Joule Financial’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 | $1.04M | Sell |
3,587
-38
| -1% | -$11K | 0.34% | 38 |
|
|
2025
Q1 | $889K | Buy |
3,625
+25
| +0.7% | +$6.13K | 0.31% | 40 |
|
|
2024
Q4 | $863K | Buy |
3,600
+190
| +6% | +$45.5K | 0.31% | 42 |
|
|
2024
Q3 | $719K | Sell |
3,410
-166
| -5% | -$35K | 0.26% | 46 |
|
|
2024
Q2 | $723K | Sell |
3,576
-4,935
| -58% | -$998K | 0.29% | 41 |
|
|
2024
Q1 | $1.7M | Buy |
8,511
+117
| +1% | +$23.4K | 0.7% | 20 |
|
|
2023
Q4 | $1.43M | Buy |
8,394
+2,135
| +34% | +$363K | 0.66% | 20 |
|
|
2023
Q3 | $908K | Buy |
6,259
+1,028
| +20% | +$149K | 0.46% | 32 |
|
|
2023
Q2 | $761K | Buy |
5,231
+303
| +6% | +$44.1K | 0.39% | 36 |
|
|
2023
Q1 | $642K | Sell |
4,928
-107
| -2% | -$13.9K | 0.34% | 38 |
|
|
2022
Q4 | $675K | Buy |
5,035
+318
| +7% | +$42.6K | 0.45% | 34 |
|
|
2022
Q3 | $493K | Buy |
4,717
+656
| +16% | +$68.6K | 0.37% | 47 |
|
|
2022
Q2 | $457K | Buy |
+4,061
| New | +$457K | 0.36% | 45 |
|