FourThought Financial Partners’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 | $21.5M | Sell |
74,257
-1,530
| -2% | -$444K | 2.13% | 5 |
|
|
2025
Q1 | $18.6M | Sell |
75,787
-2,196
| -3% | -$539K | 1.95% | 9 |
|
|
2024
Q4 | $18.7M | Sell |
77,983
-1,303
| -2% | -$312K | 1.94% | 9 |
|
|
2024
Q3 | $16.7M | Sell |
79,286
-1,411
| -2% | -$298K | 1.98% | 13 |
|
|
2024
Q2 | $16.3M | Sell |
80,697
-226
| -0.3% | -$45.7K | 2.1% | 8 |
|
|
2024
Q1 | $16.2M | Buy |
80,923
+901
| +1% | +$180K | 1.86% | 8 |
|
|
2023
Q4 | $13.6M | Sell |
80,022
-1,062
| -1% | -$181K | 1.71% | 10 |
|
|
2023
Q3 | $11.8M | Sell |
81,084
-156
| -0.2% | -$22.6K | 1.64% | 12 |
|
|
2023
Q2 | $11.8M | Buy |
81,240
+880
| +1% | +$128K | 1.55% | 15 |
|
|
2023
Q1 | $10.5M | Buy |
80,360
+14,981
| +23% | +$1.95M | 1.44% | 18 |
|
|
2022
Q4 | $8.77M | Buy |
+65,379
| New | +$8.77M | 1.27% | 22 |
|