Marshall & Sullivan’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 | $174K | Buy |
+599
| New | +$174K | 0.08% | 46 |
|
|
2023
Q1 | – | Sell |
-450
| Closed | -$60.3K | – | 55 |
|
|
2022
Q4 | $60.3K | Buy |
+450
| New | +$60.3K | 0.04% | 55 |
|
|
2022
Q3 | – | Sell |
-567
| Closed | -$63K | – | 62 |
|
|
2022
Q2 | $63K | Buy |
+567
| New | +$63K | 0.04% | 53 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$450 | – | 46 |
|
|
2020
Q4 | $450 | Sell |
57
-393
| -87% | -$3.1K | 0.04% | 56 |
|
|
2020
Q3 | $43K | Buy |
+450
| New | +$43K | 0.03% | 51 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$46.9K | – | 63 |
|
|
2018
Q2 | $46.9K | Buy |
+450
| New | +$46.9K | 0.04% | 61 |
|