Whelan 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 | $1.01M | Buy |
3,476
+8
| +0.2% | +$2.32K | 0.36% | 25 |
|
|
2025
Q1 | $851K | Buy |
3,468
+192
| +6% | +$47.1K | 0.33% | 23 |
|
|
2024
Q4 | $785K | Buy |
3,276
+7
| +0.2% | +$1.68K | 0.31% | 21 |
|
|
2024
Q3 | $689K | Buy |
3,269
+70
| +2% | +$14.8K | 0.28% | 20 |
|
|
2024
Q2 | $647K | Buy |
3,199
+97
| +3% | +$19.6K | 0.29% | 20 |
|
|
2024
Q1 | $621K | Buy |
3,102
+410
| +15% | +$82.1K | 0.28% | 20 |
|
|
2023
Q4 | $458K | Sell |
2,692
-70
| -3% | -$11.9K | 0.21% | 24 |
|
|
2023
Q3 | $401K | Buy |
2,762
+265
| +11% | +$38.4K | 0.21% | 24 |
|
|
2023
Q2 | $363K | Buy |
2,497
+104
| +4% | +$15.1K | 0.19% | 23 |
|
|
2023
Q1 | $312K | Buy |
2,393
+4
| +0.2% | +$521 | 0.17% | 25 |
|
|
2022
Q4 | $320K | Buy |
2,389
+4
| +0.2% | +$536 | 0.19% | 22 |
|
|
2022
Q3 | $249K | Buy |
+2,385
| New | +$249K | 0.17% | 22 |
|