JMG 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 | $389K | Buy |
+1,341
| New | +$389K | 0.01% | 99 |
|
|
2024
Q3 | – | Sell |
-2,015
| Closed | -$408K | – | 118 |
|
|
2024
Q2 | $408K | Hold |
2,015
| – | – | 0.02% | 91 |
|
|
2024
Q1 | $404K | Sell |
2,015
-300
| -13% | -$60.1K | 0.02% | 91 |
|
|
2023
Q4 | $394K | Buy |
2,315
+530
| +30% | +$90.2K | 0.02% | 92 |
|
|
2023
Q3 | $259K | Buy |
1,785
+335
| +23% | +$48.6K | 0.01% | 99 |
|
|
2023
Q2 | $211K | Sell |
1,450
-172
| -11% | -$25K | 0.01% | 107 |
|
|
2023
Q1 | $211K | Sell |
1,622
-66
| -4% | -$8.59K | 0.01% | 106 |
|
|
2022
Q4 | $226K | Buy |
+1,688
| New | +$226K | 0.01% | 100 |
|
|
2021
Q2 | – | Sell |
-1,833
| Closed | -$279K | – | 90 |
|
|
2021
Q1 | $279K | Sell |
1,833
-2
| -0.1% | -$304 | 0.02% | 70 |
|
|
2020
Q4 | $233K | Buy |
+1,835
| New | +$233K | 0.02% | 71 |
|
|
2020
Q2 | – | Sell |
-2,328
| Closed | -$210K | – | 75 |
|
|
2020
Q1 | $210K | Buy |
2,328
+175
| +8% | +$15.8K | 0.02% | 65 |
|
|
2019
Q4 | $300K | Buy |
2,153
+20
| +0.9% | +$2.79K | 0.03% | 63 |
|
|
2019
Q3 | $251K | Sell |
2,133
-614
| -22% | -$72.3K | 0.03% | 66 |
|
|
2019
Q2 | $307K | Buy |
+2,747
| New | +$307K | 0.03% | 60 |
|