YCG
Yeomans Consulting Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,425
-93
| -6% | -$27K | 0.17% | 57 |
|
|
2025
Q1 | $372K | Buy |
1,518
+52
| +4% | +$12.8K | 0.14% | 43 |
|
|
2024
Q4 | $351K | Sell |
1,466
-48
| -3% | -$11.5K | 0.13% | 65 |
|
|
2024
Q3 | $319K | Sell |
1,514
-205
| -12% | -$43.2K | 0.12% | 71 |
|
|
2024
Q2 | $348K | Buy |
1,719
+200
| +13% | +$40.5K | 0.13% | 62 |
|
|
2024
Q1 | $304K | Buy |
1,519
+30
| +2% | +$6.01K | 0.13% | 60 |
|
|
2023
Q4 | $253K | Buy |
+1,489
| New | +$253K | 0.13% | 59 |
|