Strategic Planning Group’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 | $8.99M | Buy |
30,998
+1,400
| +5% | +$406K | 1.46% | 19 |
|
|
2025
Q1 | $7.26M | Sell |
29,598
-647
| -2% | -$159K | 1.42% | 22 |
|
|
2024
Q4 | $7.25M | Buy |
30,245
+814
| +3% | +$195K | 1.33% | 22 |
|
|
2024
Q3 | $6.21M | Buy |
29,431
+1,323
| +5% | +$279K | 1.22% | 26 |
|
|
2024
Q2 | $5.69M | Buy |
28,108
+3,754
| +15% | +$759K | 1.24% | 24 |
|
|
2024
Q1 | $4.88M | Buy |
24,354
+3,233
| +15% | +$648K | 1.22% | 19 |
|
|
2023
Q4 | $3.59M | Buy |
+21,121
| New | +$3.59M | 1.19% | 19 |
|