Forum Financial Management’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 | $23.8M | Buy |
82,012
+1,662
| +2% | +$482K | 0.36% | 24 |
|
|
2025
Q1 | $19.7M | Sell |
80,350
-2,629
| -3% | -$645K | 0.33% | 25 |
|
|
2024
Q4 | $19.9M | Buy |
82,979
+2,820
| +4% | +$676K | 0.33% | 23 |
|
|
2024
Q3 | $16.9M | Sell |
80,159
-1,052
| -1% | -$222K | 0.28% | 25 |
|
|
2024
Q2 | $16.4M | Sell |
81,211
-2,801
| -3% | -$567K | 0.3% | 24 |
|
|
2024
Q1 | $16.8M | Sell |
84,012
-7,853
| -9% | -$1.57M | 0.29% | 24 |
|
|
2023
Q4 | $15.6M | Buy |
91,865
+2,496
| +3% | +$425K | 0.29% | 24 |
|
|
2023
Q3 | $13M | Buy |
89,369
+11
| +0% | +$1.6K | 0.29% | 22 |
|
|
2023
Q2 | $13M | Buy |
89,358
+3,780
| +4% | +$550K | 0.29% | 22 |
|
|
2023
Q1 | $11.2M | Sell |
85,578
-1,714
| -2% | -$223K | 0.32% | 23 |
|
|
2022
Q4 | $11.7M | Buy |
87,292
+1,733
| +2% | +$232K | 0.39% | 21 |
|
|
2022
Q3 | $8.94M | Sell |
85,559
-7,542
| -8% | -$788K | 0.43% | 20 |
|
|
2022
Q2 | $10.5M | Buy |
93,101
+7,346
| +9% | +$827K | 0.53% | 12 |
|
|
2022
Q1 | $11.7M | Buy |
85,755
+2,454
| +3% | +$335K | 0.56% | 11 |
|
|
2021
Q4 | $13.2M | Buy |
+83,301
| New | +$13.2M | 0.68% | 10 |
|