My Personal CFO LLC’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 | $844K | Hold |
2,910
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $714K | Sell |
2,910
-46
| -2% | -$11.3K | 0.36% | 47 |
|
|
2024
Q4 | $709K | Hold |
2,956
| – | – | 0.36% | 49 |
|
|
2024
Q3 | $623K | Buy |
2,956
+15
| +0.5% | +$3.16K | 0.34% | 54 |
|
|
2024
Q2 | $595K | Sell |
2,941
-77
| -3% | -$15.6K | 0.32% | 56 |
|
|
2024
Q1 | $605K | Buy |
3,018
+19
| +0.6% | +$3.81K | 0.35% | 56 |
|
|
2023
Q4 | $510K | Buy |
2,999
+116
| +4% | +$19.7K | 0.33% | 58 |
|
|
2023
Q3 | $418K | Buy |
2,883
+2
| +0.1% | +$290 | 0.34% | 56 |
|
|
2023
Q2 | $419K | Sell |
2,881
-47
| -2% | -$6.84K | 0.33% | 56 |
|
|
2023
Q1 | $382K | Buy |
2,928
+2,636
| +903% | +$343K | 0.33% | 52 |
|
|
2022
Q4 | $392K | Hold |
292
| – | – | 0.36% | 48 |
|
|
2022
Q3 | $337K | Sell |
292
-2,342
| -89% | -$2.7M | 0.51% | 43 |
|
|
2022
Q2 | $297K | Buy |
2,634
+187
| +8% | +$21.1K | 0.38% | 45 |
|
|
2022
Q1 | $334K | Sell |
2,447
-110
| -4% | -$15K | 0.35% | 43 |
|
|
2021
Q4 | $405K | Buy |
+2,557
| New | +$405K | 0.35% | 42 |
|