FDS
Freedom Day Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
1,555
-1
| -0.1% | -$290 | 0.13% | 73 |
|
|
2025
Q1 | $382K | Sell |
1,556
-510
| -25% | -$125K | 0.12% | 81 |
|
|
2024
Q4 | $495K | Buy |
2,066
+31
| +2% | +$7.43K | 0.15% | 80 |
|
|
2024
Q3 | $429K | Sell |
2,035
-11
| -0.5% | -$2.32K | 0.13% | 82 |
|
|
2024
Q2 | $414K | Sell |
2,046
-30
| -1% | -$6.07K | 0.14% | 78 |
|
|
2024
Q1 | $416K | Sell |
2,076
-88
| -4% | -$17.6K | 0.15% | 80 |
|
|
2023
Q4 | $368K | Buy |
2,164
+150
| +7% | +$25.5K | 0.14% | 81 |
|
|
2023
Q3 | $292K | Buy |
2,014
+501
| +33% | +$72.6K | 0.13% | 85 |
|
|
2023
Q2 | $220K | Buy |
+1,513
| New | +$220K | 0.1% | 96 |
|
|
2022
Q2 | – | Sell |
-1,952
| Closed | -$266K | – | 121 |
|
|
2022
Q1 | $266K | Sell |
1,952
-72
| -4% | -$9.81K | 0.11% | 107 |
|
|
2021
Q4 | $320K | Buy |
2,024
+192
| +10% | +$30.4K | 0.13% | 106 |
|
|
2021
Q3 | $300K | Buy |
1,832
+37
| +2% | +$6.06K | 0.14% | 105 |
|
|
2021
Q2 | $279K | Buy |
1,795
+47
| +3% | +$7.31K | 0.13% | 105 |
|
|
2021
Q1 | $266K | Sell |
1,748
-27
| -2% | -$4.11K | 0.14% | 93 |
|
|
2020
Q4 | $226K | Sell |
1,775
-2,086
| -54% | -$266K | 0.12% | 93 |
|
|
2020
Q3 | $372K | Sell |
3,861
-228
| -6% | -$22K | 0.22% | 83 |
|
|
2020
Q2 | $385K | Buy |
4,089
+154
| +4% | +$14.5K | 0.25% | 77 |
|
|
2020
Q1 | $354K | Buy |
3,935
+1,961
| +99% | +$176K | 0.3% | 70 |
|
|
2019
Q4 | $275K | Buy |
+1,974
| New | +$275K | 0.18% | 83 |
|