FPCG
Forum Private Client Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
2,177
+52
| +2% | +$15.1K | 0.24% | 44 |
|
|
2025
Q1 | $521K | Sell |
2,125
-10
| -0.5% | -$2.45K | 0.23% | 44 |
|
|
2024
Q4 | $512K | Sell |
2,135
-44
| -2% | -$10.5K | 0.23% | 45 |
|
|
2024
Q3 | $459K | Sell |
2,179
-4
| -0.2% | -$843 | 0.2% | 46 |
|
|
2024
Q2 | $442K | Sell |
2,183
-2,165
| -50% | -$438K | 0.21% | 46 |
|
|
2024
Q1 | $871K | Sell |
4,348
-172
| -4% | -$34.5K | 0.42% | 34 |
|
|
2023
Q4 | $769K | Buy |
+4,520
| New | +$769K | 0.4% | 39 |
|
|
2023
Q3 | – | Sell |
-4,681
| Closed | -$681K | – | 44 |
|
|
2023
Q2 | $681K | Buy |
4,681
+14
| +0.3% | +$2.04K | 0.39% | 40 |
|
|
2023
Q1 | $608K | Sell |
4,667
-246
| -5% | -$32.1K | 0.38% | 40 |
|
|
2022
Q4 | $659K | Sell |
4,913
-289
| -6% | -$38.8K | 0.46% | 38 |
|
|
2022
Q3 | $544K | Buy |
5,202
+12
| +0.2% | +$1.26K | 0.41% | 41 |
|
|
2022
Q2 | $584K | Sell |
5,190
-255
| -5% | -$28.7K | 0.42% | 40 |
|
|
2022
Q1 | $742K | Buy |
+5,445
| New | +$742K | 0.58% | 35 |
|