Personal CFO Solutions’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 | $3.01M | Buy |
10,382
+1,062
| +11% | +$308K | 0.56% | 30 |
|
|
2025
Q1 | $2.29M | Sell |
9,320
-143
| -2% | -$35.1K | 0.46% | 39 |
|
|
2024
Q4 | $2.27M | Sell |
9,463
-221
| -2% | -$53K | 0.45% | 41 |
|
|
2024
Q3 | $2.04M | Buy |
9,684
+354
| +4% | +$74.6K | 0.29% | 70 |
|
|
2024
Q2 | $1.89M | Sell |
9,330
-114
| -1% | -$23.1K | 0.29% | 65 |
|
|
2024
Q1 | $1.89M | Buy |
9,444
+401
| +4% | +$80.3K | 0.3% | 69 |
|
|
2023
Q4 | $1.54M | Sell |
9,043
-2,438
| -21% | -$415K | 0.27% | 72 |
|
|
2023
Q3 | $1.66M | Buy |
11,481
+551
| +5% | +$79.9K | 0.33% | 64 |
|
|
2023
Q2 | $1.59M | Buy |
10,930
+1,450
| +15% | +$211K | 0.32% | 64 |
|
|
2023
Q1 | $1.24M | Buy |
9,480
+131
| +1% | +$17.1K | 0.26% | 73 |
|
|
2022
Q4 | $1.25M | Buy |
9,349
+725
| +8% | +$97.2K | 0.27% | 69 |
|
|
2022
Q3 | $901K | Sell |
8,624
-693
| -7% | -$72.4K | 0.23% | 83 |
|
|
2022
Q2 | $1.05M | Buy |
9,317
+897
| +11% | +$101K | 0.25% | 71 |
|
|
2022
Q1 | $1.15M | Buy |
8,420
+830
| +11% | +$113K | 0.23% | 90 |
|
|
2021
Q4 | $1.2M | Buy |
7,590
+522
| +7% | +$82.7K | 0.23% | 91 |
|
|
2021
Q3 | $1.16M | Buy |
7,068
+92
| +1% | +$15.1K | 0.24% | 91 |
|
|
2021
Q2 | $1.09M | Sell |
6,976
-251
| -3% | -$39K | 0.22% | 86 |
|
|
2021
Q1 | $1.1M | Buy |
7,227
+246
| +4% | +$37.4K | 0.24% | 80 |
|
|
2020
Q4 | $887K | Buy |
6,981
+36
| +0.5% | +$4.57K | 0.22% | 98 |
|
|
2020
Q3 | $1K | Buy |
6,945
+99
| +1% | +$14 | 0.33% | 92 |
|
|
2020
Q2 | $644K | Sell |
6,846
-155
| -2% | -$14.6K | 0.19% | 103 |
|
|
2020
Q1 | $630K | Sell |
7,001
-6
| -0.1% | -$540 | 0.23% | 99 |
|
|
2019
Q4 | $977K | Sell |
7,007
-26
| -0.4% | -$3.63K | 0.28% | 76 |
|
|
2019
Q3 | $828K | Buy |
+7,033
| New | +$828K | 0.33% | 74 |
|