Paladin Advisory Group’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 | $812K | Hold |
2,802
| – | – | 0.62% | 39 |
|
|
2025
Q1 | $687K | Hold |
2,802
| – | – | 0.55% | 40 |
|
|
2024
Q4 | $672K | Hold |
2,802
| – | – | 0.51% | 41 |
|
|
2024
Q3 | $591K | Hold |
2,802
| – | – | 0.44% | 45 |
|
|
2024
Q2 | $576K | Hold |
2,802
| – | – | 0.45% | 44 |
|
|
2024
Q1 | $557K | Sell |
2,802
-121
| -4% | -$24.1K | 0.44% | 43 |
|
|
2023
Q4 | $497K | Sell |
2,923
-1,773
| -38% | -$302K | 0.41% | 46 |
|
|
2023
Q3 | $681K | Sell |
4,696
-87
| -2% | -$12.6K | 0.57% | 43 |
|
|
2023
Q2 | $696K | Buy |
4,783
+13
| +0.3% | +$1.89K | 0.56% | 42 |
|
|
2023
Q1 | $622K | Buy |
+4,770
| New | +$622K | 0.52% | 44 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 130 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 130 |
|
|
2022
Q2 | – | Sell |
-5,093
| Closed | -$689K | – | 131 |
|
|
2022
Q1 | $689K | Buy |
+5,093
| New | +$689K | 0.56% | 45 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 128 |
|