Trek 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 | $1.42M | Buy |
4,891
+122
| +3% | +$35.4K | 0.1% | 177 |
|
|
2025
Q1 | $1.17M | Buy |
4,769
+506
| +12% | +$124K | 0.08% | 171 |
|
|
2024
Q4 | $1.02M | Sell |
4,263
-57
| -1% | -$13.7K | 0.08% | 190 |
|
|
2024
Q3 | $911K | Sell |
4,320
-526
| -11% | -$111K | 0.07% | 182 |
|
|
2024
Q2 | $980K | Buy |
4,846
+557
| +13% | +$113K | 0.08% | 166 |
|
|
2024
Q1 | $859K | Sell |
4,289
-66
| -2% | -$13.2K | 0.07% | 175 |
|
|
2023
Q4 | $741K | Buy |
4,355
+1,139
| +35% | +$194K | 0.06% | 145 |
|
|
2023
Q3 | $466K | Sell |
3,216
-214
| -6% | -$31K | 0.04% | 185 |
|
|
2023
Q2 | $499K | Sell |
3,430
-178
| -5% | -$25.9K | 0.04% | 166 |
|
|
2023
Q1 | $470K | Sell |
3,608
-238
| -6% | -$31K | 0.04% | 168 |
|
|
2022
Q4 | $516K | Buy |
3,846
+224
| +6% | +$30K | 0.05% | 145 |
|
|
2022
Q3 | $378K | Buy |
3,622
+311
| +9% | +$32.5K | 0.04% | 147 |
|
|
2022
Q2 | $373K | Buy |
3,311
+201
| +6% | +$22.6K | 0.04% | 158 |
|
|
2022
Q1 | $424K | Buy |
3,110
+120
| +4% | +$16.4K | 0.04% | 153 |
|
|
2021
Q4 | $473K | Buy |
2,990
+132
| +5% | +$20.9K | 0.04% | 128 |
|
|
2021
Q3 | $468K | Sell |
2,858
-460
| -14% | -$75.3K | 0.05% | 117 |
|
|
2021
Q2 | $516K | Buy |
3,318
+417
| +14% | +$64.9K | 0.06% | 108 |
|
|
2021
Q1 | $442K | Sell |
2,901
-839
| -22% | -$128K | 0.05% | 107 |
|
|
2020
Q4 | $475K | Buy |
3,740
+90
| +2% | +$11.4K | 0.06% | 97 |
|
|
2020
Q3 | $351K | Buy |
3,650
+54
| +2% | +$5.19K | 0.05% | 107 |
|
|
2020
Q2 | $338K | Sell |
3,596
-67
| -2% | -$6.3K | 0.05% | 103 |
|
|
2020
Q1 | $330K | Sell |
3,663
-29
| -0.8% | -$2.61K | 0.08% | 67 |
|
|
2019
Q4 | $515K | Buy |
3,692
+115
| +3% | +$16K | 0.09% | 62 |
|
|
2019
Q3 | $421K | Sell |
3,577
-287
| -7% | -$33.8K | 0.06% | 88 |
|
|
2019
Q2 | $432K | Buy |
3,864
+11
| +0.3% | +$1.23K | 0.07% | 88 |
|
|
2019
Q1 | $390K | Hold |
3,853
| – | – | 0.07% | 78 |
|
|
2018
Q4 | $376K | Buy |
+3,853
| New | +$376K | 0.07% | 67 |
|