Zhang 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 | $5.64M | Buy |
19,442
+6
| +0% | +$1.74K | 0.26% | 52 |
|
|
2025
Q1 | $4.77M | Buy |
19,436
+7,067
| +57% | +$1.73M | 0.25% | 54 |
|
|
2024
Q4 | $2.96M | Buy |
12,369
+1,622
| +15% | +$389K | 0.17% | 74 |
|
|
2024
Q3 | $2.27M | Sell |
10,747
-643
| -6% | -$136K | 0.14% | 84 |
|
|
2024
Q2 | $2.3M | Buy |
11,390
+293
| +3% | +$59.3K | 0.16% | 81 |
|
|
2024
Q1 | $2.22M | Buy |
11,097
+362
| +3% | +$72.5K | 0.16% | 78 |
|
|
2023
Q4 | $1.83M | Buy |
10,735
+1,301
| +14% | +$221K | 0.16% | 81 |
|
|
2023
Q3 | $1.37M | Buy |
9,434
+70
| +0.7% | +$10.2K | 0.14% | 91 |
|
|
2023
Q2 | $1.37M | Buy |
9,364
+1,452
| +18% | +$213K | 0.14% | 87 |
|
|
2023
Q1 | $1.03M | Sell |
7,912
-1,150
| -13% | -$150K | 0.12% | 109 |
|
|
2022
Q4 | $1.22M | Buy |
9,062
+5,657
| +166% | +$759K | 0.16% | 83 |
|
|
2022
Q3 | $356K | Sell |
3,405
-1,381
| -29% | -$144K | 0.05% | 158 |
|
|
2022
Q2 | $539K | Buy |
4,786
+411
| +9% | +$46.3K | 0.09% | 125 |
|
|
2022
Q1 | $596K | Buy |
4,375
+1,222
| +39% | +$166K | 0.1% | 119 |
|
|
2021
Q4 | $500K | Buy |
3,153
+217
| +7% | +$34.4K | 0.09% | 121 |
|
|
2021
Q3 | $481K | Buy |
2,936
+1,280
| +77% | +$210K | 0.11% | 98 |
|
|
2021
Q2 | $258K | Buy |
+1,656
| New | +$258K | 0.06% | 119 |
|
|
2020
Q1 | – | Sell |
-1,938
| Closed | -$270K | – | 100 |
|
|
2019
Q4 | $270K | Buy |
+1,938
| New | +$270K | 0.1% | 81 |
|
|
2019
Q3 | – | Sell |
-8,153
| Closed | -$912K | – | 90 |
|
|
2019
Q2 | $912K | Buy |
+8,153
| New | +$912K | 0.38% | 36 |
|