Treasure Coast Financial Planning’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 | $247K | Sell |
853
-97
| -10% | -$28.1K | 0.14% | 35 |
|
|
2025
Q1 | $233K | Hold |
950
| – | – | 0.14% | 37 |
|
|
2024
Q4 | $228K | Hold |
950
| – | – | 0.15% | 34 |
|
|
2024
Q3 | $200K | Buy |
+950
| New | +$200K | 0.12% | 34 |
|
|
2024
Q2 | – | Sell |
-1,114
| Closed | -$223K | – | 35 |
|
|
2024
Q1 | $223K | Buy |
+1,114
| New | +$223K | 0.15% | 32 |
|