Main Street Financial Solutions’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
$6M Buy
20,686
+3,818
+23% +$1.11M 0.43% 48
2025
Q1
$4.14M Buy
16,868
+122
+0.7% +$29.9K 0.36% 57
2024
Q4
$4.01M Buy
16,746
+1,063
+7% +$255K 0.4% 46
2024
Q3
$3.31M Buy
15,683
+192
+1% +$40.5K 0.3% 69
2024
Q2
$3.13M Buy
15,491
+59
+0.4% +$11.9K 0.3% 67
2024
Q1
$3.09M Buy
15,432
+1,797
+13% +$360K 0.33% 64
2023
Q4
$2.32M Sell
13,635
-206
-1% -$35K 0.3% 70
2023
Q3
$2.01M Sell
13,841
-13
-0.1% -$1.89K 0.28% 72
2023
Q2
$2.01M Sell
13,854
-463
-3% -$67.3K 0.27% 77
2023
Q1
$1.87M Buy
14,317
+126
+0.9% +$16.4K 0.27% 78
2022
Q4
$1.9M Buy
14,191
+871
+7% +$117K 0.3% 76
2022
Q3
$1.39M Buy
13,320
+588
+5% +$61.4K 0.23% 99
2022
Q2
$1.43M Sell
12,732
-1,662
-12% -$187K 0.19% 110
2022
Q1
$1.96M Sell
14,394
-59
-0.4% -$8.04K 0.29% 82
2021
Q4
$2.29M Buy
14,453
+303
+2% +$48K 0.32% 67
2021
Q3
$2.32M Buy
14,150
+2,210
+19% +$362K 0.36% 62
2021
Q2
$1.86M Sell
11,940
-135
-1% -$21K 0.3% 76
2021
Q1
$1.84M Sell
12,075
-222
-2% -$33.8K 0.33% 72
2020
Q4
$1.56M Buy
+12,297
New +$1.56M 0.32% 74