One Day In July 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 | $1.15M | Buy |
3,954
+853
| +28% | +$247K | 0.1% | 62 |
|
|
2025
Q1 | $761K | Buy |
3,101
+135
| +5% | +$33.1K | 0.08% | 74 |
|
|
2024
Q4 | $711K | Sell |
2,966
-884
| -23% | -$212K | 0.07% | 72 |
|
|
2024
Q3 | $812K | Buy |
3,850
+1,712
| +80% | +$361K | 0.09% | 71 |
|
|
2024
Q2 | $432K | Buy |
2,138
+230
| +12% | +$46.5K | 0.05% | 86 |
|
|
2024
Q1 | $382K | Sell |
1,908
-66
| -3% | -$13.2K | 0.05% | 91 |
|
|
2023
Q4 | $336K | Sell |
1,974
-60
| -3% | -$10.2K | 0.05% | 89 |
|
|
2023
Q3 | $295K | Buy |
+2,034
| New | +$295K | 0.05% | 81 |
|