Seven Mile Advisory’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 | $2.42M | Sell |
8,360
-77
| -0.9% | -$22.3K | 1.46% | 12 |
|
|
2025
Q1 | $2.07M | Sell |
8,437
-131
| -2% | -$32.1K | 1.38% | 14 |
|
|
2024
Q4 | $2.05M | Buy |
8,568
+150
| +2% | +$36K | 1.31% | 14 |
|
|
2024
Q3 | $1.77M | Buy |
8,418
+1,429
| +20% | +$301K | 1.17% | 15 |
|
|
2024
Q2 | $1.41M | Sell |
6,989
-2,076
| -23% | -$420K | 1.04% | 16 |
|
|
2024
Q1 | $1.82M | Buy |
9,065
+71
| +0.8% | +$14.2K | 1.38% | 13 |
|
|
2023
Q4 | $1.53M | Buy |
8,994
+614
| +7% | +$104K | 1.33% | 14 |
|
|
2023
Q3 | $1.22M | Buy |
8,380
+1,884
| +29% | +$273K | 1.28% | 14 |
|
|
2023
Q2 | $945K | Buy |
+6,496
| New | +$945K | 1.1% | 19 |
|