Francis Financial’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 | $851K | Buy |
2,934
+178
| +6% | +$51.6K | 0.2% | 44 |
|
|
2025
Q1 | $676K | Sell |
2,756
-958
| -26% | -$235K | 0.16% | 42 |
|
|
2024
Q4 | $626K | Buy |
3,714
+1,168
| +46% | +$197K | 0.16% | 46 |
|
|
2024
Q3 | $537K | Buy |
2,546
+103
| +4% | +$21.7K | 0.14% | 50 |
|
|
2024
Q2 | $494K | Buy |
2,443
+401
| +20% | +$81.1K | 0.15% | 50 |
|
|
2024
Q1 | $409K | Sell |
2,042
-344
| -14% | -$68.9K | 0.13% | 45 |
|
|
2023
Q4 | $406K | Buy |
+2,386
| New | +$406K | 0.17% | 39 |
|