JFA
JNBA Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
8,585
-41
| -0.5% | -$11.9K | 0.24% | 56 |
|
|
2025
Q1 | $2.12M | Sell |
8,626
-3
| -0% | -$736 | 0.22% | 56 |
|
|
2024
Q4 | $2.07M | Buy |
8,629
+86
| +1% | +$20.6K | 0.21% | 56 |
|
|
2024
Q3 | $1.8M | Sell |
8,543
-1,254
| -13% | -$264K | 0.18% | 61 |
|
|
2024
Q2 | $1.98M | Sell |
9,797
-606
| -6% | -$123K | 0.21% | 65 |
|
|
2024
Q1 | $2.08M | Sell |
10,403
-359
| -3% | -$71.9K | 0.22% | 62 |
|
|
2023
Q4 | $1.83M | Sell |
10,762
-541
| -5% | -$92K | 0.21% | 71 |
|
|
2023
Q3 | $1.64M | Buy |
11,303
+246
| +2% | +$35.7K | 0.2% | 72 |
|
|
2023
Q2 | $1.61M | Buy |
11,057
+117
| +1% | +$17K | 0.19% | 73 |
|
|
2023
Q1 | $1.43M | Buy |
10,940
+88
| +0.8% | +$11.5K | 0.19% | 80 |
|
|
2022
Q4 | $1.46M | Hold |
10,852
| – | – | 0.2% | 76 |
|
|
2022
Q3 | $1.13M | Sell |
10,852
-42
| -0.4% | -$4.39K | 0.18% | 81 |
|
|
2022
Q2 | $1.23M | Sell |
10,894
-175
| -2% | -$19.7K | 0.19% | 79 |
|
|
2022
Q1 | $1.51M | Sell |
11,069
-192
| -2% | -$26.2K | 0.2% | 75 |
|
|
2021
Q4 | $1.78M | Buy |
11,261
+297
| +3% | +$47K | 0.22% | 70 |
|
|
2021
Q3 | $1.8M | Buy |
10,964
+20
| +0.2% | +$3.27K | 0.24% | 68 |
|
|
2021
Q2 | $1.7M | Buy |
10,944
+322
| +3% | +$50.1K | 0.23% | 68 |
|
|
2021
Q1 | $1.62M | Buy |
10,622
+411
| +4% | +$62.6K | 0.23% | 67 |
|
|
2020
Q4 | $1.3M | Sell |
10,211
-4,317
| -30% | -$549K | 0.21% | 71 |
|
|
2020
Q3 | $1.4M | Buy |
14,528
+500
| +4% | +$48.1K | 0.28% | 62 |
|
|
2020
Q2 | $1.32M | Sell |
14,028
-83
| -0.6% | -$7.8K | 0.28% | 61 |
|
|
2020
Q1 | $1.27M | Buy |
14,111
+618
| +5% | +$55.6K | 0.31% | 53 |
|
|
2019
Q4 | $1.88M | Sell |
13,493
-85
| -0.6% | -$11.8K | 0.36% | 49 |
|
|
2019
Q3 | $1.6M | Buy |
13,578
+677
| +5% | +$79.7K | 0.33% | 51 |
|
|
2019
Q2 | $1.44M | Buy |
12,901
+106
| +0.8% | +$11.8K | 0.29% | 49 |
|
|
2019
Q1 | $1.3M | Buy |
12,795
+1,955
| +18% | +$198K | 0.28% | 46 |
|
|
2018
Q4 | $1.06M | Buy |
10,840
+7,519
| +226% | +$734K | 0.24% | 52 |
|
|
2018
Q3 | $375K | Sell |
3,321
-7,369
| -69% | -$832K | 0.17% | 90 |
|
|
2018
Q2 | $1.11M | Hold |
10,690
| – | – | 0.24% | 48 |
|
|
2018
Q1 | $1.18M | Buy |
10,690
+544
| +5% | +$59.8K | 0.25% | 49 |
|
|
2017
Q4 | $1.09M | Sell |
10,146
-570
| -5% | -$61K | 0.23% | 48 |
|
|
2017
Q3 | $1.02M | Buy |
10,716
+220
| +2% | +$21K | 0.23% | 48 |
|
|
2017
Q2 | $959K | Buy |
10,496
+67
| +0.6% | +$6.12K | 0.22% | 46 |
|
|
2017
Q1 | $916K | Sell |
10,429
-915
| -8% | -$80.4K | 0.22% | 47 |
|
|
2016
Q4 | $979K | Sell |
11,344
-3,706
| -25% | -$320K | 0.24% | 44 |
|
|
2016
Q3 | $1M | Buy |
15,050
+3,664
| +32% | +$244K | 0.15% | 48 |
|
|
2016
Q2 | $708K | Buy |
11,386
+5,130
| +82% | +$319K | 0.2% | 51 |
|
|
2016
Q1 | $371K | Hold |
6,256
| – | – | 0.13% | 71 |
|
|
2015
Q4 | $413K | Hold |
6,256
| – | – | 0.16% | 66 |
|
|
2015
Q3 | $381K | Buy |
6,256
+2,450
| +64% | +$149K | 0.16% | 61 |
|
|
2015
Q2 | $258K | Hold |
3,806
| – | – | 0.1% | 85 |
|
|
2015
Q1 | $231K | Sell |
3,806
-136
| -3% | -$8.25K | 0.09% | 91 |
|
|
2014
Q4 | $247K | Hold |
3,942
| – | – | 0.1% | 87 |
|
|
2014
Q3 | $237K | Buy |
3,942
+887
| +29% | +$53.3K | 0.11% | 85 |
|
|
2014
Q2 | $176K | Buy |
3,055
+127
| +4% | +$7.32K | 0.09% | 99 |
|
|
2014
Q1 | $178K | Hold |
2,928
| – | – | 0.09% | 93 |
|
|
2013
Q4 | $171K | Buy |
2,928
+1,500
| +105% | +$87.6K | 0.09% | 90 |
|
|
2013
Q3 | $74K | Buy |
1,428
+975
| +215% | +$50.5K | 0.05% | 134 |
|
|
2013
Q2 | $24K | Buy |
+453
| New | +$24K | 0.02% | 190 |
|