Taylor Financial 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 | $1.22M | Hold |
4,192
| – | – | 0.76% | 31 |
|
|
2025
Q1 | $1.03M | Buy |
4,192
+151
| +4% | +$37K | 0.72% | 33 |
|
|
2024
Q4 | $969K | Hold |
4,041
| – | – | 0.67% | 34 |
|
|
2024
Q3 | $852K | Hold |
4,041
| – | – | 0.59% | 41 |
|
|
2024
Q2 | $817K | Hold |
4,041
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $809K | Sell |
4,041
-190
| -4% | -$38.1K | 0.62% | 41 |
|
|
2023
Q4 | $720K | Buy |
+4,231
| New | +$720K | 0.59% | 45 |
|