Guardian Financial Partners’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 | $360K | Buy |
1,242
+79
| +7% | +$22.9K | 0.16% | 51 |
|
|
2025
Q1 | $285K | Sell |
1,163
-38
| -3% | -$9.32K | 0.14% | 53 |
|
|
2024
Q4 | $288K | Buy |
1,201
+113
| +10% | +$27.1K | 0.17% | 45 |
|
|
2024
Q3 | $229K | Buy |
+1,088
| New | +$229K | 0.14% | 44 |
|
|
2022
Q2 | – | Sell |
-1,668
| Closed | -$212K | – | 41 |
|
|
2022
Q1 | $212K | Buy |
1,668
+79
| +5% | +$10K | 0.22% | 36 |
|
|
2021
Q4 | $252K | Buy |
+1,589
| New | +$252K | 0.24% | 32 |
|