Pring Turner 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 | $378K | Hold |
1,305
| – | – | 0.24% | 47 |
|
2025
Q1 | $320K | Hold |
1,305
| – | – | 0.2% | 51 |
|
2024
Q4 | $313K | Sell |
1,305
-20
| -2% | -$4.8K | 0.21% | 51 |
|
2024
Q3 | $279K | Sell |
1,325
-115
| -8% | -$24.3K | 0.18% | 57 |
|
2024
Q2 | $291K | Buy |
1,440
+432
| +43% | +$87.4K | 0.2% | 54 |
|
2024
Q1 | $202K | Buy |
+1,008
| New | +$202K | 0.15% | 67 |
|