FZCM
Flynn Zito Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
2,720
+302
| +12% | +$87.6K | 0.33% | 47 |
|
|
2025
Q1 | $593K | Buy |
2,418
+352
| +17% | +$86.3K | 0.27% | 59 |
|
|
2024
Q4 | $495K | Buy |
2,066
+130
| +7% | +$31.2K | 0.23% | 65 |
|
|
2024
Q3 | $408K | Buy |
1,936
+86
| +5% | +$18.1K | 0.2% | 63 |
|
|
2024
Q2 | $374K | Buy |
1,850
+26
| +1% | +$5.26K | 0.19% | 64 |
|
|
2024
Q1 | $365K | Buy |
1,824
+13
| +0.7% | +$2.6K | 0.19% | 70 |
|
|
2023
Q4 | $308K | Buy |
1,811
+74
| +4% | +$12.6K | 0.21% | 58 |
|
|
2023
Q3 | $252K | Buy |
1,737
+1
| +0.1% | +$145 | 0.18% | 57 |
|
|
2023
Q2 | $252K | Buy |
1,736
+135
| +8% | +$19.6K | 0.17% | 59 |
|
|
2023
Q1 | $209K | Sell |
1,601
-24
| -1% | -$3.13K | 0.15% | 66 |
|
|
2022
Q4 | $218K | Buy |
+1,625
| New | +$218K | 0.18% | 65 |
|
|
2022
Q3 | – | Sell |
-1,803
| Closed | -$203K | – | 90 |
|
|
2022
Q2 | $203K | Buy |
1,803
+283
| +19% | +$31.9K | 0.11% | 66 |
|
|
2022
Q1 | $207K | Sell |
1,520
-69
| -4% | -$9.4K | 0.18% | 73 |
|
|
2021
Q4 | $251K | Buy |
+1,589
| New | +$251K | 0.21% | 59 |
|