Strategic Family Wealth Counselors’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 | $1.64M | Buy |
5,653
+61
| +1% | +$17.7K | 0.47% | 50 |
|
|
2025
Q1 | $1.37M | Buy |
5,592
+219
| +4% | +$53.7K | 0.45% | 51 |
|
|
2024
Q4 | $1.29M | Buy |
5,373
+529
| +11% | +$127K | 0.42% | 53 |
|
|
2024
Q3 | $1.02M | Buy |
4,844
+1,241
| +34% | +$262K | 0.36% | 54 |
|
|
2024
Q2 | $729K | Buy |
3,603
+47
| +1% | +$9.51K | 0.28% | 58 |
|
|
2024
Q1 | $712K | Buy |
3,556
+10
| +0.3% | +$2K | 0.28% | 55 |
|
|
2023
Q4 | $603K | Buy |
3,546
+11
| +0.3% | +$1.87K | 0.25% | 58 |
|
|
2023
Q3 | $513K | Sell |
3,535
-15
| -0.4% | -$2.18K | 0.25% | 55 |
|
|
2023
Q2 | $516K | Buy |
3,550
+624
| +21% | +$90.8K | 0.24% | 55 |
|
|
2023
Q1 | $381K | Buy |
2,926
+11
| +0.4% | +$1.43K | 0.18% | 64 |
|
|
2022
Q4 | $391K | Buy |
2,915
+110
| +4% | +$14.8K | 0.19% | 64 |
|
|
2022
Q3 | $293K | Buy |
2,805
+120
| +4% | +$12.5K | 0.14% | 67 |
|
|
2022
Q2 | $302K | Buy |
2,685
+85
| +3% | +$9.56K | 0.14% | 66 |
|
|
2022
Q1 | $354K | Hold |
2,600
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $412K | Hold |
2,600
| – | – | 0.13% | 68 |
|
|
2021
Q3 | $426K | Buy |
2,600
+1,000
| +63% | +$164K | 0.15% | 57 |
|
|
2021
Q2 | $249K | Hold |
1,600
| – | – | 0.08% | 72 |
|
|
2021
Q1 | $244K | Buy |
+1,600
| New | +$244K | 0.09% | 72 |
|
|
2020
Q3 | – | Sell |
-2,126
| Closed | -$200K | – | 76 |
|
|
2020
Q2 | $200K | Buy |
+2,126
| New | +$200K | 0.13% | 72 |
|
|
2020
Q1 | – | Sell |
-2,260
| Closed | -$315K | – | 78 |
|
|
2019
Q4 | $315K | Buy |
2,260
+5
| +0.2% | +$697 | 0.25% | 49 |
|
|
2019
Q3 | $265K | Buy |
2,255
+5
| +0.2% | +$588 | 0.2% | 55 |
|
|
2019
Q2 | $251K | Buy |
2,250
+6
| +0.3% | +$669 | 0.19% | 56 |
|
|
2019
Q1 | $227K | Buy |
2,244
+6
| +0.3% | +$607 | 0.18% | 57 |
|
|
2018
Q4 | $219K | Buy |
+2,238
| New | +$219K | 0.25% | 55 |
|