Global Assets Advisory’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 | $872K | Buy |
3,003
+810
| +37% | +$235K | 0.34% | 73 |
|
|
2025
Q1 | $508K | Sell |
2,193
-1,084
| -33% | -$251K | 0.1% | 163 |
|
|
2024
Q4 | $786K | Sell |
3,277
-560
| -15% | -$134K | 0.43% | 60 |
|
|
2024
Q3 | $794K | Buy |
+3,837
| New | +$794K | 0.43% | 59 |
|
|
2024
Q2 | – | Sell |
-154,974
| Closed | -$779K | – | 304 |
|
|
2024
Q1 | $779K | Buy |
+154,974
| New | +$779K | 0.04% | 267 |
|