Focus Financial Network’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 | $9.13M | Sell |
31,480
-3,491
| -10% | -$1.01M | 0.36% | 52 |
|
|
2025
Q1 | $8.58M | Buy |
34,971
+234
| +0.7% | +$57.4K | 0.35% | 56 |
|
|
2024
Q4 | $8.33M | Buy |
34,737
+594
| +2% | +$142K | 0.33% | 55 |
|
|
2024
Q3 | $7.2M | Sell |
34,143
-64
| -0.2% | -$13.5K | 0.29% | 69 |
|
|
2024
Q2 | $7.42M | Buy |
34,207
+1,521
| +5% | +$330K | 0.32% | 60 |
|
|
2024
Q1 | $5.92M | Sell |
32,686
-118,294
| -78% | -$21.4M | 0.29% | 70 |
|
|
2023
Q4 | $25.7M | Buy |
150,980
+116,706
| +341% | +$19.9M | 0.97% | 14 |
|
|
2023
Q3 | $4.97M | Buy |
34,274
+418
| +1% | +$60.6K | 0.28% | 69 |
|
|
2023
Q2 | $4.92M | Sell |
33,856
-1,416
| -4% | -$206K | 0.27% | 75 |
|
|
2023
Q1 | $4.6M | Sell |
35,272
-145
| -0.4% | -$18.9K | 0.29% | 78 |
|
|
2022
Q4 | $4.75M | Sell |
35,417
-330
| -0.9% | -$44.3K | 0.39% | 53 |
|
|
2022
Q3 | $3.74M | Sell |
35,747
-475
| -1% | -$49.6K | 0.32% | 63 |
|
|
2022
Q2 | $4.08M | Buy |
36,222
+29
| +0.1% | +$3.27K | 0.34% | 62 |
|
|
2022
Q1 | $4.93M | Sell |
36,193
-94,059
| -72% | -$12.8M | 0.34% | 58 |
|
|
2021
Q4 | $20.6M | Buy |
130,252
+4,330
| +3% | +$686K | 3.02% | 4 |
|
|
2021
Q3 | $20.6M | Buy |
125,922
+896
| +0.7% | +$147K | 2.75% | 4 |
|
|
2021
Q2 | $19.4M | Buy |
125,026
+397
| +0.3% | +$61.8K | 2.59% | 4 |
|
|
2021
Q1 | $19M | Buy |
124,629
+90,757
| +268% | +$13.8M | 2.22% | 4 |
|
|
2020
Q4 | $4.3M | Buy |
33,872
+2,056
| +6% | +$261K | 0.38% | 57 |
|
|
2020
Q3 | $3.06M | Buy |
31,816
+1,181
| +4% | +$114K | 0.29% | 71 |
|
|
2020
Q2 | $2.88M | Sell |
30,635
-355
| -1% | -$33.4K | 0.32% | 69 |
|
|
2020
Q1 | $2.79M | Buy |
30,990
+388
| +1% | +$34.9K | 0.37% | 55 |
|
|
2019
Q4 | $4.27M | Buy |
30,602
+3,392
| +12% | +$473K | 0.52% | 42 |
|
|
2019
Q3 | $3.2M | Buy |
27,210
+2,928
| +12% | +$345K | 0.44% | 51 |
|
|
2019
Q2 | $2.71M | Buy |
24,282
+85
| +0.4% | +$9.5K | 0.4% | 54 |
|
|
2019
Q1 | $2.45M | Buy |
+24,197
| New | +$2.45M | 0.39% | 54 |
|