Swisher 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 | $764K | Sell |
2,634
-101
| -4% | -$29.3K | 0.49% | 36 |
|
|
2025
Q1 | $671K | Buy |
2,735
+627
| +30% | +$154K | 0.55% | 31 |
|
|
2024
Q4 | $505K | Sell |
2,108
-625
| -23% | -$150K | 0.6% | 32 |
|
|
2024
Q3 | $562K | Sell |
2,733
-2,348
| -46% | -$483K | 0.35% | 50 |
|
|
2024
Q2 | $1.06M | Sell |
5,081
-501
| -9% | -$105K | 1.08% | 15 |
|
|
2024
Q1 | $1.09M | Sell |
5,582
-1,031
| -16% | -$201K | 0.95% | 18 |
|
|
2023
Q4 | $1.11M | Buy |
+6,613
| New | +$1.11M | 1.06% | 20 |
|