Plan Group 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 | $1.56M | Buy |
5,377
+470
| +10% | +$136K | 0.51% | 67 |
|
|
2025
Q1 | $1.2M | Buy |
4,907
+2,960
| +152% | +$726K | 0.43% | 61 |
|
|
2024
Q4 | $467K | Buy |
1,947
+74
| +4% | +$17.7K | 0.25% | 70 |
|
|
2024
Q3 | $395K | Buy |
1,873
+836
| +81% | +$176K | 0.21% | 74 |
|
|
2024
Q2 | $210K | Buy |
+1,037
| New | +$210K | 0.13% | 89 |
|
|
2023
Q3 | – | Sell |
-3,600
| Closed | -$527K | – | 86 |
|
|
2023
Q2 | $527K | Buy |
+3,600
| New | +$527K | 0.44% | 35 |
|