5th Street Advisors’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 | $1.77M | Sell |
6,111
-961
| -14% | -$279K | 0.88% | 25 |
|
|
2025
Q1 | $1.73M | Buy |
7,072
+1,154
| +19% | +$283K | 0.84% | 26 |
|
|
2024
Q4 | $1.42M | Sell |
5,918
-1,140
| -16% | -$273K | 0.74% | 21 |
|
|
2024
Q3 | $1.49M | Buy |
7,058
+1,140
| +19% | +$240K | 0.72% | 21 |
|
|
2024
Q2 | $1.2M | Hold |
5,918
| – | – | 0.62% | 21 |
|
|
2024
Q1 | $1.19M | Hold |
5,918
| – | – | 0.67% | 21 |
|
|
2023
Q4 | $1.01M | Buy |
5,918
+174
| +3% | +$29.6K | 0.62% | 17 |
|
|
2023
Q3 | $833K | Sell |
5,744
-1,069
| -16% | -$155K | 0.55% | 17 |
|
|
2023
Q2 | $991K | Buy |
6,813
+1,180
| +21% | +$172K | 0.71% | 14 |
|
|
2023
Q1 | $734K | Buy |
5,633
+41
| +0.7% | +$5.34K | 0.57% | 14 |
|
|
2022
Q4 | $750K | Buy |
5,592
+43
| +0.8% | +$5.77K | 0.75% | 13 |
|
|
2022
Q3 | $580K | Buy |
5,549
+49
| +0.9% | +$5.12K | 0.61% | 12 |
|
|
2022
Q2 | $619K | Sell |
5,500
-20
| -0.4% | -$2.25K | 0.65% | 13 |
|
|
2022
Q1 | $752K | Buy |
5,520
+20
| +0.4% | +$2.73K | 0.8% | 11 |
|
|
2021
Q4 | $871K | Buy |
+5,500
| New | +$871K | 0.83% | 10 |
|