Independent Family Office’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 | $638K | Buy |
2,200
+520
| +31% | +$151K | 0.3% | 45 |
|
|
2025
Q1 | $412K | Hold |
1,680
| – | – | 0.22% | 51 |
|
|
2024
Q4 | $403K | Sell |
1,680
-1,000
| -37% | -$240K | 0.21% | 50 |
|
|
2024
Q3 | $557K | Buy |
2,680
+80
| +3% | +$16.6K | 0.28% | 44 |
|
|
2024
Q2 | $537K | Sell |
2,600
-822
| -24% | -$170K | 0.31% | 40 |
|
|
2024
Q1 | $685K | Hold |
3,422
| – | – | 0.37% | 43 |
|
|
2023
Q4 | $582K | Hold |
3,422
| – | – | 0.33% | 42 |
|
|
2023
Q3 | $496K | Hold |
3,422
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $498K | Hold |
3,422
| – | – | 0.3% | 42 |
|
|
2023
Q1 | $446K | Hold |
3,422
| – | – | 0.26% | 46 |
|
|
2022
Q4 | $459K | Hold |
3,422
| – | – | 0.28% | 45 |
|
|
2022
Q3 | $358K | Sell |
3,422
-425
| -11% | -$44.5K | 0.18% | 48 |
|
|
2022
Q2 | $433 | Sell |
3,847
-75
| -2% | -$8 | 0.21% | 44 |
|
|
2022
Q1 | $695K | Buy |
3,922
+817
| +26% | +$145K | 0.23% | 40 |
|
|
2021
Q4 | $492K | Hold |
3,105
| – | – | 0.19% | 36 |
|
|
2021
Q3 | $508K | Sell |
3,105
-854
| -22% | -$140K | 0.21% | 32 |
|
|
2021
Q2 | $652K | Buy |
3,959
+1,302
| +49% | +$214K | 0.25% | 33 |
|
|
2021
Q1 | $473K | Sell |
2,657
-448
| -14% | -$79.8K | 0.19% | 41 |
|
|
2020
Q4 | $395K | Buy |
3,105
+100
| +3% | +$12.7K | 0.17% | 45 |
|
|
2020
Q3 | $289K | Hold |
3,005
| – | – | 0.14% | 49 |
|
|
2020
Q2 | $283K | Buy |
3,005
+325
| +12% | +$30.6K | 0.15% | 50 |
|
|
2020
Q1 | $241K | Hold |
2,680
| – | – | 0.15% | 48 |
|
|
2019
Q4 | $374K | Buy |
+2,680
| New | +$374K | 0.23% | 38 |
|