Mustard Seed Financial’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 | $457K | Sell |
1,576
-113
| -7% | -$32.8K | 0.33% | 51 |
|
|
2025
Q1 | $414K | Hold |
1,689
| – | – | 0.33% | 55 |
|
|
2024
Q4 | $405K | Hold |
1,689
| – | – | 0.33% | 55 |
|
|
2024
Q3 | $356K | Buy |
1,689
+26
| +2% | +$5.48K | 0.3% | 57 |
|
|
2024
Q2 | $336K | Hold |
1,663
| – | – | 0.32% | 58 |
|
|
2024
Q1 | $333K | Hold |
1,663
| – | – | 0.33% | 56 |
|
|
2023
Q4 | $283K | Buy |
+1,663
| New | +$283K | 0.32% | 58 |
|