Goodman Advisory Group’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 | $27K | Hold |
93
| – | – | 0.01% | 100 |
|
|
2025
Q1 | $22.8K | Buy |
+93
| New | +$22.8K | 0.01% | 128 |
|
|
2024
Q4 | – | Sell |
-93
| Closed | -$19.6K | – | 119 |
|
|
2024
Q3 | $19.6K | Hold |
93
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $18.8K | Hold |
93
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $18.6K | Hold |
93
| – | – | 0.01% | 120 |
|
|
2023
Q4 | $15.8K | Hold |
93
| – | – | 0.01% | 115 |
|
|
2023
Q3 | $13.5K | Sell |
93
-656
| -88% | -$95.1K | 0.01% | 121 |
|
|
2023
Q2 | $109K | Sell |
749
-40,098
| -98% | -$5.83M | 0.04% | 69 |
|
|
2023
Q1 | $5.32M | Buy |
40,847
+8,559
| +27% | +$1.12M | 2.9% | 15 |
|
|
2022
Q4 | $4.33M | Buy |
32,288
+32,195
| +34,618% | +$4.32M | 2.52% | 11 |
|
|
2022
Q3 | $10K | Hold |
93
| – | – | 0.01% | 110 |
|
|
2022
Q2 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 114 |
|