JDM Financial 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 | $18.8K | Hold |
65
| – | – | 0.01% | 132 |
|
|
2025
Q1 | $15.9K | Hold |
65
| – | – | 0.01% | 135 |
|
|
2024
Q4 | $15.6K | Hold |
65
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $13.7K | Buy |
65
+36
| +124% | +$7.59K | 0.01% | 147 |
|
|
2024
Q2 | $5.87K | Hold |
29
| – | – | ﹤0.01% | 182 |
|
|
2024
Q1 | $5.81K | Hold |
29
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $4.93K | Sell |
29
-31
| -52% | -$5.27K | ﹤0.01% | 176 |
|
|
2023
Q3 | $8.7K | Hold |
60
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $8.73K | Hold |
60
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $7.82K | Sell |
60
-17
| -22% | -$2.22K | 0.01% | 156 |
|
|
2022
Q4 | $10.3K | Buy |
+77
| New | +$10.3K | 0.01% | 128 |
|