Scarborough 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 | $525K | Sell |
1,810
-46
| -2% | -$13.3K | 0.1% | 56 |
|
|
2025
Q1 | $455K | Buy |
1,856
+544
| +41% | +$133K | 0.06% | 86 |
|
|
2024
Q4 | $314K | Buy |
+1,312
| New | +$314K | 0.04% | 97 |
|
|
2024
Q3 | – | Sell |
-889
| Closed | -$180K | – | 288 |
|
|
2024
Q2 | $180K | Buy |
889
+9
| +1% | +$1.82K | 0.07% | 56 |
|
|
2024
Q1 | $176K | Sell |
880
-16
| -2% | -$3.2K | 0.08% | 50 |
|
|
2023
Q4 | $152K | Buy |
+896
| New | +$152K | 0.03% | 86 |
|