Valtinson Bruner 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 | $432K | Buy |
1,489
+75
| +5% | +$21.8K | 0.14% | 85 |
|
|
2025
Q1 | $347K | Sell |
1,414
-66
| -4% | -$16.2K | 0.12% | 94 |
|
|
2024
Q4 | $355K | Buy |
1,480
+46
| +3% | +$11K | 0.12% | 100 |
|
|
2024
Q3 | $302K | Buy |
1,434
+111
| +8% | +$23.4K | 0.11% | 107 |
|
|
2024
Q2 | $267K | Buy |
1,323
+15
| +1% | +$3.03K | 0.11% | 105 |
|
|
2024
Q1 | $262K | Buy |
1,308
+1
| +0.1% | +$200 | 0.11% | 101 |
|
|
2023
Q4 | $222K | Sell |
1,307
-236
| -15% | -$40.1K | 0.11% | 106 |
|
|
2023
Q3 | $224K | Buy |
1,543
+1
| +0.1% | +$145 | 0.12% | 107 |
|
|
2023
Q2 | $224K | Buy |
+1,542
| New | +$224K | 0.12% | 105 |
|
|
2023
Q1 | – | Sell |
-1,499
| Closed | -$205K | – | 112 |
|
|
2022
Q4 | $205K | Buy |
+1,499
| New | +$205K | 0.12% | 113 |
|
|
2022
Q1 | – | Sell |
-1,413
| Closed | -$224K | – | 101 |
|
|
2021
Q4 | $224K | Buy |
1,413
+1
| +0.1% | +$159 | 0.12% | 86 |
|
|
2021
Q3 | $241K | Sell |
1,412
-58
| -4% | -$9.9K | 0.13% | 80 |
|
|
2021
Q2 | $223K | Buy |
1,470
+1
| +0.1% | +$152 | 0.13% | 77 |
|
|
2021
Q1 | $224K | Sell |
1,469
-12
| -0.8% | -$1.83K | 0.13% | 76 |
|
|
2020
Q4 | $201K | Buy |
+1,481
| New | +$201K | 0.13% | 74 |
|