ROI 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 | $2.66M | Buy |
9,158
+1,471
| +19% | +$426K | 1.69% | 19 |
|
|
2025
Q1 | $1.89M | Buy |
7,687
+1,030
| +15% | +$253K | 1.37% | 20 |
|
|
2024
Q4 | $1.6M | Buy |
6,657
+430
| +7% | +$103K | 1.09% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
6,227
+591
| +10% | +$125K | 0.91% | 30 |
|
|
2024
Q2 | $1.14M | Buy |
5,636
+362
| +7% | +$73.1K | 0.83% | 30 |
|
|
2024
Q1 | $1.06M | Sell |
5,274
-148
| -3% | -$29.6K | 0.83% | 31 |
|
|
2023
Q4 | $922K | Buy |
+5,422
| New | +$922K | 0.76% | 36 |
|