McClarren Financial Advisors’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 | $316K | Sell |
1,091
-63
| -5% | -$18.3K | 0.21% | 60 |
|
|
2025
Q1 | $266K | Buy |
1,154
+69
| +6% | +$15.9K | 0.18% | 62 |
|
|
2024
Q4 | $260K | Buy |
1,085
+3
| +0.3% | +$719 | 0.73% | 23 |
|
|
2024
Q3 | $433 | Sell |
1,082
-333
| -24% | -$133 | 0.05% | 55 |
|
|
2024
Q2 | $218K | Buy |
1,415
+357
| +34% | +$55K | 0.15% | 65 |
|
|
2024
Q1 | $212K | Buy |
1,058
+4
| +0.4% | +$802 | 0.15% | 67 |
|
|
2023
Q4 | $179K | Buy |
1,054
+6
| +0.6% | +$1.02K | 0.14% | 74 |
|
|
2023
Q3 | $152K | Buy |
1,048
+4
| +0.4% | +$580 | 0.13% | 79 |
|
|
2023
Q2 | $151K | Buy |
1,044
+404
| +63% | +$58.4K | 0.12% | 80 |
|
|
2023
Q1 | $82K | Buy |
640
+2
| +0.3% | +$256 | 0.07% | 112 |
|
|
2022
Q4 | $85K | Buy |
638
+3
| +0.5% | +$400 | 0.08% | 112 |
|
|
2022
Q3 | $66K | Buy |
+635
| New | +$66K | 0.07% | 109 |
|
|
2022
Q2 | – | Sell |
-635
| Closed | -$86K | – | 152 |
|
|
2022
Q1 | $86K | Hold |
635
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $100K | Buy |
635
+157
| +33% | +$24.7K | 0.07% | 100 |
|
|
2021
Q3 | $78K | Buy |
478
+12
| +3% | +$1.96K | 0.06% | 93 |
|
|
2021
Q2 | $72K | Buy |
466
+2
| +0.4% | +$309 | 0.06% | 97 |
|
|
2021
Q1 | $71K | Buy |
464
+4
| +0.9% | +$612 | 0.06% | 95 |
|
|
2020
Q4 | $58K | Buy |
+460
| New | +$58K | 0.06% | 94 |
|