Holistic Planning’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 | $2.04M | Buy |
7,022
+2,658
| +61% | +$771K | 0.58% | 34 |
|
|
2025
Q1 | $1.07M | Sell |
4,364
-1
| -0% | -$245 | 0.36% | 52 |
|
|
2024
Q4 | $1.05M | Sell |
4,365
-158
| -3% | -$37.9K | 0.38% | 52 |
|
|
2024
Q3 | $954K | Buy |
4,523
+471
| +12% | +$99.3K | 0.4% | 54 |
|
|
2024
Q2 | $812K | Hold |
4,052
| – | – | 0.62% | 45 |
|
|
2024
Q1 | $812K | Buy |
4,052
+23
| +0.6% | +$4.61K | 0.62% | 45 |
|
|
2023
Q4 | $685K | Buy |
+4,029
| New | +$685K | 0.58% | 46 |
|