Franklin, Parlapiano, Turner & Welch’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 | $215K | Buy |
+741
| New | +$215K | 0.06% | 51 |
|
|
2017
Q2 | – | Sell |
-645
| Closed | -$57K | – | 84 |
|
|
2017
Q1 | $57K | Hold |
645
| – | – | 0.03% | 73 |
|
|
2016
Q4 | $56K | Hold |
645
| – | – | 0.03% | 71 |
|
|
2016
Q3 | $43K | Hold |
645
| – | – | 0.02% | 77 |
|
|
2016
Q2 | $40K | Buy |
645
+159
| +33% | +$9.86K | 0.02% | 72 |
|
|
2016
Q1 | $29K | Hold |
486
| – | – | 0.02% | 82 |
|
|
2015
Q4 | $32K | Buy |
+486
| New | +$32K | 0.02% | 78 |
|