XF
XML Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
44,371
-733
| -2% | -$213K | 1.11% | 19 |
|
|
2025
Q1 | $11.1M | Sell |
45,104
-432
| -0.9% | -$106K | 1.03% | 25 |
|
|
2024
Q4 | $10.9M | Sell |
45,536
-1,709
| -4% | -$410K | 1% | 23 |
|
|
2024
Q3 | $9.96M | Sell |
47,245
-2,019
| -4% | -$426K | 0.92% | 26 |
|
|
2024
Q2 | $9.96M | Sell |
49,264
-1,712
| -3% | -$346K | 1% | 24 |
|
|
2024
Q1 | $10.2M | Sell |
50,976
-8,132
| -14% | -$1.63M | 1.05% | 22 |
|
|
2023
Q4 | $10.1M | Sell |
59,108
-1,115
| -2% | -$190K | 1.06% | 23 |
|
|
2023
Q3 | $8.73M | Buy |
60,223
+251
| +0.4% | +$36.4K | 1.05% | 24 |
|
|
2023
Q2 | $8.72M | Buy |
59,972
+584
| +1% | +$84.9K | 1.01% | 26 |
|
|
2023
Q1 | $7.74M | Sell |
59,388
-823
| -1% | -$107K | 0.94% | 31 |
|
|
2022
Q4 | $8.07M | Buy |
60,211
+1,170
| +2% | +$157K | 1.01% | 27 |
|
|
2022
Q3 | $6.17M | Buy |
59,041
+38,086
| +182% | +$3.98M | 0.86% | 40 |
|
|
2022
Q2 | $2.36M | Sell |
20,955
-30,158
| -59% | -$3.4M | 0.53% | 45 |
|
|
2022
Q1 | $6.97M | Buy |
51,113
+5,408
| +12% | +$737K | 0.83% | 39 |
|
|
2021
Q4 | $7.24M | Buy |
45,705
+129
| +0.3% | +$20.4K | 0.87% | 30 |
|
|
2021
Q3 | $7.46M | Buy |
45,576
+29,395
| +182% | +$4.81M | 1% | 26 |
|
|
2021
Q2 | $2.52M | Sell |
16,181
-471
| -3% | -$73.3K | 0.55% | 46 |
|
|
2021
Q1 | $2.54M | Buy |
16,652
+108
| +0.7% | +$16.4K | 0.62% | 42 |
|
|
2020
Q4 | $2.1M | Sell |
16,544
-546
| -3% | -$69.4K | 0.54% | 47 |
|
|
2020
Q3 | $1.65M | Buy |
17,090
+5,257
| +44% | +$506K | 0.51% | 49 |
|
|
2020
Q2 | $1.11M | Sell |
11,833
-237
| -2% | -$22.3K | 0.39% | 63 |
|
|
2020
Q1 | $1.09M | Sell |
12,070
-978
| -7% | -$88.1K | 0.47% | 56 |
|
|
2019
Q4 | $1.82M | Buy |
+13,048
| New | +$1.82M | 0.66% | 37 |
|