Horizon Financial 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 | $60.9K | Buy |
210
+7
| +3% | +$2.03K | 0.03% | 79 |
|
|
2025
Q1 | $49.8K | Sell |
203
-9
| -4% | -$2.21K | 0.03% | 76 |
|
|
2024
Q4 | $50.8K | Sell |
212
-272
| -56% | -$65.2K | 0.03% | 79 |
|
|
2024
Q3 | $102K | Hold |
484
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $97.9K | Hold |
484
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $96.9K | Buy |
+484
| New | +$96.9K | 0.06% | 62 |
|
|
2022
Q1 | – | Sell |
-417
| Closed | -$66.1K | – | 86 |
|
|
2021
Q4 | $66.1K | Buy |
417
+2
| +0.5% | +$317 | 0.04% | 70 |
|
|
2021
Q3 | $68K | Buy |
415
+400
| +2,667% | +$65.5K | 0.04% | 81 |
|
|
2021
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 120 |
|
|
2021
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 100 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 82 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 90 |
|