Halter Ferguson Financial’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 | $346K | Buy |
1,193
+75
| +7% | +$21.7K | 0.12% | 23 |
|
|
2025
Q1 | $274K | Sell |
1,118
-202
| -15% | -$49.5K | 0.14% | 27 |
|
|
2024
Q4 | $316K | Sell |
1,320
-50
| -4% | -$12K | 0.13% | 27 |
|
|
2024
Q3 | $289K | Buy |
1,370
+12
| +0.9% | +$2.53K | 0.15% | 27 |
|
|
2024
Q2 | $275K | Sell |
1,358
-356
| -21% | -$72K | 0.19% | 26 |
|
|
2024
Q1 | $343K | Sell |
1,714
-57
| -3% | -$11.4K | 0.27% | 23 |
|
|
2023
Q4 | $301K | Buy |
+1,771
| New | +$301K | 0.19% | 26 |
|