FMB Wealth Management’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 | $368K | Buy |
1,269
+25
| +2% | +$7.25K | 0.18% | 54 |
|
|
2025
Q1 | $305K | Buy |
1,244
+5
| +0.4% | +$1.23K | 0.17% | 56 |
|
|
2024
Q4 | $297K | Buy |
1,239
+4
| +0.3% | +$959 | 0.17% | 54 |
|
|
2024
Q3 | $261K | Hold |
1,235
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $250K | Buy |
1,235
+7
| +0.6% | +$1.42K | 0.19% | 58 |
|
|
2024
Q1 | $246K | Hold |
1,228
| – | – | 0.2% | 58 |
|
|
2023
Q4 | $209K | Buy |
+1,228
| New | +$209K | 0.19% | 58 |
|