Pure Financial 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 | $13.9M | Buy |
48,068
+28,662
| +148% | +$8.31M | 0.25% | 60 |
|
|
2025
Q1 | $4.76M | Sell |
19,406
-246
| -1% | -$60.3K | 0.1% | 84 |
|
|
2024
Q4 | $4.71M | Sell |
19,652
-66
| -0.3% | -$15.8K | 0.11% | 79 |
|
|
2024
Q3 | $4.16M | Sell |
19,718
-1,400
| -7% | -$295K | 0.1% | 81 |
|
|
2024
Q2 | $4.27M | Buy |
21,118
+909
| +4% | +$184K | 0.12% | 80 |
|
|
2024
Q1 | $4.05M | Sell |
20,209
-6,528
| -24% | -$1.31M | 0.13% | 81 |
|
|
2023
Q4 | $4.55M | Buy |
26,737
+20,821
| +352% | +$3.54M | 0.16% | 75 |
|
|
2023
Q3 | $858K | Buy |
5,916
+1,413
| +31% | +$205K | 0.04% | 135 |
|
|
2023
Q2 | $655K | Buy |
4,503
+93
| +2% | +$13.5K | 0.03% | 145 |
|
|
2023
Q1 | $575K | Buy |
4,410
+797
| +22% | +$104K | 0.03% | 154 |
|
|
2022
Q4 | $485K | Buy |
3,613
+1,203
| +50% | +$161K | 0.03% | 159 |
|
|
2022
Q3 | $252K | Buy |
2,410
+6
| +0.2% | +$627 | 0.01% | 197 |
|
|
2022
Q2 | $271K | Sell |
2,404
-344
| -13% | -$38.8K | 0.02% | 204 |
|
|
2022
Q1 | $375K | Sell |
2,748
-110
| -4% | -$15K | 0.02% | 166 |
|
|
2021
Q4 | $452K | Sell |
2,858
-78
| -3% | -$12.3K | 0.02% | 140 |
|
|
2021
Q3 | $481K | Buy |
2,936
+314
| +12% | +$51.4K | 0.04% | 128 |
|
|
2021
Q2 | $408K | Sell |
2,622
-74
| -3% | -$11.5K | 0.03% | 135 |
|
|
2021
Q1 | $410K | Buy |
2,696
+20
| +0.7% | +$3.04K | 0.04% | 130 |
|
|
2020
Q4 | $340K | Buy |
2,676
+387
| +17% | +$49.2K | 0.04% | 133 |
|
|
2020
Q3 | $220K | Hold |
2,289
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $215K | Sell |
2,289
-41
| -2% | -$3.85K | 0.03% | 132 |
|
|
2020
Q1 | $210K | Sell |
2,330
-231
| -9% | -$20.8K | 0.04% | 126 |
|
|
2019
Q4 | $357K | Buy |
2,561
+149
| +6% | +$20.8K | 0.06% | 106 |
|
|
2019
Q3 | $284K | Buy |
2,412
+2
| +0.1% | +$235 | 0.05% | 114 |
|
|
2019
Q2 | $269K | Hold |
2,410
| – | – | 0.05% | 118 |
|
|
2019
Q1 | $244K | Buy |
2,410
+31
| +1% | +$3.14K | 0.05% | 123 |
|
|
2018
Q4 | $232K | Sell |
2,379
-599
| -20% | -$58.4K | 0.05% | 130 |
|
|
2018
Q3 | $336K | Buy |
+2,978
| New | +$336K | 0.07% | 112 |
|
|
2015
Q3 | – | Sell |
-3,972
| Closed | -$269K | – | 70 |
|
|
2015
Q2 | $269K | Sell |
3,972
-508
| -11% | -$34.4K | 0.13% | 58 |
|
|
2015
Q1 | $271K | Buy |
+4,480
| New | +$271K | 0.09% | 50 |
|