JAG
Journey Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
74,918
+1,691
| +2% | +$490K | 1.69% | 10 |
|
|
2025
Q1 | $18M | Buy |
73,227
+2,050
| +3% | +$503K | 1.47% | 12 |
|
|
2024
Q4 | $14.4M | Hold |
71,177
| – | – | 1.72% | 13 |
|
|
2024
Q3 | $14.4M | Sell |
71,177
-252
| -0.4% | -$51K | 1.72% | 13 |
|
|
2024
Q2 | $14.4M | Buy |
71,429
+982
| +1% | +$199K | 1.73% | 13 |
|
|
2024
Q1 | $14.1M | Buy |
70,447
+253
| +0.4% | +$50.7K | 1.74% | 13 |
|
|
2023
Q4 | $11.9M | Sell |
70,194
-1,058
| -1% | -$180K | 1.62% | 15 |
|
|
2023
Q3 | $10.3M | Buy |
71,252
+1,651
| +2% | +$239K | 1.54% | 15 |
|
|
2023
Q2 | $10.1M | Buy |
69,601
+2,035
| +3% | +$296K | 1.51% | 15 |
|
|
2023
Q1 | $8.8M | Buy |
67,566
+4,879
| +8% | +$636K | 1.38% | 19 |
|
|
2022
Q4 | $8.41M | Buy |
62,687
+12,687
| +25% | +$1.7M | 2.09% | 8 |
|
|
2022
Q3 | $5.23M | Buy |
50,000
+3,792
| +8% | +$396K | 1.33% | 17 |
|
|
2022
Q2 | $5.28M | Buy |
46,208
+10,435
| +29% | +$1.19M | 1.21% | 18 |
|
|
2022
Q1 | $4.88M | Buy |
35,773
+1,545
| +5% | +$211K | 1.23% | 16 |
|
|
2021
Q4 | $5.42M | Buy |
34,228
+2,798
| +9% | +$443K | 1.5% | 13 |
|
|
2021
Q3 | $5.15M | Buy |
31,430
+480
| +2% | +$78.6K | 1.67% | 13 |
|
|
2021
Q2 | $4.81M | Buy |
30,950
+1,681
| +6% | +$261K | 1.53% | 14 |
|
|
2021
Q1 | $4.46M | Buy |
29,269
+474
| +2% | +$72.2K | 1.56% | 14 |
|
|
2020
Q4 | $3.66M | Buy |
+28,795
| New | +$3.66M | 1.37% | 16 |
|