Resurgent 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 | $5.8M | Buy |
20,015
+493
| +3% | +$143K | 3.19% | 3 |
|
|
2025
Q1 | $4.79M | Sell |
19,522
-396
| -2% | -$97.1K | 2.88% | 4 |
|
|
2024
Q4 | $4.77M | Sell |
19,918
-617
| -3% | -$148K | 2.81% | 4 |
|
|
2024
Q3 | $4.33M | Buy |
20,535
+210
| +1% | +$44.3K | 2.53% | 4 |
|
|
2024
Q2 | $4.11M | Sell |
20,325
-706
| -3% | -$143K | 2.56% | 4 |
|
|
2024
Q1 | $4.21M | Buy |
21,031
+22
| +0.1% | +$4.41K | 2.24% | 7 |
|
|
2023
Q4 | $3.57M | Sell |
21,009
-69
| -0.3% | -$11.7K | 2.19% | 4 |
|
|
2023
Q3 | $3.06M | Buy |
21,078
+259
| +1% | +$37.6K | 2.08% | 4 |
|
|
2023
Q2 | $3.03M | Buy |
20,819
+342
| +2% | +$49.7K | 2% | 5 |
|
|
2023
Q1 | $2.67M | Sell |
20,477
-2,461
| -11% | -$321K | 1.78% | 9 |
|
|
2022
Q4 | $3.08M | Buy |
22,938
+472
| +2% | +$63.3K | 1.62% | 7 |
|
|
2022
Q3 | $2.35M | Buy |
22,466
+1,971
| +10% | +$206K | 1.57% | 9 |
|
|
2022
Q2 | $2.31M | Buy |
20,495
+1,352
| +7% | +$152K | 1.48% | 12 |
|
|
2022
Q1 | $2.61M | Buy |
19,143
+3,036
| +19% | +$414K | 1.62% | 9 |
|
|
2021
Q4 | $2.55M | Buy |
+16,107
| New | +$2.55M | 2.03% | 8 |
|