Slagle Financial’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 | $6.54M | Buy |
22,550
+615
| +3% | +$178K | 2.63% | 5 |
|
|
2025
Q1 | $5.38M | Buy |
21,935
+492
| +2% | +$121K | 2.39% | 10 |
|
|
2024
Q4 | $5.14M | Buy |
21,443
+1,252
| +6% | +$300K | 2.31% | 8 |
|
|
2024
Q3 | $4.26M | Buy |
20,191
+1,699
| +9% | +$358K | 1.89% | 14 |
|
|
2024
Q2 | $3.74M | Buy |
18,492
+767
| +4% | +$155K | 1.92% | 12 |
|
|
2024
Q1 | $3.55M | Sell |
17,725
-32,453
| -65% | -$6.5M | 1.93% | 11 |
|
|
2023
Q4 | $4.27M | Buy |
50,178
+24,608
| +96% | +$2.1M | 2.45% | 6 |
|
|
2023
Q3 | $3.71M | Buy |
25,570
+1,256
| +5% | +$182K | 2.27% | 8 |
|
|
2023
Q2 | $3.54M | Buy |
+24,314
| New | +$3.54M | 2.2% | 8 |
|