Mayfair Advisory 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 | $1.07M | Sell |
3,718
-21
| -0.6% | -$6.06K | 0.51% | 42 |
|
|
2025
Q1 | $917K | Sell |
3,739
-18
| -0.5% | -$4.42K | 0.53% | 41 |
|
|
2024
Q4 | $901K | Buy |
3,757
+210
| +6% | +$50.3K | 0.53% | 38 |
|
|
2024
Q3 | $749K | Hold |
3,547
| – | – | 0.47% | 40 |
|
|
2024
Q2 | $727K | Buy |
3,547
+384
| +12% | +$78.7K | 0.49% | 38 |
|
|
2024
Q1 | $634K | Buy |
3,163
+168
| +6% | +$33.6K | 0.46% | 44 |
|
|
2023
Q4 | $515K | Buy |
2,995
+1
| +0% | +$172 | 0.44% | 52 |
|
|
2023
Q3 | $436K | Sell |
2,994
-120
| -4% | -$17.5K | 0.42% | 53 |
|
|
2023
Q2 | $450K | Buy |
3,114
+36
| +1% | +$5.2K | 0.45% | 51 |
|
|
2023
Q1 | $427K | Sell |
3,078
-50
| -2% | -$6.94K | 0.46% | 54 |
|
|
2022
Q4 | $430K | Sell |
3,128
-164
| -5% | -$22.5K | 0.55% | 49 |
|
|
2022
Q3 | $355K | Buy |
3,292
+3
| +0.1% | +$324 | 0.5% | 53 |
|
|
2022
Q2 | $379K | Buy |
3,289
+87
| +3% | +$10K | 0.5% | 50 |
|
|
2022
Q1 | $433K | Buy |
3,202
+60
| +2% | +$8.11K | 0.56% | 42 |
|
|
2021
Q4 | $515K | Buy |
3,142
+2
| +0.1% | +$328 | 0.68% | 34 |
|
|
2021
Q3 | $524K | Buy |
3,140
+268
| +9% | +$44.7K | 0.8% | 31 |
|
|
2021
Q2 | $447K | Buy |
2,872
+80
| +3% | +$12.5K | 0.71% | 35 |
|
|
2021
Q1 | $429K | Sell |
2,792
-148
| -5% | -$22.7K | 0.77% | 34 |
|
|
2020
Q4 | $374K | Buy |
2,940
+69
| +2% | +$8.78K | 0.73% | 35 |
|
|
2020
Q3 | $276K | Buy |
2,871
+453
| +19% | +$43.5K | 0.71% | 38 |
|
|
2020
Q2 | $227K | Buy |
+2,418
| New | +$227K | 0.73% | 36 |
|