Fortune Financial 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 | $3.22M | Sell |
11,096
-66
| -0.6% | -$19.1K | 2.59% | 8 |
|
|
2025
Q1 | $2.74M | Buy |
11,162
+276
| +3% | +$67.7K | 2.36% | 10 |
|
|
2024
Q4 | $2.61M | Buy |
10,886
+133
| +1% | +$31.9K | 2.37% | 11 |
|
|
2024
Q3 | $2.27M | Sell |
10,753
-5,244
| -33% | -$1.11M | 2.05% | 14 |
|
|
2024
Q2 | $3.24M | Sell |
15,997
-292
| -2% | -$59.1K | 1.98% | 11 |
|
|
2024
Q1 | $3.26M | Sell |
16,289
-1,508
| -8% | -$302K | 2.07% | 11 |
|
|
2023
Q4 | $3.03M | Sell |
17,797
-951
| -5% | -$162K | 2.11% | 10 |
|
|
2023
Q3 | $2.72M | Buy |
18,748
+56
| +0.3% | +$8.12K | 2.08% | 11 |
|
|
2023
Q2 | $2.72M | Buy |
+18,692
| New | +$2.72M | 2.04% | 10 |
|