Fusion Family Wealth’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 | $282K | Buy |
973
+1
| +0.1% | +$290 | 0.02% | 42 |
|
|
2025
Q1 | $238K | Buy |
972
+1
| +0.1% | +$245 | 0.02% | 43 |
|
|
2024
Q4 | $233K | Buy |
+971
| New | +$233K | 0.02% | 43 |
|
|
2024
Q1 | – | Sell |
-1,250
| Closed | -$213K | – | 43 |
|
|
2023
Q4 | $213K | Buy |
+1,250
| New | +$213K | 0.02% | 42 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$152K | – | 77 |
|
|
2021
Q1 | $152K | Hold |
1,000
| – | – | 0.02% | 37 |
|
|
2020
Q4 | $127K | Hold |
1,000
| – | – | 0.02% | 37 |
|
|
2020
Q3 | $96K | Sell |
1,000
-300
| -23% | -$28.8K | 0.02% | 40 |
|
|
2020
Q2 | $122K | Hold |
1,300
| – | – | 0.03% | 36 |
|
|
2020
Q1 | $117K | Hold |
1,300
| – | – | 0.03% | 40 |
|
|
2019
Q4 | $181K | Hold |
1,300
| – | – | 0.04% | 40 |
|
|
2019
Q3 | $153K | Sell |
1,300
-7,215
| -85% | -$849K | 0.04% | 40 |
|
|
2019
Q2 | $952K | Buy |
8,515
+7,113
| +507% | +$795K | 0.24% | 24 |
|
|
2019
Q1 | $142K | Sell |
1,402
-7,073
| -83% | -$716K | 0.04% | 44 |
|
|
2018
Q4 | $827K | Sell |
8,475
-159
| -2% | -$15.5K | 0.24% | 29 |
|
|
2018
Q3 | $974K | Buy |
8,634
+156
| +2% | +$17.6K | 0.26% | 24 |
|
|
2018
Q2 | $883K | Buy |
8,478
+65
| +0.8% | +$6.77K | 0.25% | 26 |
|
|
2018
Q1 | $925K | Sell |
8,413
-386
| -4% | -$42.4K | 0.31% | 23 |
|
|
2017
Q4 | $941K | Buy |
8,799
+7,699
| +700% | +$823K | 0.23% | 29 |
|
|
2017
Q3 | $105K | Sell |
1,100
-6,512
| -86% | -$622K | 0.04% | 66 |
|
|
2017
Q2 | $696K | Sell |
7,612
-16
| -0.2% | -$1.46K | 0.24% | 34 |
|
|
2017
Q1 | $670K | Buy |
+7,628
| New | +$670K | 0.25% | 32 |
|