FSB Premier Wealth Management’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 | $4.54M | Buy |
15,660
+1,810
| +13% | +$525K | 1.62% | 14 |
|
|
2025
Q1 | $3.4M | Buy |
13,850
+798
| +6% | +$196K | 1.33% | 16 |
|
|
2024
Q4 | $3.13M | Buy |
13,052
+915
| +8% | +$219K | 1.25% | 19 |
|
|
2024
Q3 | $2.56M | Buy |
12,137
+1,706
| +16% | +$360K | 1.05% | 24 |
|
|
2024
Q2 | $2.11M | Buy |
10,431
+1,542
| +17% | +$312K | 0.95% | 29 |
|
|
2024
Q1 | $1.78M | Buy |
8,889
+722
| +9% | +$145K | 0.83% | 27 |
|
|
2023
Q4 | $1.39M | Buy |
8,167
+689
| +9% | +$117K | 0.7% | 30 |
|
|
2023
Q3 | $1.08M | Buy |
7,478
+137
| +2% | +$19.9K | 0.6% | 35 |
|
|
2023
Q2 | $1.07M | Sell |
7,341
-248
| -3% | -$36.1K | 0.58% | 38 |
|
|
2023
Q1 | $989K | Buy |
7,589
+1,539
| +25% | +$201K | 0.55% | 40 |
|
|
2022
Q4 | $811K | Buy |
6,050
+377
| +7% | +$50.6K | 0.44% | 50 |
|
|
2022
Q3 | $592K | Buy |
5,673
+212
| +4% | +$22.1K | 0.35% | 62 |
|
|
2022
Q2 | $614K | Sell |
5,461
-21
| -0.4% | -$2.36K | 0.34% | 61 |
|
|
2022
Q1 | $676K | Buy |
5,482
+510
| +10% | +$62.9K | 0.34% | 60 |
|
|
2021
Q4 | $787K | Sell |
4,972
-294
| -6% | -$46.5K | 0.33% | 54 |
|
|
2021
Q3 | $862K | Sell |
5,266
-552
| -9% | -$90.4K | 0.43% | 42 |
|
|
2021
Q2 | $905K | Buy |
5,818
+188
| +3% | +$29.2K | 0.46% | 38 |
|
|
2021
Q1 | $857K | Buy |
5,630
+9
| +0.2% | +$1.37K | 0.46% | 39 |
|
|
2020
Q4 | $714K | Buy |
+5,621
| New | +$714K | 0.38% | 51 |
|