FSA 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 | $865K | Buy |
2,984
+12
| +0.4% | +$3.48K | 0.7% | 49 |
|
|
2025
Q1 | $729K | Buy |
2,972
+1,749
| +143% | +$429K | 0.58% | 57 |
|
|
2024
Q4 | $293K | Sell |
1,223
-1,305
| -52% | -$313K | 0.36% | 100 |
|
|
2024
Q3 | $530K | Sell |
2,528
-177
| -7% | -$37.1K | 0.53% | 64 |
|
|
2024
Q2 | $546K | Sell |
2,705
-543
| -17% | -$110K | 0.57% | 56 |
|
|
2024
Q1 | $651K | Buy |
3,248
+250
| +8% | +$50.1K | 0.7% | 44 |
|
|
2023
Q4 | $510K | Buy |
+2,998
| New | +$510K | 0.63% | 46 |
|