Frazier Financial Advisors’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 | $1.86M | Sell |
6,414
-68
| -1% | -$19.7K | 1.31% | 15 |
|
|
2025
Q1 | $1.59M | Sell |
6,482
-297
| -4% | -$72.9K | 1.23% | 14 |
|
|
2024
Q4 | $1.62M | Sell |
6,779
-104
| -2% | -$24.9K | 1.29% | 14 |
|
|
2024
Q3 | $1.45M | Sell |
6,883
-233
| -3% | -$49.1K | 1.13% | 14 |
|
|
2024
Q2 | $1.44M | Buy |
7,116
+119
| +2% | +$24.1K | 1.14% | 15 |
|
|
2024
Q1 | $1.4M | Sell |
6,997
-104
| -1% | -$20.8K | 1.15% | 15 |
|
|
2023
Q4 | $1.21M | Buy |
+7,101
| New | +$1.21M | 1.05% | 16 |
|