Florida Financial Advisors’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 | $3.22M | Buy |
11,103
+1,240
| +13% | +$360K | 1.07% | 21 |
|
|
2025
Q1 | $2.42M | Buy |
9,863
+3,792
| +62% | +$929K | 0.95% | 22 |
|
|
2024
Q4 | $1.46M | Sell |
6,071
-194
| -3% | -$46.5K | 0.65% | 30 |
|
|
2024
Q3 | $1.32M | Buy |
6,265
+1,465
| +31% | +$309K | 0.68% | 29 |
|
|
2024
Q2 | $971K | Buy |
4,800
+667
| +16% | +$135K | 0.58% | 34 |
|
|
2024
Q1 | $828K | Buy |
4,133
+289
| +8% | +$57.9K | 0.61% | 29 |
|
|
2023
Q4 | $654K | Buy |
+3,844
| New | +$654K | 0.61% | 33 |
|