Holland Advisory Services’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 | $1.08M | Buy |
3,721
+2
| +0.1% | +$580 | 1.58% | 9 |
|
|
2025
Q1 | $912K | Buy |
3,719
+2
| +0.1% | +$491 | 1.38% | 11 |
|
|
2024
Q4 | $891K | Buy |
3,717
+124
| +3% | +$29.7K | 1.16% | 11 |
|
|
2024
Q3 | $758K | Buy |
3,593
+1
| +0% | +$211 | 0.99% | 15 |
|
|
2024
Q2 | $726K | Buy |
3,592
+2
| +0.1% | +$404 | 0.9% | 13 |
|
|
2024
Q1 | $719K | Buy |
3,590
+11
| +0.3% | +$2.2K | 0.79% | 14 |
|
|
2023
Q4 | $609K | Buy |
3,579
+258
| +8% | +$43.9K | 0.7% | 16 |
|
|
2023
Q3 | $482K | Hold |
3,321
| – | – | 0.61% | 17 |
|
|
2023
Q2 | $483K | Hold |
3,321
| – | – | 0.62% | 13 |
|
|
2023
Q1 | $433K | Hold |
3,321
| – | – | 0.51% | 15 |
|
|
2022
Q4 | $445K | Hold |
3,321
| – | – | 0.53% | 15 |
|
|
2022
Q3 | $347K | Sell |
3,321
-334
| -9% | -$34.9K | 0.43% | 20 |
|
|
2022
Q2 | $412K | Buy |
3,655
+7
| +0.2% | +$789 | 0.49% | 21 |
|
|
2022
Q1 | $497K | Hold |
3,648
| – | – | 0.58% | 23 |
|
|
2021
Q4 | $578K | Buy |
+3,648
| New | +$578K | 0.67% | 21 |
|