Petix & Botte Financial’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 | $468K | Hold |
1,616
| – | – | 0.12% | 90 |
|
|
2025
Q1 | $396K | Hold |
1,616
| – | – | 0.1% | 94 |
|
|
2024
Q4 | $387K | Hold |
1,616
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $341K | Hold |
1,616
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $327K | Buy |
+1,616
| New | +$327K | 0.09% | 89 |
|
|
2024
Q1 | – | Sell |
-1,616
| Closed | -$275K | – | 151 |
|
|
2023
Q4 | $275K | Hold |
1,616
| – | – | 0.08% | 101 |
|
|
2023
Q3 | $234K | Buy |
+1,616
| New | +$234K | 0.07% | 107 |
|
|
2022
Q2 | – | Sell |
-2,014
| Closed | -$275K | – | 93 |
|
|
2022
Q1 | $275K | Buy |
+2,014
| New | +$275K | 0.08% | 93 |
|
|
2021
Q4 | – | Sell |
-2,014
| Closed | -$329K | – | 96 |
|
|
2021
Q3 | $329K | Buy |
+2,014
| New | +$329K | 0.11% | 80 |
|