Mosaic Financial 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 | $2.69M | Sell |
9,281
-15
| -0.2% | -$4.35K | 2.06% | 8 |
|
|
2025
Q1 | $2.28M | Buy |
9,296
+78
| +0.8% | +$19.1K | 1.85% | 9 |
|
|
2024
Q4 | $2.21M | Sell |
9,218
-438
| -5% | -$105K | 1.59% | 10 |
|
|
2024
Q3 | $2.04M | Sell |
9,656
-40
| -0.4% | -$8.43K | 1.45% | 12 |
|
|
2024
Q2 | $1.96M | Sell |
9,696
-70
| -0.7% | -$14.2K | 1.41% | 13 |
|
|
2024
Q1 | $1.96M | Buy |
+9,766
| New | +$1.96M | 1.57% | 13 |
|