Investmark Advisory Group’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 | $887K | Buy |
3,059
+8
| +0.3% | +$2.32K | 0.42% | 53 |
|
|
2025
Q1 | $749K | Buy |
3,051
+6
| +0.2% | +$1.47K | 0.37% | 51 |
|
|
2024
Q4 | $730K | Sell |
3,045
-1,055
| -26% | -$253K | 0.36% | 52 |
|
|
2024
Q3 | $865K | Buy |
4,100
+39
| +1% | +$8.22K | 0.42% | 48 |
|
|
2024
Q2 | $821K | Sell |
4,061
-21
| -0.5% | -$4.25K | 0.44% | 48 |
|
|
2024
Q1 | $818K | Buy |
4,082
+8
| +0.2% | +$1.6K | 0.45% | 48 |
|
|
2023
Q4 | $693K | Sell |
4,074
-157
| -4% | -$26.7K | 0.41% | 53 |
|
|
2023
Q3 | $614K | Buy |
4,231
+210
| +5% | +$30.5K | 0.42% | 51 |
|
|
2023
Q2 | $585K | Sell |
4,021
-101
| -2% | -$14.7K | 0.39% | 50 |
|
|
2023
Q1 | $537K | Sell |
4,122
-189
| -4% | -$24.6K | 0.39% | 50 |
|
|
2022
Q4 | $578K | Buy |
4,311
+841
| +24% | +$113K | 0.43% | 52 |
|
|
2022
Q3 | $362K | Buy |
3,470
+401
| +13% | +$41.8K | 0.33% | 57 |
|
|
2022
Q2 | $345K | Buy |
3,069
+13
| +0.4% | +$1.46K | 0.34% | 48 |
|
|
2022
Q1 | $416K | Buy |
3,056
+20
| +0.7% | +$2.72K | 0.43% | 46 |
|
|
2021
Q4 | $480K | Buy |
+3,036
| New | +$480K | 0.45% | 37 |
|