Sharp Financial Services’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 | $493K | Sell |
1,702
-80
| -4% | -$23.2K | 0.32% | 44 |
|
|
2025
Q1 | $437K | Buy |
1,782
+252
| +16% | +$61.8K | 0.33% | 41 |
|
|
2024
Q4 | $367K | Sell |
1,530
-154
| -9% | -$36.9K | 0.28% | 54 |
|
|
2024
Q3 | $355K | Buy |
1,684
+140
| +9% | +$29.5K | 0.27% | 63 |
|
|
2024
Q2 | $312K | Buy |
1,544
+450
| +41% | +$91K | 0.27% | 69 |
|
|
2024
Q1 | $219K | Buy |
+1,094
| New | +$219K | 0.2% | 84 |
|