Valued Retirements’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 | $382K | Sell |
1,319
-57
| -4% | -$16.5K | 0.43% | 58 |
|
|
2025
Q1 | $338K | Buy |
1,376
+85
| +7% | +$20.9K | 0.44% | 55 |
|
|
2024
Q4 | $310K | Hold |
1,291
| – | – | 0.42% | 54 |
|
|
2024
Q3 | $272K | Buy |
1,291
+95
| +8% | +$20K | 0.38% | 60 |
|
|
2024
Q2 | $242K | Hold |
1,196
| – | – | 0.37% | 57 |
|
|
2024
Q1 | $240K | Hold |
1,196
| – | – | 0.38% | 58 |
|
|
2023
Q4 | $203K | Buy |
+1,196
| New | +$203K | 0.35% | 64 |
|