SWP Financial’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 | $292K | Hold |
1,007
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $247K | Sell |
1,007
-52
| -5% | -$12.8K | 0.15% | 59 |
|
|
2024
Q4 | $254K | Hold |
1,059
| – | – | 0.15% | 61 |
|
|
2024
Q3 | $223K | Buy |
1,059
+29
| +3% | +$6.12K | 0.14% | 49 |
|
|
2024
Q2 | $208K | Sell |
1,030
-12
| -1% | -$2.43K | 0.14% | 49 |
|
|
2024
Q1 | $209K | Buy |
+1,042
| New | +$209K | 0.15% | 47 |
|