FCA
FLC Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
15,957
-467
| -3% | -$135K | 0.96% | 25 |
|
|
2025
Q1 | $4.03M | Buy |
16,424
+148
| +0.9% | +$36.3K | 0.9% | 29 |
|
|
2024
Q4 | $3.9M | Sell |
16,276
-2,735
| -14% | -$656K | 0.9% | 29 |
|
|
2024
Q3 | $4.01M | Sell |
19,011
-1,650
| -8% | -$348K | 0.92% | 29 |
|
|
2024
Q2 | $4.18M | Buy |
20,661
+5
| +0% | +$1.01K | 1.03% | 25 |
|
|
2024
Q1 | $4.14M | Buy |
20,656
+31
| +0.2% | +$6.21K | 1.05% | 24 |
|
|
2023
Q4 | $3.51M | Buy |
20,625
+481
| +2% | +$81.8K | 0.95% | 25 |
|
|
2023
Q3 | $2.92M | Sell |
20,144
-3,058
| -13% | -$443K | 0.89% | 28 |
|
|
2023
Q2 | $3.37M | Sell |
23,202
-102
| -0.4% | -$14.8K | 0.99% | 25 |
|
|
2023
Q1 | $3.04M | Sell |
23,304
-50
| -0.2% | -$6.52K | 0.93% | 25 |
|
|
2022
Q4 | $3.13M | Sell |
23,354
-283
| -1% | -$38K | 0.97% | 27 |
|
|
2022
Q3 | $2.47M | Sell |
23,637
-1,884
| -7% | -$197K | 0.86% | 30 |
|
|
2022
Q2 | $2.87M | Buy |
25,521
+1,213
| +5% | +$137K | 0.96% | 28 |
|
|
2022
Q1 | $3.31M | Buy |
24,308
+1,135
| +5% | +$155K | 0.93% | 29 |
|
|
2021
Q4 | $3.67M | Sell |
23,173
-300
| -1% | -$47.5K | 1.02% | 25 |
|
|
2021
Q3 | $3.84M | Hold |
23,473
| – | – | 1.13% | 24 |
|
|
2021
Q2 | $3.65M | Sell |
23,473
-602
| -3% | -$93.6K | 1.07% | 25 |
|
|
2021
Q1 | $3.67M | Buy |
24,075
+517
| +2% | +$78.7K | 1.15% | 23 |
|
|
2020
Q4 | $2.99M | Buy |
23,558
+217
| +0.9% | +$27.6K | 0.99% | 25 |
|
|
2020
Q3 | $2.34M | Buy |
23,341
+1,154
| +5% | +$116K | 0.86% | 32 |
|
|
2020
Q2 | $2.11M | Buy |
22,187
+2,070
| +10% | +$197K | 0.84% | 32 |
|
|
2020
Q1 | $1.76M | Buy |
20,117
+2,846
| +16% | +$249K | 0.82% | 23 |
|
|
2019
Q4 | $2.41M | Sell |
17,271
-200
| -1% | -$27.9K | 0.96% | 17 |
|
|
2019
Q3 | $2.06M | Sell |
17,471
-903
| -5% | -$106K | 0.87% | 17 |
|
|
2019
Q2 | $2.07M | Buy |
18,374
+1,747
| +11% | +$197K | 0.85% | 19 |
|
|
2019
Q1 | $1.68M | Buy |
16,627
+4,008
| +32% | +$406K | 0.76% | 21 |
|
|
2018
Q4 | $1.23M | Buy |
+12,619
| New | +$1.23M | 0.83% | 22 |
|