Keystone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,268
| Closed | -$267K | – | 47 |
|
|
2024
Q3 | $267K | Sell |
1,268
-97
| -7% | -$20.5K | 0.08% | 45 |
|
|
2024
Q2 | $276K | Hold |
1,365
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $273K | Sell |
1,365
-1
| -0.1% | -$200 | 0.09% | 48 |
|
|
2023
Q4 | $232K | Sell |
1,366
-47
| -3% | -$8K | 0.08% | 49 |
|
|
2023
Q3 | $205K | Hold |
1,413
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $206K | Buy |
+1,413
| New | +$206K | 0.07% | 47 |
|
|
2022
Q4 | – | Sell |
-66,907
| Closed | -$6.99M | – | 46 |
|
|
2022
Q3 | $6.99M | Buy |
66,907
+63,181
| +1,696% | +$6.6M | 2.69% | 10 |
|
|
2022
Q2 | $420K | Buy |
+3,726
| New | +$420K | 0.15% | 42 |
|
|
2022
Q1 | – | Sell |
-1,413
| Closed | -$224K | – | 48 |
|
|
2021
Q4 | $224K | Hold |
1,413
| – | – | 0.08% | 46 |
|
|
2021
Q3 | $231K | Hold |
1,413
| – | – | 0.08% | 45 |
|
|
2021
Q2 | $220K | Sell |
1,413
-93
| -6% | -$14.5K | 0.08% | 46 |
|
|
2021
Q1 | $229K | Sell |
1,506
-748
| -33% | -$114K | 0.09% | 42 |
|
|
2020
Q4 | $286K | Sell |
2,254
-9,211
| -80% | -$1.17M | 0.12% | 43 |
|
|
2020
Q3 | $1.1M | Buy |
11,465
+854
| +8% | +$82.2K | 0.53% | 30 |
|
|
2020
Q2 | $998K | Buy |
+10,611
| New | +$998K | 0.49% | 37 |
|