IMZ Advisory’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 | $617K | Buy |
2,117
+424
| +25% | +$124K | 0.25% | 22 |
|
|
2025
Q1 | $415K | Sell |
1,693
-90
| -5% | -$22.1K | 0.19% | 26 |
|
|
2024
Q4 | $428K | Buy |
1,783
+46
| +3% | +$11K | 0.2% | 25 |
|
|
2024
Q3 | $367K | Buy |
1,737
+326
| +23% | +$68.9K | 0.17% | 26 |
|
|
2024
Q2 | $285K | Buy |
1,411
+9
| +0.6% | +$1.82K | 0.14% | 29 |
|
|
2024
Q1 | $281K | Hold |
1,402
| – | – | 0.14% | 28 |
|
|
2023
Q4 | $251K | Buy |
+1,402
| New | +$251K | 0.14% | 30 |
|