Sweeney & Michel’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 | $5.18M | Sell |
18,050
-186
| -1% | -$53.4K | 1.84% | 17 |
|
|
2025
Q1 | $3.95M | Buy |
+18,236
| New | +$3.95M | 1.73% | 18 |
|
|
2024
Q3 | $4.46M | Sell |
19,810
-1,352
| -6% | -$305K | 1.76% | 17 |
|
|
2024
Q2 | $4.39M | Sell |
21,162
-274
| -1% | -$56.9K | 1.87% | 16 |
|
|
2024
Q1 | $4.32M | Buy |
+21,436
| New | +$4.32M | 1.91% | 17 |
|
|
2023
Q3 | $3.12M | Sell |
21,530
-1,075
| -5% | -$156K | 1.63% | 18 |
|
|
2023
Q2 | $3.52M | Sell |
22,605
-319
| -1% | -$49.7K | 1.81% | 14 |
|
|
2023
Q1 | $3.19M | Buy |
+22,924
| New | +$3.19M | 1.7% | 15 |
|