FPAS
Focus Partners Advisor Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
65,923
-8,646
| -12% | -$2.51M | 0.26% | 53 |
|
|
2025
Q1 | $18.3M | Buy |
74,569
+8,360
| +13% | +$2.05M | 0.28% | 47 |
|
|
2024
Q4 | $15.9M | Buy |
66,209
+16,799
| +34% | +$4.03M | 0.27% | 49 |
|
|
2024
Q3 | $10.4M | Buy |
49,410
+3,986
| +9% | +$840K | 0.22% | 57 |
|
|
2024
Q2 | $9.19M | Sell |
45,424
-7,365
| -14% | -$1.49M | 0.24% | 54 |
|
|
2024
Q1 | $10.2M | Buy |
52,789
+37,148
| +238% | +$7.19M | 0.3% | 44 |
|
|
2023
Q4 | $2.66M | Sell |
15,641
-4,064
| -21% | -$691K | 0.13% | 81 |
|
|
2023
Q3 | $2.86M | Buy |
19,705
+5,279
| +37% | +$766K | 0.14% | 78 |
|
|
2023
Q2 | $2.1M | Sell |
14,426
-963
| -6% | -$140K | 0.12% | 81 |
|
|
2023
Q1 | $2.01M | Sell |
15,389
-2,576
| -14% | -$336K | 0.13% | 73 |
|
|
2022
Q4 | $2.41M | Sell |
17,965
-6,993
| -28% | -$938K | 0.19% | 70 |
|
|
2022
Q3 | $2.61M | Buy |
24,958
+6,547
| +36% | +$684K | 0.15% | 72 |
|
|
2022
Q2 | $2.07M | Buy |
18,411
+6,026
| +49% | +$679K | 0.17% | 68 |
|
|
2022
Q1 | $1.69M | Buy |
12,385
+1,417
| +13% | +$193K | 0.17% | 79 |
|
|
2021
Q4 | $1.74M | Buy |
+10,968
| New | +$1.74M | 0.36% | 24 |
|