Fulcrum Equity 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 | $444K | Sell |
1,530
-35
| -2% | -$10.1K | 0.46% | 55 |
|
|
2025
Q1 | $384K | Sell |
1,565
-13
| -0.8% | -$3.19K | 0.42% | 58 |
|
|
2024
Q4 | $378K | Sell |
1,578
-1,555
| -50% | -$373K | 0.37% | 71 |
|
|
2024
Q3 | $661K | Buy |
3,133
+21
| +0.7% | +$4.43K | 0.56% | 54 |
|
|
2024
Q2 | $629K | Buy |
3,112
+117
| +4% | +$23.7K | 0.57% | 57 |
|
|
2024
Q1 | $600K | Buy |
2,995
+883
| +42% | +$177K | 0.71% | 49 |
|
|
2023
Q4 | $359K | Sell |
2,112
-228
| -10% | -$38.8K | 0.44% | 59 |
|
|
2023
Q3 | $339K | Buy |
+2,340
| New | +$339K | 0.4% | 63 |
|
|
2022
Q1 | – | Sell |
-2,428
| Closed | -$384K | – | 159 |
|
|
2021
Q4 | $384K | Sell |
2,428
-433
| -15% | -$68.5K | 0.14% | 106 |
|
|
2021
Q3 | $468K | Buy |
2,861
+1,281
| +81% | +$210K | 0.18% | 91 |
|
|
2021
Q2 | $246K | Buy |
+1,580
| New | +$246K | 0.09% | 162 |
|