MPS Loria Financial Planners’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 | $365K | Buy |
1,258
+3
| +0.2% | +$870 | 0.11% | 58 |
|
|
2025
Q1 | $308K | Buy |
1,255
+2
| +0.2% | +$491 | 0.09% | 61 |
|
|
2024
Q4 | $300K | Buy |
1,253
+1
| +0.1% | +$240 | 0.09% | 62 |
|
|
2024
Q3 | $264K | Sell |
1,252
-397
| -24% | -$83.7K | 0.08% | 70 |
|
|
2024
Q2 | $334K | Buy |
1,649
+1
| +0.1% | +$202 | 0.11% | 57 |
|
|
2024
Q1 | $330K | Sell |
1,648
-87
| -5% | -$17.4K | 0.11% | 59 |
|
|
2023
Q4 | $295K | Sell |
1,735
-217
| -11% | -$36.9K | 0.1% | 62 |
|
|
2023
Q3 | $283K | Buy |
1,952
+441
| +29% | +$64K | 0.11% | 61 |
|
|
2023
Q2 | $220K | Sell |
1,511
-205
| -12% | -$29.8K | 0.08% | 75 |
|
|
2023
Q1 | $224K | Buy |
1,716
+60
| +4% | +$7.82K | 0.09% | 70 |
|
|
2022
Q4 | $222K | Buy |
+1,656
| New | +$222K | 0.1% | 68 |
|
|
2022
Q3 | – | Sell |
-1,982
| Closed | -$223K | – | 72 |
|
|
2022
Q2 | $223K | Hold |
1,982
| – | – | 0.1% | 62 |
|
|
2022
Q1 | $270K | Hold |
1,982
| – | – | 0.11% | 65 |
|
|
2021
Q4 | $313K | Hold |
1,982
| – | – | 0.13% | 59 |
|
|
2021
Q3 | $324K | Hold |
1,982
| – | – | 0.15% | 52 |
|
|
2021
Q2 | $308K | Sell |
1,982
-699
| -26% | -$109K | 0.14% | 55 |
|
|
2021
Q1 | $408K | Buy |
2,681
+5
| +0.2% | +$761 | 0.19% | 45 |
|
|
2020
Q4 | $337K | Buy |
2,676
+642
| +32% | +$80.9K | 0.15% | 52 |
|
|
2020
Q3 | $196K | Buy |
2,034
+8
| +0.4% | +$771 | 0.1% | 70 |
|
|
2020
Q2 | $191K | Buy |
+2,026
| New | +$191K | 0.1% | 72 |
|
|
2020
Q1 | – | Sell |
-2,012
| Closed | -$280K | – | 69 |
|
|
2019
Q4 | $280K | Buy |
2,012
+6
| +0.3% | +$835 | 0.17% | 55 |
|
|
2019
Q3 | $236K | Buy |
2,006
+5
| +0.2% | +$588 | 0.15% | 61 |
|
|
2019
Q2 | $223K | Buy |
2,001
+5
| +0.3% | +$557 | 0.14% | 63 |
|
|
2019
Q1 | $202K | Sell |
1,996
-672
| -25% | -$68K | 0.13% | 69 |
|
|
2018
Q4 | $260K | Buy |
2,668
+10
| +0.4% | +$975 | 0.19% | 56 |
|
|
2018
Q3 | $300K | Sell |
2,658
-562
| -17% | -$63.4K | 0.19% | 53 |
|
|
2018
Q2 | $336K | Buy |
3,220
+10
| +0.3% | +$1.04K | 0.34% | 44 |
|
|
2018
Q1 | $353K | Buy |
3,210
+10
| +0.3% | +$1.1K | 0.25% | 46 |
|
|
2017
Q4 | $342K | Buy |
3,200
+11
| +0.3% | +$1.18K | 0.23% | 50 |
|
|
2017
Q3 | $305K | Hold |
3,189
| – | – | 0.22% | 52 |
|
|
2017
Q2 | $296K | Buy |
+3,189
| New | +$296K | 0.2% | 53 |
|