Schubert & Co’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 | $443K | Buy |
1,527
+315
| +26% | +$91.3K | 0.31% | 40 |
|
|
2025
Q1 | $297K | Buy |
1,212
+310
| +34% | +$76K | 0.2% | 50 |
|
|
2024
Q4 | $216K | Buy |
+902
| New | +$216K | 0.15% | 57 |
|
|
2023
Q2 | – | Sell |
-786
| Closed | -$102K | – | 787 |
|
|
2023
Q1 | $102K | Sell |
786
-26
| -3% | -$3.39K | 0.09% | 47 |
|
|
2022
Q4 | $109K | Buy |
812
+41
| +5% | +$5.5K | 0.1% | 44 |
|
|
2022
Q3 | $81K | Buy |
771
+26
| +3% | +$2.73K | 0.08% | 50 |
|
|
2022
Q2 | $84K | Buy |
745
+112
| +18% | +$12.6K | 0.08% | 51 |
|
|
2022
Q1 | $86K | Sell |
633
-617
| -49% | -$83.8K | 0.09% | 39 |
|
|
2021
Q4 | $198K | Buy |
+1,250
| New | +$198K | 0.2% | 26 |
|