Householder Group Estate & Retirement Specialist’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $365K | Sell |
1,525
-6,036
| -80% | -$1.44M | 0.27% | 59 |
|
|
2024
Q3 | $1.59M | Sell |
7,561
-1,506
| -17% | -$317K | 0.46% | 40 |
|
|
2024
Q2 | $1.83M | Buy |
9,067
+545
| +6% | +$110K | 0.51% | 36 |
|
|
2024
Q1 | $1.71M | Sell |
8,522
-383
| -4% | -$76.7K | 0.51% | 39 |
|
|
2023
Q4 | $1.51M | Buy |
8,905
+630
| +8% | +$107K | 0.5% | 42 |
|
|
2023
Q3 | $1.2M | Buy |
+8,275
| New | +$1.2M | 0.43% | 48 |
|
|
2023
Q1 | $948K | Buy |
7,275
+383
| +6% | +$49.9K | 0.36% | 60 |
|
|
2022
Q4 | $924K | Sell |
6,892
-21
| -0.3% | -$2.82K | 1.38% | 16 |
|
|
2022
Q3 | $722K | Sell |
6,913
-625
| -8% | -$65.3K | 0.3% | 73 |
|
|
2022
Q2 | $849K | Buy |
7,538
+406
| +6% | +$45.7K | 0.38% | 58 |
|
|
2022
Q1 | $972K | Buy |
7,132
+9
| +0.1% | +$1.23K | 0.39% | 66 |
|
|
2021
Q4 | $1.13M | Buy |
+7,123
| New | +$1.13M | 0.42% | 64 |
|