Integrity Financial’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 | $4.41M | Buy |
15,207
+11,893
| +359% | +$3.45M | 2.24% | 9 |
|
|
2025
Q1 | $813K | Buy |
3,314
+516
| +18% | +$127K | 0.46% | 54 |
|
|
2024
Q4 | $671K | Sell |
2,798
-458
| -14% | -$110K | 0.39% | 61 |
|
|
2024
Q3 | $686K | Buy |
3,256
+108
| +3% | +$22.8K | 0.4% | 59 |
|
|
2024
Q2 | $637K | Buy |
3,148
+51
| +2% | +$10.3K | 0.4% | 55 |
|
|
2024
Q1 | $620K | Buy |
3,097
+475
| +18% | +$95.1K | 0.43% | 56 |
|
|
2023
Q4 | $446K | Sell |
2,622
-268
| -9% | -$45.6K | 0.32% | 59 |
|
|
2023
Q3 | $419K | Buy |
2,890
+263
| +10% | +$38.1K | 0.32% | 57 |
|
|
2023
Q2 | $382K | Buy |
2,627
+2
| +0.1% | +$291 | 0.28% | 60 |
|
|
2023
Q1 | $342K | Buy |
2,625
+120
| +5% | +$15.6K | 0.28% | 67 |
|
|
2022
Q4 | $336K | Sell |
2,505
-12
| -0.5% | -$1.61K | 0.32% | 63 |
|
|
2022
Q3 | $263K | Sell |
2,517
-3
| -0.1% | -$313 | 0.28% | 69 |
|
|
2022
Q2 | $284K | Sell |
2,520
-9
| -0.4% | -$1.01K | 0.27% | 68 |
|
|
2022
Q1 | $345K | Sell |
2,529
-1,230
| -33% | -$168K | 0.28% | 63 |
|
|
2021
Q4 | $595K | Buy |
+3,759
| New | +$595K | 0.44% | 46 |
|