FAM
Formidable Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Sell |
27,905
-67
| -0.2% | -$16.4K | 1.14% | 13 |
|
|
2025
Q1 | $6.86M | Sell |
27,972
-1,139
| -4% | -$279K | 1.15% | 13 |
|
|
2024
Q4 | $6.98M | Sell |
29,111
-626
| -2% | -$150K | 1.15% | 14 |
|
|
2024
Q3 | $6.27M | Sell |
29,737
-684
| -2% | -$144K | 1% | 16 |
|
|
2024
Q2 | $6.15M | Buy |
30,421
+225
| +0.7% | +$45.5K | 0.99% | 17 |
|
|
2024
Q1 | $6.05M | Buy |
30,196
+19,446
| +181% | +$3.9M | 0.99% | 14 |
|
|
2023
Q4 | $1.83M | Sell |
10,750
-244
| -2% | -$41.5K | 0.38% | 49 |
|
|
2023
Q3 | $1.59M | Sell |
10,994
-136
| -1% | -$19.7K | 0.35% | 53 |
|
|
2023
Q2 | $1.62M | Buy |
11,130
+339
| +3% | +$49.3K | 0.35% | 51 |
|
|
2023
Q1 | $1.41M | Sell |
10,791
-267
| -2% | -$34.8K | 0.3% | 60 |
|
|
2022
Q4 | $1.48M | Buy |
11,058
+92
| +0.8% | +$12.3K | 0.34% | 51 |
|
|
2022
Q3 | $1.35M | Sell |
10,966
-766
| -7% | -$94.3K | 0.31% | 61 |
|
|
2022
Q2 | $1.33M | Buy |
11,732
+571
| +5% | +$64.6K | 0.3% | 65 |
|
|
2022
Q1 | $1.52M | Buy |
11,161
+821
| +8% | +$112K | 0.29% | 71 |
|
|
2021
Q4 | $1.71M | Buy |
10,340
+876
| +9% | +$145K | 0.33% | 56 |
|
|
2021
Q3 | $1.55M | Buy |
9,464
+3,936
| +71% | +$644K | 0.29% | 69 |
|
|
2021
Q2 | $860K | Sell |
5,528
-3,597
| -39% | -$560K | 0.18% | 106 |
|
|
2021
Q1 | $1.4M | Buy |
9,125
+521
| +6% | +$80.2K | 0.31% | 81 |
|
|
2020
Q4 | $1.09M | Buy |
8,604
+507
| +6% | +$64K | 0.25% | 88 |
|
|
2020
Q3 | $789K | Buy |
8,097
+151
| +2% | +$14.7K | 0.23% | 89 |
|
|
2020
Q2 | $781K | Buy |
7,946
+1,615
| +26% | +$159K | 0.23% | 89 |
|
|
2020
Q1 | $570K | Buy |
6,331
+350
| +6% | +$31.5K | 0.22% | 89 |
|
|
2019
Q4 | $822K | Buy |
+5,981
| New | +$822K | 0.26% | 86 |
|
|
2019
Q3 | – | Sell |
-5,724
| Closed | -$659K | – | 183 |
|
|
2019
Q2 | $659K | Buy |
+5,724
| New | +$659K | 0.23% | 97 |
|
|
2017
Q4 | – | Sell |
-4,827
| Closed | -$461K | – | 158 |
|
|
2017
Q3 | $461K | Buy |
4,827
+844
| +21% | +$80.6K | 0.19% | 112 |
|
|
2017
Q2 | $364K | Buy |
3,983
+86
| +2% | +$7.86K | 0.18% | 105 |
|
|
2017
Q1 | $339K | Sell |
3,897
-290
| -7% | -$25.2K | 0.15% | 132 |
|
|
2016
Q4 | $361K | Sell |
4,187
-55
| -1% | -$4.74K | 0.18% | 121 |
|
|
2016
Q3 | $282K | Buy |
4,242
+182
| +4% | +$12.1K | 0.14% | 136 |
|
|
2016
Q2 | $260K | Buy |
4,060
+715
| +21% | +$45.8K | 0.14% | 136 |
|
|
2016
Q1 | $212K | Sell |
3,345
-150
| -4% | -$9.51K | 0.15% | 116 |
|
|
2015
Q4 | $219K | Sell |
3,495
-565
| -14% | -$35.4K | 0.15% | 129 |
|
|
2015
Q3 | $247K | Hold |
4,060
| – | – | 0.16% | 126 |
|
|
2015
Q2 | $275K | Hold |
4,060
| – | – | 0.18% | 116 |
|
|
2015
Q1 | $265K | Sell |
4,060
-3,081
| -43% | -$201K | 0.17% | 115 |
|
|
2014
Q4 | $447K | Sell |
7,141
-100
| -1% | -$6.26K | 0.31% | 81 |
|
|
2014
Q3 | $441K | Sell |
7,241
-466
| -6% | -$28.4K | 0.29% | 80 |
|
|
2014
Q2 | $444K | Hold |
7,707
| – | – | 0.27% | 87 |
|
|
2014
Q1 | $428K | Hold |
7,707
| – | – | 0.3% | 72 |
|
|
2013
Q4 | $436K | Buy |
7,707
+4,002
| +108% | +$226K | 0.29% | 82 |
|
|
2013
Q3 | $193K | Buy |
+3,705
| New | +$193K | 0.17% | 102 |
|