Goepper Burkhardt’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 | $769K | Buy |
2,652
+38
| +1% | +$11K | 0.28% | 38 |
|
|
2025
Q1 | $641K | Buy |
2,614
+322
| +14% | +$79K | 0.26% | 46 |
|
|
2024
Q4 | $549K | Sell |
2,292
-151
| -6% | -$36.2K | 0.22% | 46 |
|
|
2024
Q3 | $515K | Buy |
2,443
+42
| +2% | +$8.86K | 0.21% | 49 |
|
|
2024
Q2 | $486K | Sell |
2,401
-3
| -0.1% | -$607 | 0.22% | 49 |
|
|
2024
Q1 | $478K | Buy |
2,404
+69
| +3% | +$13.7K | 0.22% | 49 |
|
|
2023
Q4 | $409K | Sell |
2,335
-101
| -4% | -$17.7K | 0.2% | 53 |
|
|
2023
Q3 | $353K | Buy |
2,436
+158
| +7% | +$22.9K | 0.22% | 46 |
|
|
2023
Q2 | $331K | Buy |
2,278
+18
| +0.8% | +$2.62K | 0.2% | 49 |
|
|
2023
Q1 | $295K | Buy |
2,260
+64
| +3% | +$8.34K | 0.19% | 52 |
|
|
2022
Q4 | $294K | Buy |
2,196
+76
| +4% | +$10.2K | 0.21% | 46 |
|
|
2022
Q3 | $222K | Hold |
2,120
| – | – | 0.17% | 56 |
|
|
2022
Q2 | $239K | Buy |
2,120
+200
| +10% | +$22.5K | 0.17% | 57 |
|
|
2022
Q1 | $262K | Buy |
1,920
+164
| +9% | +$22.4K | 0.16% | 58 |
|
|
2021
Q4 | $278K | Buy |
1,756
+1
| +0.1% | +$158 | 0.17% | 54 |
|
|
2021
Q3 | $287K | Hold |
1,755
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $273K | Buy |
1,755
+1
| +0.1% | +$156 | 0.17% | 54 |
|
|
2021
Q1 | $267K | Buy |
1,754
+106
| +6% | +$16.1K | 0.18% | 52 |
|
|
2020
Q4 | $209K | Buy |
+1,648
| New | +$209K | 0.15% | 59 |
|