US 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
Q1 | $327K | Buy |
+1,335
| New | +$327K | 0.1% | 71 |
|
|
2022
Q2 | – | Sell |
-2,617
| Closed | -$357K | – | 70 |
|
|
2022
Q1 | $357K | Hold |
2,617
| – | – | 0.17% | 47 |
|
|
2021
Q4 | $414K | Buy |
2,617
+84
| +3% | +$13.3K | 0.19% | 40 |
|
|
2021
Q3 | $415K | Hold |
2,533
| – | – | 0.21% | 36 |
|
|
2021
Q2 | $394K | Hold |
2,533
| – | – | 0.19% | 36 |
|
|
2021
Q1 | $386K | Sell |
2,533
-65
| -3% | -$9.91K | 0.11% | 97 |
|
|
2020
Q4 | $330K | Buy |
+2,598
| New | +$330K | 0.1% | 88 |
|
|
2016
Q2 | – | Sell |
-377
| Closed | -$22K | – | 224 |
|
|
2016
Q1 | $22K | Sell |
377
-792
| -68% | -$46.2K | 0.04% | 155 |
|
|
2015
Q4 | $77K | Buy |
1,169
+503
| +76% | +$33.1K | 0.07% | 111 |
|
|
2015
Q3 | $41K | Buy |
666
+496
| +292% | +$30.5K | 0.07% | 125 |
|
|
2015
Q2 | $12K | Sell |
170
-170
| -50% | -$12K | 0.01% | 224 |
|
|
2015
Q1 | $21K | Hold |
340
| – | – | 0.02% | 181 |
|
|
2014
Q4 | $21K | Buy |
+340
| New | +$21K | 0.02% | 179 |
|