Waller Financial Planning Group’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 | $863K | Sell |
2,976
-267
| -8% | -$77.4K | 0.21% | 39 |
|
|
2025
Q1 | $795K | Buy |
3,243
+390
| +14% | +$95.7K | 0.22% | 40 |
|
|
2024
Q4 | $684K | Sell |
2,853
-46
| -2% | -$11K | 0.17% | 43 |
|
|
2024
Q3 | $611K | Buy |
2,899
+49
| +2% | +$10.3K | 0.15% | 45 |
|
|
2024
Q2 | $577K | Buy |
2,850
+1,071
| +60% | +$217K | 0.15% | 45 |
|
|
2024
Q1 | $356K | Sell |
1,779
-99
| -5% | -$19.8K | 0.1% | 48 |
|
|
2023
Q4 | $319K | Buy |
1,878
+165
| +10% | +$28.1K | 0.08% | 48 |
|
|
2023
Q3 | $248K | Sell |
1,713
-90
| -5% | -$13.1K | 0.07% | 53 |
|
|
2023
Q2 | $262K | Sell |
1,803
-6
| -0.3% | -$873 | 0.07% | 51 |
|
|
2023
Q1 | $236K | Buy |
+1,809
| New | +$236K | 0.07% | 52 |
|
|
2022
Q1 | – | Sell |
-1,365
| Closed | -$216K | – | 53 |
|
|
2021
Q4 | $216K | Hold |
1,365
| – | – | 0.05% | 50 |
|
|
2021
Q3 | $223K | Buy |
+1,365
| New | +$223K | 0.06% | 48 |
|
|
2019
Q4 | – | Sell |
-2,722
| Closed | -$344K | – | 46 |
|
|
2019
Q3 | $344K | Sell |
2,722
-389
| -13% | -$49.2K | 0.18% | 40 |
|
|
2019
Q2 | $355K | Buy |
+3,111
| New | +$355K | 0.2% | 39 |
|