Life Planning Partners’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 | $337K | Buy |
1,162
+100
| +9% | +$29K | 0.27% | 51 |
|
|
2025
Q1 | $261K | Hold |
1,062
| – | – | 0.24% | 52 |
|
|
2024
Q4 | $255K | Sell |
1,062
-15
| -1% | -$3.6K | 0.24% | 52 |
|
|
2024
Q3 | $227K | Hold |
1,077
| – | – | 0.2% | 54 |
|
|
2024
Q2 | $218K | Hold |
1,077
| – | – | 0.2% | 57 |
|
|
2024
Q1 | $216K | Buy |
1,077
+10
| +0.9% | +$2K | 0.21% | 59 |
|
|
2023
Q4 | $181K | Buy |
+1,067
| New | +$181K | 0.18% | 60 |
|
|
2022
Q3 | $149K | Hold |
1,428
| – | – | 0.17% | 57 |
|
|
2022
Q2 | $161K | Hold |
1,428
| – | – | 0.18% | 52 |
|
|
2022
Q1 | $196K | Buy |
1,428
+402
| +39% | +$55.2K | 0.2% | 49 |
|
|
2021
Q4 | $162K | Buy |
+1,026
| New | +$162K | 0.16% | 50 |
|