Peak Financial Management’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 | – | Sell |
-872
| Closed | -$214K | – | 102 |
|
|
2025
Q1 | $214K | Buy |
872
+26
| +3% | +$6.38K | 0.06% | 88 |
|
|
2024
Q4 | $203K | Buy |
+846
| New | +$203K | 0.06% | 95 |
|
|
2024
Q1 | – | Sell |
-1,340
| Closed | -$228K | – | 98 |
|
|
2023
Q4 | $228K | Buy |
+1,340
| New | +$228K | 0.08% | 77 |
|
|
2021
Q4 | – | Sell |
-1,308
| Closed | -$214K | – | 79 |
|
|
2021
Q3 | $214K | Buy |
+1,308
| New | +$214K | 0.07% | 69 |
|