FFWM
Future Financial Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Buy |
2,986
+4
| +0.1% | +$1.16K | 0.59% | 31 |
|
|
2025
Q1 | $732K | Sell |
2,982
-85
| -3% | -$20.9K | 0.54% | 38 |
|
|
2024
Q4 | $735K | Hold |
3,067
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $647K | Hold |
3,067
| – | – | 0.46% | 44 |
|
|
2024
Q2 | $620K | Sell |
3,067
-1,561
| -34% | -$316K | 0.55% | 44 |
|
|
2024
Q1 | $927K | Sell |
4,628
-100
| -2% | -$20K | 0.71% | 33 |
|
|
2023
Q4 | $804K | Hold |
4,728
| – | – | 0.8% | 34 |
|
|
2023
Q3 | $686K | Buy |
4,728
+627
| +15% | +$90.9K | 0.76% | 35 |
|
|
2023
Q2 | $596K | Sell |
4,101
-1,000
| -20% | -$145K | 0.63% | 39 |
|
|
2023
Q1 | $664K | Sell |
5,101
-15
| -0.3% | -$1.95K | 0.73% | 37 |
|
|
2022
Q4 | $686K | Buy |
5,116
+45
| +0.9% | +$6.04K | 0.78% | 44 |
|
|
2022
Q3 | $571K | Buy |
5,071
+570
| +13% | +$64.2K | 0.66% | 48 |
|
|
2022
Q2 | $614K | Hold |
4,501
| – | – | 0.6% | 58 |
|
|
2022
Q1 | $614K | Sell |
4,501
-2,409
| -35% | -$329K | 0.51% | 58 |
|
|
2021
Q4 | $1.12M | Buy |
6,910
+197
| +3% | +$31.8K | 0.89% | 29 |
|
|
2021
Q3 | $1.04M | Hold |
6,713
| – | – | 1.07% | 32 |
|
|
2021
Q2 | $1.04M | Sell |
6,713
-671
| -9% | -$104K | 1.07% | 32 |
|
|
2021
Q1 | $1.12M | Buy |
7,384
+216
| +3% | +$32.9K | 1.29% | 22 |
|
|
2020
Q4 | $911K | Buy |
+7,168
| New | +$911K | 1.05% | 26 |
|