STAR Financial Bank’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 | $1.56M | Sell |
5,366
-220
| -4% | -$63.8K | 0.99% | 35 |
|
2025
Q1 | $1.37M | Sell |
5,586
-84
| -1% | -$20.6K | 1% | 29 |
|
2024
Q4 | $1.36M | Sell |
5,670
-362
| -6% | -$86.8K | 0.98% | 27 |
|
2024
Q3 | $1.27M | Sell |
6,032
-1,039
| -15% | -$219K | 0.86% | 33 |
|
2024
Q2 | $1.43M | Sell |
7,071
-1,130
| -14% | -$229K | 1.1% | 22 |
|
2024
Q1 | $1.64M | Sell |
8,201
-289
| -3% | -$57.9K | 1.4% | 17 |
|
2023
Q4 | $1.44M | Sell |
8,490
-56
| -0.7% | -$9.53K | 1.31% | 21 |
|
2023
Q3 | $1.24M | Sell |
8,546
-752
| -8% | -$109K | 1.27% | 22 |
|
2023
Q2 | $1.35M | Buy |
9,298
+80
| +0.9% | +$11.6K | 1.26% | 22 |
|
2023
Q1 | $1.2M | Sell |
9,218
-653
| -7% | -$85.1K | 1.17% | 22 |
|
2022
Q4 | $1.32M | Buy |
+9,871
| New | +$1.32M | 1.31% | 22 |
|