Laraway Financial Advisors’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 | $978K | Hold |
3,373
| – | – | 0.74% | 35 |
|
|
2025
Q1 | $827K | Hold |
3,373
| – | – | 0.66% | 41 |
|
|
2024
Q4 | $809K | Hold |
3,373
| – | – | 0.62% | 40 |
|
|
2024
Q3 | $711K | Hold |
3,373
| – | – | 0.57% | 48 |
|
|
2024
Q2 | $682K | Hold |
3,373
| – | – | 0.58% | 49 |
|
|
2024
Q1 | $676K | Sell |
3,373
-200
| -6% | -$40.1K | 0.6% | 52 |
|
|
2023
Q4 | $608K | Hold |
3,573
| – | – | 0.58% | 55 |
|
|
2023
Q3 | $518K | Hold |
3,573
| – | – | 0.54% | 60 |
|
|
2023
Q2 | $520K | Sell |
3,573
-200
| -5% | -$29.1K | 0.51% | 62 |
|
|
2023
Q1 | $492K | Sell |
3,773
-300
| -7% | -$39.1K | 0.5% | 66 |
|
|
2022
Q4 | $546K | Buy |
4,073
+3
| +0.1% | +$402 | 0.57% | 59 |
|
|
2022
Q3 | $426K | Hold |
4,070
| – | – | 0.48% | 65 |
|
|
2022
Q2 | $459K | Sell |
4,070
-200
| -5% | -$22.6K | 0.49% | 65 |
|
|
2022
Q1 | $582K | Sell |
4,270
-10
| -0.2% | -$1.36K | 0.53% | 60 |
|
|
2021
Q4 | $677K | Buy |
+4,280
| New | +$677K | 0.6% | 56 |
|