Larson Financial Group’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 | $10.9M | Buy |
37,634
+3,851
| +11% | +$1.12M | 0.44% | 52 |
|
|
2025
Q1 | $8.29M | Buy |
33,783
+2,900
| +9% | +$711K | 0.39% | 57 |
|
|
2024
Q4 | $7.4M | Buy |
30,883
+6,186
| +25% | +$1.48M | 0.38% | 58 |
|
|
2024
Q3 | $5.21M | Buy |
24,697
+2,649
| +12% | +$559K | 0.3% | 67 |
|
|
2024
Q2 | $4.46M | Buy |
22,048
+1,172
| +6% | +$237K | 0.3% | 62 |
|
|
2024
Q1 | $4.18M | Sell |
20,876
-1,218
| -6% | -$244K | 0.32% | 59 |
|
|
2023
Q4 | $3.76M | Sell |
22,094
-833
| -4% | -$142K | 0.33% | 59 |
|
|
2023
Q3 | $3.32M | Buy |
22,927
+4,868
| +27% | +$706K | 0.33% | 57 |
|
|
2023
Q2 | $2.63M | Sell |
18,059
-693
| -4% | -$101K | 0.26% | 75 |
|
|
2023
Q1 | $2.44M | Sell |
18,752
-24
| -0.1% | -$3.13K | 0.27% | 75 |
|
|
2022
Q4 | $2.52M | Sell |
18,776
-1,194
| -6% | -$160K | 0.3% | 67 |
|
|
2022
Q3 | $2.09M | Buy |
19,970
+18,909
| +1,782% | +$1.98M | 0.3% | 56 |
|
|
2022
Q2 | $119K | Buy |
1,061
+134
| +14% | +$15K | 0.02% | 241 |
|
|
2022
Q1 | $126K | Sell |
927
-257
| -22% | -$34.9K | 0.02% | 246 |
|
|
2021
Q4 | $187K | Buy |
1,184
+485
| +69% | +$76.6K | 0.03% | 200 |
|
|
2021
Q3 | $114K | Sell |
699
-99
| -12% | -$16.1K | 0.02% | 196 |
|
|
2021
Q2 | $124K | Buy |
798
+170
| +27% | +$26.4K | 0.03% | 167 |
|
|
2021
Q1 | $96K | Buy |
628
+33
| +6% | +$5.05K | 0.03% | 176 |
|
|
2020
Q4 | $76K | Buy |
595
+56
| +10% | +$7.15K | 0.03% | 164 |
|
|
2020
Q3 | $52K | Sell |
539
-127
| -19% | -$12.3K | 0.02% | 193 |
|
|
2020
Q2 | $63K | Buy |
666
+69
| +12% | +$6.53K | 0.03% | 169 |
|
|
2020
Q1 | $54K | Buy |
597
+409
| +218% | +$37K | 0.03% | 155 |
|
|
2019
Q4 | $26K | Buy |
188
+47
| +33% | +$6.5K | 0.02% | 201 |
|
|
2019
Q3 | $17K | Hold |
141
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $16K | Buy |
141
+1
| +0.7% | +$113 | 0.01% | 206 |
|
|
2019
Q1 | $14K | Buy |
140
+1
| +0.7% | +$100 | 0.01% | 206 |
|
|
2018
Q4 | $14K | Buy |
+139
| New | +$14K | 0.01% | 193 |
|