Sprinkle Financial Consultants’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 | $642K | Sell |
2,216
-77
| -3% | -$22.3K | 0.39% | 49 |
|
2025
Q1 | $563K | Buy |
2,293
+201
| +10% | +$49.3K | 0.36% | 49 |
|
2024
Q4 | $501K | Buy |
2,092
+3
| +0.1% | +$719 | 0.34% | 46 |
|
2024
Q3 | $441K | Buy |
2,089
+2
| +0.1% | +$422 | 0.31% | 49 |
|
2024
Q2 | $422K | Buy |
2,087
+2
| +0.1% | +$405 | 0.33% | 49 |
|
2024
Q1 | $418K | Buy |
2,085
+3
| +0.1% | +$601 | 0.36% | 46 |
|
2023
Q4 | $354K | Buy |
+2,082
| New | +$354K | 0.36% | 45 |
|