Values Added 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 | $758K | Buy |
2,615
+258
| +11% | +$74.8K | 0.37% | 54 |
|
|
2025
Q1 | $578K | Buy |
2,357
+490
| +26% | +$120K | 0.32% | 60 |
|
|
2024
Q4 | $448K | Sell |
1,867
-45
| -2% | -$10.8K | 0.26% | 70 |
|
|
2024
Q3 | $403K | Hold |
1,912
| – | – | 0.25% | 63 |
|
|
2024
Q2 | $387K | Buy |
1,912
+539
| +39% | +$109K | 0.28% | 60 |
|
|
2024
Q1 | $275K | Hold |
1,373
| – | – | 0.21% | 71 |
|
|
2023
Q4 | $234K | Buy |
+1,373
| New | +$234K | 0.19% | 76 |
|