Second Half Financial Partners’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 | $1.24M | Sell |
4,265
-338
| -7% | -$98K | 0.58% | 25 |
|
|
2025
Q1 | $1.13M | Sell |
4,603
-8,643
| -65% | -$2.12M | 0.56% | 27 |
|
|
2024
Q4 | $3.18M | Sell |
13,246
-303
| -2% | -$72.6K | 1.55% | 13 |
|
|
2024
Q3 | $2.86M | Sell |
13,549
-6,634
| -33% | -$1.4M | 1.51% | 25 |
|
|
2024
Q2 | $4.08M | Sell |
20,183
-625
| -3% | -$126K | 3.27% | 11 |
|
|
2024
Q1 | $4.17M | Sell |
20,808
-319
| -2% | -$63.9K | 1.85% | 20 |
|
|
2023
Q4 | $3.59M | Sell |
21,127
-176
| -0.8% | -$29.9K | 1.77% | 14 |
|
|
2023
Q3 | $3.09M | Sell |
21,303
-5,281
| -20% | -$766K | 1.54% | 15 |
|
|
2023
Q2 | $3.87M | Buy |
26,584
+23,748
| +837% | +$3.45M | 0.88% | 32 |
|
|
2023
Q1 | $370K | Sell |
2,836
-273
| -9% | -$35.6K | 0.22% | 26 |
|
|
2022
Q4 | $435K | Sell |
3,109
-138
| -4% | -$19.3K | 0.28% | 27 |
|
|
2022
Q3 | $339K | Buy |
3,247
+321
| +11% | +$33.5K | 0.42% | 25 |
|
|
2022
Q2 | $445K | Hold |
2,926
| – | – | 0.34% | 47 |
|
|
2022
Q1 | $445K | Buy |
+2,926
| New | +$445K | 0.34% | 47 |
|