Secured Retirement 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 | $2.19M | Sell |
7,554
-255
| -3% | -$73.9K | 1.31% | 18 |
|
|
2025
Q1 | $1.92M | Sell |
7,809
-1,858
| -19% | -$456K | 1.23% | 17 |
|
|
2024
Q4 | $2.32M | Sell |
9,667
-726
| -7% | -$174K | 1.33% | 15 |
|
|
2024
Q3 | $2.19M | Buy |
10,393
+290
| +3% | +$61.1K | 1.58% | 17 |
|
|
2024
Q2 | $2.04M | Buy |
10,103
+809
| +9% | +$164K | 1.59% | 21 |
|
|
2024
Q1 | $1.86M | Buy |
9,294
+231
| +3% | +$46.3K | 1.58% | 17 |
|
|
2023
Q4 | $1.54M | Buy |
+9,063
| New | +$1.54M | 1.48% | 23 |
|