 0.03% | 121 |
|
|
2024
Q2 | – | Sell |
-1,232
| Closed | -$247K | – | 122 |
|
|
2024
Q1 | $247K | Buy |
1,232
+34
| +3% | +$6.81K | 0.04% | 105 |
|
|
2023
Q4 | $204K | Buy |
1,198
+109
| +10% | +$18.5K | 0.03% | 115 |
|
|
2023
Q3 | $158K | Buy |
+1,089
| New | +$158K | 0.03% | 122 |
|
|
2021
Q4 | – | Sell |
-1,381
| Closed | -$226K | – | 144 |
|
|
2021
Q3 | $226K | Sell |
1,381
-46
| -3% | -$7.53K | 0.05% | 122 |
|
|
2021
Q2 | $222K | Sell |
1,427
-65
| -4% | -$10.1K | 0.05% | 115 |
|
|
2021
Q1 | $227K | Buy |
+1,492
| New | +$227K | 0.05% | 103 |
|
|
2020
Q2 | – | Sell |
-2,549
| Closed | -$229K | – | 71 |
|
|
2020
Q1 | $229K | Sell |
2,549
-142
| -5% | -$12.8K | 0.11% | 58 |
|
|
2019
Q4 | $375K | Sell |
2,691
-691
| -20% | -$96.3K | 0.13% | 50 |
|
|
2019
Q3 | $398K | Buy |
3,382
+299
| +10% | +$35.2K | 0.15% | 49 |
|
|
2019
Q2 | $345K | Sell |
3,083
-1,528
| -33% | -$171K | 0.13% | 55 |
|
|
2019
Q1 | $467K | Buy |
4,611
+1,085
| +31% | +$110K | 0.19% | 45 |
|
|
2018
Q4 | $344K | Hold |
3,526
| – | – | 0.15% | 57 |
|
|
2018
Q3 | $400K | Sell |
3,526
-3,151
| -47% | -$357K | 0.16% | 52 |
|
|
2018
Q2 | $696K | Sell |
6,677
-2,448
| -27% | -$255K | 0.27% | 30 |
|
|
2018
Q1 | $984K | Buy |
9,125
+5,227
| +134% | +$564K | 0.41% | 26 |
|
|
2017
Q4 | $423K | Buy |
+3,898
| New | +$423K | 0.19% | 54 |
|