Flower City Capital’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 | $351K | Hold |
1,211
| – | – | 0.21% | 25 |
|
|
2025
Q1 | $297K | Hold |
1,211
| – | – | 0.19% | 28 |
|
|
2024
Q4 | $290K | Hold |
1,211
| – | – | 0.18% | 27 |
|
|
2024
Q3 | $255K | Sell |
1,211
-120
| -9% | -$25.3K | 0.15% | 29 |
|
|
2024
Q2 | $269K | Sell |
1,331
-34
| -2% | -$6.88K | 0.17% | 28 |
|
|
2024
Q1 | $273K | Sell |
1,365
-93
| -6% | -$18.6K | 0.18% | 29 |
|
|
2023
Q4 | $248K | Sell |
1,458
-3
| -0.2% | -$510 | 0.18% | 29 |
|
|
2023
Q3 | $212K | Hold |
1,461
| – | – | 0.22% | 27 |
|
|
2023
Q2 | $212K | Buy |
+1,461
| New | +$212K | 0.25% | 26 |
|
|
2022
Q1 | – | Sell |
-1,282
| Closed | -$203K | – | 44 |
|
|
2021
Q4 | $203K | Buy |
+1,282
| New | +$203K | 0.2% | 50 |
|