Keener Financial Planning’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 | $458K | Buy |
1,582
+300
| +23% | +$86.9K | 0.23% | 30 |
|
|
2025
Q1 | $314K | Sell |
1,282
-300
| -19% | -$73.5K | 0.2% | 31 |
|
|
2024
Q4 | $379K | Hold |
1,582
| – | – | 0.22% | 30 |
|
|
2024
Q3 | $333K | Hold |
1,582
| – | – | 0.22% | 30 |
|
|
2024
Q2 | $319K | Sell |
1,582
-70
| -4% | -$14.1K | 0.21% | 34 |
|
|
2024
Q1 | $331K | Buy |
1,652
+145
| +10% | +$29.1K | 0.23% | 30 |
|
|
2023
Q4 | $256K | Buy |
+1,507
| New | +$256K | 0.2% | 35 |
|