Focus Partners Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661M | Buy |
2,279,976
+47,902
| +2% | +$13.9M | 1.43% | 9 |
|
|
2025
Q1 | $548M | Sell |
2,232,074
-21,226
| -0.9% | -$5.21M | 1.37% | 10 |
|
|
2024
Q4 | $540M | Buy |
2,253,300
+743,364
| +49% | +$178M | 1.4% | 11 |
|
|
2024
Q3 | $318M | Sell |
1,509,936
-219,235
| -13% | -$46.2M | 1.01% | 16 |
|
|
2024
Q2 | $350M | Buy |
1,729,171
+914,311
| +112% | +$185M | 1.18% | 13 |
|
|
2024
Q1 | $163M | Buy |
814,860
+258,067
| +46% | +$51.7M | 1.33% | 10 |
|
|
2023
Q4 | $94.7M | Buy |
+556,793
| New | +$94.7M | 1.24% | 11 |
|