Mainsail 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 | $1.31M | Sell |
4,568
-4
| -0.1% | -$1.15K | 0.61% | 37 |
|
|
2025
Q1 | $1.12M | Buy |
4,572
+175
| +4% | +$42.9K | 0.64% | 34 |
|
|
2024
Q4 | $1.05M | Sell |
4,397
-18
| -0.4% | -$4.32K | 0.61% | 34 |
|
|
2024
Q3 | $942K | Sell |
4,415
-498
| -10% | -$106K | 0.56% | 38 |
|
|
2024
Q2 | $994K | Buy |
4,913
+231
| +5% | +$46.7K | 0.58% | 37 |
|
|
2024
Q1 | $938K | Buy |
4,682
+15
| +0.3% | +$3.01K | 0.65% | 39 |
|
|
2023
Q4 | $780K | Buy |
4,667
+440
| +10% | +$73.5K | 0.6% | 37 |
|
|
2023
Q3 | $608K | Buy |
+4,227
| New | +$608K | 0.55% | 42 |
|