Symphony Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.59M | Buy |
26,197
+2,151
| +9% | +$653K | 1.01% | 28 |
|
|
2025
Q4 | $7.77M | Sell |
24,046
-6,219
| -21% | -$1.93M | 1.04% | 29 |
|
|
2025
Q3 | $9.42M | Buy |
30,265
+3,429
| +13% | +$1.02M | 1.15% | 23 |
|
|
2025
Q2 | $6.86M | Buy |
26,836
+18,115
| +208% | +$4.62M | 0.9% | 31 |
|
|
2025
Q1 | $2.01M | Sell |
8,721
-12,216
| -58% | -$3.11M | 1.19% | 20 |
|
|
2024
Q4 | $5.49M | Sell |
20,937
-154
| -0.7% | -$35.9K | 0.86% | 29 |
|
|
2024
Q3 | $4.43M | Buy |
21,091
+1,262
| +6% | +$266K | 0.73% | 37 |
|
|
2024
Q2 | $4M | Buy |
19,829
+6,717
| +51% | +$1.31M | 0.73% | 38 |
|
|
2024
Q1 | $2.63M | Sell |
13,112
-4,427
| -25% | -$799K | 0.61% | 43 |
|
|
2023
Q4 | $2.96M | Buy |
17,539
+13,767
| +365% | +$2.09M | 0.64% | 39 |
|
|
2023
Q3 | $542K | Buy |
3,772
+619
| +20% | +$92.8K | 0.13% | 106 |
|
|
2023
Q2 | $453K | Buy |
3,153
+214
| +7% | +$29.4K | 0.11% | 123 |
|
|
2023
Q1 | $378K | Buy |
2,939
+86
| +3% | +$11.8K | 0.1% | 163 |
|
|
2022
Q4 | $389K | Buy |
2,853
+533
| +23% | +$67.5K | 0.1% | 155 |
|
|
2022
Q3 | $246K | Sell |
2,320
-233
| -9% | -$26.7K | 0.08% | 171 |
|
|
2022
Q2 | $294K | Sell |
2,553
-181
| -7% | -$22.4K | 0.09% | 158 |
|
|
2022
Q1 | $358K | Buy |
2,734
+975
| +55% | +$144K | 0.08% | 154 |
|
|
2021
Q4 | $285K | Buy |
1,759
+233
| +15% | +$38.3K | 0.08% | 158 |
|
|
2021
Q3 | $253K | Sell |
1,526
-4
| -0.3% | -$627 | 0.09% | 155 |
|
|
2021
Q2 | $238K | Sell |
1,530
-179
| -10% | -$28.1K | 0.08% | 154 |
|
|
2021
Q1 | $261K | Buy |
+1,709
| New | +$246K | 0.07% | 171 |
|
Other funds holding JPM
VCM
VPM
