Tobias Financial Advisors’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 | $601K | Buy |
2,073
+631
| +44% | +$183K | 0.1% | 80 |
|
|
2025
Q1 | $354K | Hold |
1,442
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $346K | Buy |
1,442
+161
| +13% | +$38.6K | 0.07% | 81 |
|
|
2024
Q3 | $270K | Buy |
1,281
+100
| +8% | +$21.1K | 0.05% | 87 |
|
|
2024
Q2 | $239K | Buy |
+1,181
| New | +$239K | 0.05% | 91 |
|
|
2020
Q1 | – | Sell |
-83
| Closed | -$11K | – | 170 |
|
|
2019
Q4 | $11K | Buy |
+83
| New | +$11K | 0.01% | 183 |
|