Holistic 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 | $4.45M | Sell |
15,344
-173
| -1% | -$50.2K | 1.95% | 11 |
|
|
2025
Q1 | $3.81M | Sell |
15,517
-56
| -0.4% | -$13.7K | 1.83% | 13 |
|
|
2024
Q4 | $3.73M | Buy |
15,573
+134
| +0.9% | +$32.1K | 1.85% | 12 |
|
|
2024
Q3 | $3.26M | Buy |
15,439
+121
| +0.8% | +$25.5K | 1.57% | 13 |
|
|
2024
Q2 | $3.1M | Sell |
15,318
-354
| -2% | -$71.6K | 1.55% | 13 |
|
|
2024
Q1 | $3.14M | Buy |
15,672
+168
| +1% | +$33.7K | 1.6% | 13 |
|
|
2023
Q4 | $2.64M | Buy |
15,504
+811
| +6% | +$138K | 1.59% | 12 |
|
|
2023
Q3 | $2.13M | Buy |
14,693
+599
| +4% | +$86.9K | 1.41% | 13 |
|
|
2023
Q2 | $2.05M | Buy |
14,094
+703
| +5% | +$102K | 1.42% | 15 |
|
|
2023
Q1 | $1.74M | Buy |
13,391
+1,436
| +12% | +$187K | 1.37% | 14 |
|
|
2022
Q4 | $1.6M | Buy |
11,955
+362
| +3% | +$48.5K | 1.44% | 11 |
|
|
2022
Q3 | $1.21M | Buy |
11,593
+124
| +1% | +$13K | 1.2% | 14 |
|
|
2022
Q2 | $1.29M | Sell |
11,469
-1,551
| -12% | -$175K | 1.22% | 12 |
|
|
2022
Q1 | $1.78M | Sell |
13,020
-575
| -4% | -$78.4K | 1.13% | 19 |
|
|
2021
Q4 | $2.15M | Sell |
13,595
-236
| -2% | -$37.4K | 1.25% | 15 |
|
|
2021
Q3 | $2.26M | Sell |
13,831
-2
| -0% | -$327 | 1.4% | 14 |
|
|
2021
Q2 | $2.15M | Buy |
13,833
+243
| +2% | +$37.8K | 1.28% | 14 |
|
|
2021
Q1 | $2.07M | Sell |
13,590
-1,186
| -8% | -$181K | 1.37% | 13 |
|
|
2020
Q4 | $1.88M | Sell |
14,776
-489
| -3% | -$62.2K | 1.3% | 13 |
|
|
2020
Q3 | $1.47M | Buy |
15,265
+416
| +3% | +$40K | 1.18% | 13 |
|
|
2020
Q2 | $1.4M | Sell |
14,849
-93
| -0.6% | -$8.75K | 1.21% | 13 |
|
|
2020
Q1 | $1.35M | Sell |
14,942
-153
| -1% | -$13.8K | 1.39% | 16 |
|
|
2019
Q4 | $2.1M | Buy |
15,095
+253
| +2% | +$35.3K | 1.26% | 18 |
|
|
2019
Q3 | $1.75M | Sell |
14,842
-88
| -0.6% | -$10.4K | 1.55% | 15 |
|
|
2019
Q2 | $1.67M | Sell |
14,930
-3
| -0% | -$335 | 1.66% | 14 |
|
|
2019
Q1 | $1.51M | Sell |
14,933
-280
| -2% | -$28.4K | 0.64% | 32 |
|
|
2018
Q4 | $1.49M | Sell |
15,213
-288
| -2% | -$28.1K | 1.55% | 16 |
|
|
2018
Q3 | $1.75M | Buy |
15,501
+335
| +2% | +$37.8K | 1.63% | 15 |
|
|
2018
Q2 | $1.58M | Sell |
15,166
-162
| -1% | -$16.9K | 1.81% | 16 |
|
|
2018
Q1 | $1.69M | Sell |
15,328
-184
| -1% | -$20.2K | 1.41% | 15 |
|
|
2017
Q4 | $1.66M | Buy |
+15,512
| New | +$1.66M | 1.36% | 15 |
|