Level 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 | $501K | Hold |
1,728
| – | – | 0.16% | 60 |
|
|
2025
Q1 | $424K | Hold |
1,728
| – | – | 0.14% | 63 |
|
|
2024
Q4 | $414K | Hold |
1,728
| – | – | 0.15% | 62 |
|
|
2024
Q3 | $364K | Sell |
1,728
-327
| -16% | -$69K | 0.14% | 58 |
|
|
2024
Q2 | $416K | Buy |
2,055
+32
| +2% | +$6.47K | 0.18% | 52 |
|
|
2024
Q1 | $405K | Sell |
2,023
-83
| -4% | -$16.6K | 0.18% | 51 |
|
|
2023
Q4 | $358K | Sell |
2,106
-88
| -4% | -$15K | 0.18% | 51 |
|
|
2023
Q3 | $318K | Hold |
2,194
| – | – | 0.18% | 50 |
|
|
2023
Q2 | $319K | Buy |
2,194
+89
| +4% | +$12.9K | 0.18% | 49 |
|
|
2023
Q1 | $274K | Sell |
2,105
-27
| -1% | -$3.52K | 0.16% | 48 |
|
|
2022
Q4 | $286K | Sell |
2,132
-23
| -1% | -$3.09K | 0.19% | 44 |
|
|
2022
Q3 | $225K | Hold |
2,155
| – | – | 0.17% | 46 |
|
|
2022
Q2 | $243K | Buy |
2,155
+500
| +30% | +$56.4K | 0.18% | 43 |
|
|
2022
Q1 | $226K | Sell |
1,655
-128
| -7% | -$17.5K | 0.17% | 40 |
|
|
2021
Q4 | $282K | Buy |
+1,783
| New | +$282K | 0.22% | 36 |
|