R
Rebalance’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
1,875
-65
| -3% | -$18.8K | 0.04% | 72 |
|
|
2025
Q1 | $476K | Buy |
1,940
+413
| +27% | +$101K | 0.04% | 74 |
|
|
2024
Q4 | $366K | Hold |
1,527
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $322K | Sell |
1,527
-123
| -7% | -$25.9K | 0.02% | 83 |
|
|
2024
Q2 | $334K | Hold |
1,650
| – | – | 0.03% | 73 |
|
|
2024
Q1 | $330K | Hold |
1,650
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $281K | Hold |
1,650
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $239K | Hold |
1,650
| – | – | 0.02% | 72 |
|
|
2023
Q2 | $240K | Hold |
1,650
| – | – | 0.02% | 72 |
|
|
2023
Q1 | $215K | Hold |
1,650
| – | – | 0.02% | 73 |
|
|
2022
Q4 | $221K | Buy |
+1,650
| New | +$221K | 0.02% | 75 |
|