PFC Capital 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 | $2.31M | Sell |
7,955
-440
| -5% | -$128K | 1.07% | 23 |
|
|
2025
Q1 | $2.06M | Sell |
8,395
-465
| -5% | -$114K | 1.04% | 23 |
|
|
2024
Q4 | $2.12M | Sell |
8,860
-40
| -0.4% | -$9.59K | 1.03% | 22 |
|
|
2024
Q3 | $1.88M | Buy |
8,900
+175
| +2% | +$36.9K | 0.9% | 27 |
|
|
2024
Q2 | $1.76M | Hold |
8,725
| – | – | 0.88% | 26 |
|
|
2024
Q1 | $1.75M | Sell |
8,725
-150
| -2% | -$30K | 0.94% | 29 |
|
|
2023
Q4 | $1.51M | Buy |
+8,875
| New | +$1.51M | 0.9% | 31 |
|