Novak & Powell Financial Services’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 | $1.6M | Sell |
5,520
-280
| -5% | -$81.2K | 1.11% | 19 |
|
|
2025
Q1 | $1.42M | Sell |
5,800
-56
| -1% | -$13.7K | 0.89% | 28 |
|
|
2024
Q4 | $1.4M | Sell |
5,856
-78
| -1% | -$18.7K | 0.84% | 31 |
|
|
2024
Q3 | $1.25M | Sell |
5,934
-620
| -9% | -$131K | 0.73% | 34 |
|
|
2024
Q2 | $1.33M | Sell |
6,554
-174
| -3% | -$35.2K | 0.82% | 34 |
|
|
2024
Q1 | $1.35M | Sell |
6,728
-106
| -2% | -$21.2K | 1.01% | 23 |
|
|
2023
Q4 | $1.16M | Buy |
+6,834
| New | +$1.16M | 0.78% | 36 |
|