Jim Saulnier & Associates’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
$323K Buy
1,114
+2
+0.2% +$580 0.22% 82
2025
Q1
$273K Buy
1,112
+2
+0.2% +$490 0.21% 87
2024
Q4
$266K Buy
1,110
+2
+0.2% +$479 0.23% 77
2024
Q3
$234K Buy
+1,108
New +$234K 0.23% 73