FOCUS Wealth Advisors’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 | $373K | Sell |
1,286
-69
| -5% | -$20K | 0.19% | 49 |
|
|
2025
Q1 | $332K | Buy |
1,355
+69
| +5% | +$16.9K | 0.18% | 49 |
|
|
2024
Q4 | $308K | Hold |
1,286
| – | – | 0.16% | 52 |
|
|
2024
Q3 | $271K | Hold |
1,286
| – | – | 0.14% | 56 |
|
|
2024
Q2 | $260K | Buy |
1,286
+175
| +16% | +$35.4K | 0.13% | 57 |
|
|
2024
Q1 | $223K | Buy |
+1,111
| New | +$223K | 0.12% | 57 |
|