Plum Street Advisors’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 | $731K | Buy |
2,522
+89
| +4% | +$25.8K | 0.32% | 54 |
|
|
2025
Q1 | $597K | Hold |
2,433
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $583K | Buy |
2,433
+186
| +8% | +$44.6K | 0.29% | 57 |
|
|
2024
Q3 | $474K | Buy |
+2,247
| New | +$474K | 0.24% | 61 |
|
|
2024
Q2 | – | Sell |
-2,247
| Closed | -$474K | – | 78 |
|
|
2024
Q1 | $474K | Buy |
+2,247
| New | +$474K | 0.24% | 61 |
|