FSC Wealth 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
Q1 | – | Sell |
-31
| Closed | -$7.43K | – | 294 |
|
|
2024
Q4 | $7.43K | Hold |
31
| – | – | ﹤0.01% | 215 |
|
|
2024
Q3 | $6.54K | Hold |
31
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $6.27K | Sell |
31
-330
| -91% | -$66.7K | ﹤0.01% | 219 |
|
|
2024
Q1 | $72.3K | Buy |
361
+3
| +0.8% | +$601 | 0.05% | 78 |
|
|
2023
Q4 | $60.9K | Sell |
358
-29
| -7% | -$4.93K | 0.04% | 90 |
|
|
2023
Q3 | $56.1K | Buy |
387
+288
| +291% | +$41.8K | 0.06% | 71 |
|
|
2023
Q2 | $14.4K | Hold |
99
| – | – | 0.01% | 125 |
|
|
2023
Q1 | $12.9K | Hold |
99
| – | – | 0.02% | 104 |
|
|
2022
Q4 | $13.3K | Sell |
99
-28
| -22% | -$3.76K | 0.02% | 100 |
|
|
2022
Q3 | $13K | Buy |
127
+99
| +354% | +$10.1K | 0.13% | 94 |
|
|
2022
Q2 | $3K | Buy |
+28
| New | +$3K | 0.03% | 168 |
|