FFG
Frisch Financial Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
38,115
-1,242
| -3% | -$360K | 2.7% | 13 |
|
|
2025
Q1 | $9.65M | Sell |
39,357
-8,098
| -17% | -$1.99M | 2.71% | 13 |
|
|
2024
Q4 | $11.4M | Sell |
47,455
-1,754
| -4% | -$420K | 3.44% | 10 |
|
|
2024
Q3 | $10.4M | Sell |
49,209
-146
| -0.3% | -$30.8K | 3.12% | 12 |
|
|
2024
Q2 | $9.98M | Sell |
49,355
-858
| -2% | -$174K | 3.02% | 12 |
|
|
2024
Q1 | $10.1M | Sell |
50,213
-1,790
| -3% | -$359K | 3.34% | 12 |
|
|
2023
Q4 | $8.85M | Buy |
52,003
+7,524
| +17% | +$1.28M | 3.34% | 11 |
|
|
2023
Q3 | $6.45M | Sell |
44,479
-221
| -0.5% | -$32K | 2.62% | 13 |
|
|
2023
Q2 | $6.5M | Sell |
44,700
-6,587
| -13% | -$958K | 3.12% | 11 |
|
|
2023
Q1 | $6.68M | Buy |
51,287
+1,325
| +3% | +$173K | 2.59% | 15 |
|
|
2022
Q4 | $6.7M | Buy |
49,962
+1,224
| +3% | +$164K | 2.51% | 15 |
|
|
2022
Q3 | $5.09M | Buy |
48,738
+449
| +0.9% | +$46.9K | 2.16% | 18 |
|
|
2022
Q2 | $5.44M | Buy |
48,289
+590
| +1% | +$66.4K | 2.1% | 18 |
|
|
2022
Q1 | $6.5M | Buy |
47,699
+54
| +0.1% | +$7.36K | 2.09% | 16 |
|
|
2021
Q4 | $7.53M | Sell |
47,645
-308
| -0.6% | -$48.7K | 2.36% | 15 |
|
|
2021
Q3 | $7.85M | Sell |
47,953
-75
| -0.2% | -$12.3K | 2.62% | 14 |
|
|
2021
Q2 | $7.47M | Sell |
48,028
-1,547
| -3% | -$241K | 2.35% | 16 |
|
|
2021
Q1 | $7.55M | Buy |
49,575
+2,817
| +6% | +$429K | 2.54% | 12 |
|
|
2020
Q4 | $5.94M | Sell |
46,758
-202
| -0.4% | -$25.7K | 2.18% | 15 |
|
|
2020
Q3 | $4.52M | Buy |
46,960
+537
| +1% | +$51.7K | 1.97% | 14 |
|
|
2020
Q2 | $4.37M | Buy |
46,423
+441
| +1% | +$41.5K | 2.06% | 14 |
|
|
2020
Q1 | $4.14M | Buy |
45,982
+24,472
| +114% | +$2.2M | 2.41% | 17 |
|
|
2019
Q4 | $3M | Buy |
21,510
+967
| +5% | +$135K | 1.42% | 21 |
|
|
2019
Q3 | $2.42M | Buy |
20,543
+692
| +3% | +$81.5K | 1.46% | 18 |
|
|
2019
Q2 | $2.22M | Sell |
19,851
-238
| -1% | -$26.6K | 1.49% | 16 |
|
|
2019
Q1 | $2.03M | Buy |
20,089
+292
| +1% | +$29.6K | 1.24% | 17 |
|
|
2018
Q4 | $1.93M | Buy |
+19,797
| New | +$1.93M | 1.35% | 17 |
|