Planning Alternatives’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 | $740K | Buy |
2,551
+1,575
| +161% | +$457K | 0.1% | 39 |
|
|
2025
Q1 | $239K | Hold |
976
| – | – | 0.04% | 74 |
|
|
2024
Q4 | $234K | Hold |
976
| – | – | 0.04% | 57 |
|
|
2024
Q3 | $206K | Sell |
976
-33
| -3% | -$6.96K | 0.03% | 58 |
|
|
2024
Q2 | $204K | Buy |
+1,009
| New | +$204K | 0.03% | 57 |
|
|
2024
Q1 | – | Sell |
-1,276
| Closed | -$217K | – | 50 |
|
|
2023
Q4 | $217K | Buy |
+1,276
| New | +$217K | 0.04% | 46 |
|