Houlihan Financial Resource Group’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 | $516K | Hold |
1,744
| – | – | 0.21% | 71 |
|
|
2025
Q1 | $428K | Sell |
1,744
-99
| -5% | -$24.3K | 0.19% | 74 |
|
|
2024
Q4 | $442K | Hold |
1,843
| – | – | 0.19% | 75 |
|
|
2024
Q3 | $389K | Buy |
1,843
+185
| +11% | +$39K | 0.16% | 83 |
|
|
2024
Q2 | $335K | Hold |
1,658
| – | – | 0.23% | 53 |
|
|
2024
Q1 | $332K | Sell |
1,658
-10
| -0.6% | -$2K | 0.15% | 82 |
|
|
2023
Q4 | $284K | Sell |
1,668
-5
| -0.3% | -$851 | 0.14% | 85 |
|
|
2023
Q3 | $234K | Sell |
1,673
-93,620
| -98% | -$13.1M | 0.13% | 88 |
|
|
2023
Q2 | $13.1M | Buy |
95,293
+93,590
| +5,496% | +$12.9M | 0.41% | 35 |
|
|
2023
Q1 | $222K | Sell |
1,703
-69
| -4% | -$9K | 0.12% | 86 |
|
|
2022
Q4 | $245K | Hold |
1,772
| – | – | 0.14% | 82 |
|
|
2022
Q3 | $227K | Buy |
+1,772
| New | +$227K | 0.14% | 75 |
|
|
2020
Q3 | $260K | Buy |
+2,268
| New | +$260K | 0.15% | 87 |
|
|
2020
Q1 | $244K | Buy |
2,714
+2
| +0.1% | +$180 | 0.21% | 77 |
|
|
2019
Q4 | $378K | Buy |
+2,712
| New | +$378K | 0.24% | 71 |
|