Money Concepts Capital’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.34M	Buy	11,351 +1,398	+14%	+$424K	0.18%	123
2025 Q4	$3.21M	Buy	9,953 +98	+1%	+$30.3K	0.18%	118
2025 Q3	$3.11M	Buy	9,855 +496	+5%	+$148K	0.19%	112
2025 Q2	$2.71M	Sell	9,359 -1,615	-15%	-$412K	0.18%	115
2025 Q1	$2.69M	Buy	10,974 +799	+8%	+$204K	0.2%	118
2024 Q4	$2.44M	Sell	10,175 -1,212	-11%	-$282K	0.18%	130
2024 Q3	$2.4M	Sell	11,387 -236	-2%	-$49.7K	0.18%	124
2024 Q2	$2.35M	Buy	11,623 +352	+3%	+$68.8K	0.2%	126
2024 Q1	$2.26M	Buy	11,271 +169	+2%	+$30.5K	0.21%	130
2023 Q4	$1.89M	Sell	11,102 -599	-5%	-$90.8K	0.18%	141
2023 Q3	$1.7M	Sell	11,701 -1,140	-9%	-$171K	0.18%	144
2023 Q2	$1.87M	Sell	12,841 -18,610	-59%	-$2.56M	0.19%	133
2023 Q1	$4.13M	Sell	31,451 -21,340	-40%	-$2.92M	0.23%	86
2022 Q4	$7.08M	Buy	52,791 +24,688	+88%	+$3.13M	0.32%	63
2022 Q3	$2.94M	Buy	28,103 +16,136	+135%	+$1.85M	0.17%	112
2022 Q2	$1.36M	Sell	11,967 -14,007	-54%	-$1.74M	0.12%	173
2022 Q1	$3.54M	Buy	25,974 +17,074	+192%	+$2.52M	0.2%	104
2021 Q4	$1.41M	Buy	+8,900	New	+$1.46M	0.12%	171
2021 Q1	$1.12M	Buy	7,372 +554	+8%	+$79.7K	0.09%	205
2020 Q4	$866K	Buy	+6,818	New	+$762K	0.08%	208