Inspire Advisors’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 | $708K | Buy |
2,441
+399
| +20% | +$116K | 0.07% | 214 |
|
|
2025
Q1 | $501K | Sell |
2,042
-43
| -2% | -$10.6K | 0.06% | 262 |
|
|
2024
Q4 | $500K | Buy |
2,085
+61
| +3% | +$14.6K | 0.06% | 244 |
|
|
2024
Q3 | $427K | Buy |
2,024
+50
| +3% | +$10.5K | 0.05% | 258 |
|
|
2024
Q2 | $399K | Sell |
1,974
-129
| -6% | -$26.1K | 0.05% | 254 |
|
|
2024
Q1 | $421K | Buy |
2,103
+54
| +3% | +$10.8K | 0.06% | 227 |
|
|
2023
Q4 | $348K | Sell |
2,049
-103
| -5% | -$17.5K | 0.05% | 231 |
|
|
2023
Q3 | $312K | Buy |
2,152
+46
| +2% | +$6.67K | 0.06% | 199 |
|
|
2023
Q2 | $306K | Buy |
2,106
+319
| +18% | +$46.4K | 0.06% | 171 |
|
|
2023
Q1 | $233K | Buy |
+1,787
| New | +$233K | 0.05% | 170 |
|
|
2022
Q4 | – | Sell |
-1,984
| Closed | -$207K | – | 196 |
|
|
2022
Q3 | $207K | Sell |
1,984
-268
| -12% | -$28K | 0.06% | 117 |
|
|
2022
Q2 | $254K | Buy |
2,252
+460
| +26% | +$51.9K | 0.07% | 59 |
|
|
2022
Q1 | $244K | Buy |
+1,792
| New | +$244K | 0.07% | 73 |
|
|
2021
Q1 | – | Sell |
-212
| Closed | -$27K | – | 424 |
|
|
2020
Q4 | $27K | Buy |
+212
| New | +$27K | 0.01% | 324 |
|