QFA
Quantum Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Hold |
6,253
| – | – | 0.25% | 56 |
|
|
2025
Q1 | $1.53M | Sell |
6,253
-37
| -0.6% | -$9.08K | 0.23% | 58 |
|
|
2024
Q4 | $1.51M | Sell |
6,290
-27
| -0.4% | -$6.47K | 0.23% | 55 |
|
|
2024
Q3 | $1.33M | Buy |
6,317
+336
| +6% | +$70.8K | 0.21% | 59 |
|
|
2024
Q2 | $1.21M | Buy |
5,981
+1
| +0% | +$202 | 0.21% | 58 |
|
|
2024
Q1 | $1.2M | Buy |
5,980
+1,476
| +33% | +$296K | 0.22% | 57 |
|
|
2023
Q4 | $766K | Sell |
4,504
-1,449
| -24% | -$246K | 0.19% | 38 |
|
|
2023
Q3 | $863K | Buy |
5,953
+1,562
| +36% | +$227K | 0.25% | 31 |
|
|
2023
Q2 | $639K | Hold |
4,391
| – | – | 0.19% | 34 |
|
|
2023
Q1 | $572K | Buy |
4,391
+37
| +0.8% | +$4.82K | 0.18% | 36 |
|
|
2022
Q4 | $584K | Buy |
4,354
+51
| +1% | +$6.84K | 0.26% | 29 |
|
|
2022
Q3 | $450K | Hold |
4,303
| – | – | 0.2% | 36 |
|
|
2022
Q2 | $509K | Buy |
+4,303
| New | +$509K | 0.19% | 38 |
|