Game Plan Financial 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
Q2 | $5.02M | Buy |
17,305
+524
| +3% | +$152K | 2.19% | 15 |
|
|
2025
Q1 | $4.12M | Hold |
16,781
| – | – | 2% | 17 |
|
|
2024
Q4 | $4.03M | Buy |
16,781
+10
| +0.1% | +$2.4K | 1.91% | 18 |
|
|
2024
Q3 | $3.54M | Sell |
16,771
-72
| -0.4% | -$15.2K | 1.71% | 19 |
|
|
2024
Q2 | $3.41M | Sell |
16,843
-900
| -5% | -$182K | 1.68% | 19 |
|
|
2024
Q1 | $3.55M | Buy |
17,743
+650
| +4% | +$130K | 1.8% | 19 |
|
|
2023
Q4 | $2.91M | Buy |
+17,093
| New | +$2.91M | 1.67% | 20 |
|
|
2022
Q4 | $2.15M | Hold |
16,024
| – | – | 1.77% | 24 |
|
|
2022
Q3 | $1.68M | Buy |
16,024
+25
| +0.2% | +$2.61K | 1.41% | 26 |
|
|
2022
Q2 | $1.79M | Sell |
15,999
-220
| -1% | -$24.6K | 1.44% | 25 |
|
|
2022
Q1 | $2.21M | Hold |
16,219
| – | – | 1.32% | 29 |
|
|
2021
Q4 | $2.57M | Buy |
16,219
+500
| +3% | +$79.2K | 1.37% | 30 |
|
|
2021
Q3 | $2.57M | Hold |
15,719
| – | – | 1.53% | 22 |
|
|
2021
Q2 | $2.45M | Buy |
15,719
+75
| +0.5% | +$11.7K | 1.46% | 26 |
|
|
2021
Q1 | $2.39M | Hold |
15,644
| – | – | 1.54% | 25 |
|
|
2020
Q4 | $1.98M | Buy |
15,644
+457
| +3% | +$57.9K | 1.41% | 27 |
|
|
2020
Q3 | $1.46M | Buy |
15,187
+428
| +3% | +$41.2K | 1.47% | 29 |
|
|
2020
Q2 | $1.39M | Sell |
14,759
-50
| -0.3% | -$4.7K | 1.99% | 19 |
|
|
2020
Q1 | $1.34M | Buy |
14,809
+2,000
| +16% | +$181K | 1.58% | 23 |
|
|
2019
Q4 | $1.79M | Buy |
+12,809
| New | +$1.79M | 1.67% | 23 |
|