Strategic Financial Concepts’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 | $860K | Buy |
3,143
+793
| +34% | +$217K | 0.12% | 98 |
|
|
2025
Q1 | $554K | Buy |
2,350
+64
| +3% | +$15.1K | 0.1% | 182 |
|
|
2024
Q4 | $548K | Buy |
2,286
+1,248
| +120% | +$299K | 0.11% | 172 |
|
|
2024
Q3 | $219K | Sell |
1,038
-189,911
| -99% | -$40.1M | 0.07% | 224 |
|
|
2024
Q2 | $349K | Buy |
190,949
+188,987
| +9,632% | +$346K | 0.2% | 98 |
|
|
2024
Q1 | $393K | Buy |
+1,962
| New | +$393K | 0.09% | 191 |
|
|
2023
Q4 | – | Sell |
-2,193
| Closed | -$318K | – | 208 |
|
|
2023
Q3 | $318K | Buy |
2,193
+185
| +9% | +$26.8K | 0.11% | 168 |
|
|
2023
Q2 | $292K | Buy |
2,008
+186
| +10% | +$27K | 0.11% | 176 |
|
|
2023
Q1 | $237K | Buy |
+1,822
| New | +$237K | 0.1% | 191 |
|