Flavin 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
$4.17M Sell
14,400
-989
-6% -$287K 4.05% 2
2025
Q1
$3.77M Buy
15,389
+482
+3% +$118K 3.47% 5
2024
Q4
$3.57M Buy
+14,907
New +$3.57M 3.4% 4