Halpern Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $228K | Sell |
1,100
-100
| -8% | -$20.7K | 0.06% | 51 |
|
|
2024
Q2 | $243K | Sell |
1,200
-290
| -19% | -$58.7K | 0.07% | 51 |
|
|
2024
Q1 | $295K | Hold |
1,490
| – | – | 0.09% | 45 |
|
|
2023
Q4 | $255K | Buy |
1,490
+44
| +3% | +$7.54K | 0.08% | 49 |
|
|
2023
Q3 | $210K | Buy |
1,446
+126
| +10% | +$18.3K | 0.07% | 50 |
|
|
2023
Q2 | $192K | Sell |
1,320
-110
| -8% | -$16K | 0.07% | 50 |
|
|
2023
Q1 | $186K | Hold |
1,430
| – | – | 0.07% | 48 |
|
|
2022
Q4 | $192K | Hold |
1,430
| – | – | 0.07% | 48 |
|
|
2022
Q3 | $149K | Sell |
1,430
-59
| -4% | -$6.17K | 0.06% | 50 |
|
|
2022
Q2 | $168K | Buy |
1,489
+150
| +11% | +$16.9K | 0.07% | 53 |
|
|
2022
Q1 | $183K | Sell |
1,339
-200
| -13% | -$27.3K | 0.07% | 62 |
|
|
2021
Q4 | $244K | Hold |
1,539
| – | – | 0.1% | 37 |
|
|
2021
Q3 | $252K | Buy |
1,539
+1,414
| +1,131% | +$231K | 0.12% | 34 |
|
|
2021
Q2 | $19.4K | Hold |
125
| – | – | 0.01% | 104 |
|
|
2021
Q1 | $19K | Buy |
125
+59
| +89% | +$8.98K | 0.01% | 99 |
|
|
2020
Q4 | $8.39K | Hold |
66
| – | – | ﹤0.01% | 135 |
|
|
2020
Q3 | $6.35K | Hold |
66
| – | – | ﹤0.01% | 140 |
|
|
2020
Q2 | $6.21K | Buy |
+66
| New | +$6.21K | ﹤0.01% | 121 |
|