Morling 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 | $563K | Sell |
1,942
-3,360
| -63% | -$974K | 0.18% | 40 |
|
|
2025
Q1 | $1.3M | Buy |
5,302
+3,395
| +178% | +$833K | 0.45% | 27 |
|
|
2024
Q4 | $457K | Buy |
1,907
+27
| +1% | +$6.47K | 0.16% | 45 |
|
|
2024
Q3 | $396K | Sell |
1,880
-61
| -3% | -$12.9K | 0.15% | 46 |
|
|
2024
Q2 | $393K | Buy |
1,941
+293
| +18% | +$59.3K | 0.17% | 43 |
|
|
2024
Q1 | $330K | Sell |
1,648
-15
| -0.9% | -$3K | 0.19% | 48 |
|
|
2023
Q4 | $283K | Buy |
1,663
+15
| +0.9% | +$2.55K | 0.23% | 45 |
|
|
2023
Q3 | $239K | Hold |
1,648
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $240K | Sell |
1,648
-98
| -6% | -$14.3K | 0.23% | 46 |
|
|
2023
Q1 | $228K | Buy |
1,746
+98
| +6% | +$12.8K | 0.25% | 48 |
|
|
2022
Q4 | $221K | Hold |
1,648
| – | – | 0.28% | 48 |
|
|
2022
Q3 | $172K | Hold |
1,648
| – | – | 0.23% | 47 |
|
|
2022
Q2 | $186K | Sell |
1,648
-8
| -0.5% | -$903 | 0.24% | 48 |
|
|
2022
Q1 | $226K | Buy |
1,656
+10
| +0.6% | +$1.37K | 0.29% | 47 |
|
|
2021
Q4 | $261K | Buy |
+1,646
| New | +$261K | 0.25% | 39 |
|