Highland Financial Advisors’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 | $1.31M | Hold |
4,520
| – | – | 0.42% | 28 |
|
|
2025
Q1 | $1.11M | Sell |
4,520
-2,754
| -38% | -$676K | 0.4% | 27 |
|
|
2024
Q4 | $1.74M | Buy |
7,274
+287
| +4% | +$68.8K | 0.6% | 23 |
|
|
2024
Q3 | $1.47M | Sell |
6,987
-69
| -1% | -$14.5K | 0.52% | 24 |
|
|
2024
Q2 | $1.43M | Buy |
7,056
+50
| +0.7% | +$10.1K | 0.53% | 24 |
|
|
2024
Q1 | $1.4M | Hold |
7,006
| – | – | 0.56% | 24 |
|
|
2023
Q4 | $1.19M | Buy |
7,006
+1,142
| +19% | +$194K | 0.52% | 26 |
|
|
2023
Q3 | $850K | Buy |
5,864
+25
| +0.4% | +$3.62K | 0.44% | 27 |
|
|
2023
Q2 | $849K | Buy |
5,839
+1
| +0% | +$145 | 0.44% | 27 |
|
|
2023
Q1 | $761K | Buy |
5,838
+2
| +0% | +$261 | 0.41% | 30 |
|
|
2022
Q4 | $783K | Buy |
5,836
+36
| +0.6% | +$4.83K | 0.46% | 27 |
|
|
2022
Q3 | $606K | Sell |
5,800
-1,232
| -18% | -$129K | 0.42% | 28 |
|
|
2022
Q2 | $792K | Buy |
+7,032
| New | +$792K | 0.54% | 25 |
|