Abbot Financial Management’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 | $8.92M | Sell |
30,772
-399
| -1% | -$116K | 4.11% | 4 |
|
|
2025
Q1 | $7.65M | Buy |
31,171
+137
| +0.4% | +$33.6K | 3.97% | 4 |
|
|
2024
Q4 | $7.44M | Sell |
31,034
-198
| -0.6% | -$47.5K | 3.7% | 4 |
|
|
2024
Q3 | $6.59M | Buy |
31,232
+298
| +1% | +$62.8K | 3.31% | 5 |
|
|
2024
Q2 | $6.26M | Sell |
30,934
-386
| -1% | -$78.1K | 3.35% | 5 |
|
|
2024
Q1 | $6.27M | Sell |
31,320
-106
| -0.3% | -$21.2K | 3.46% | 4 |
|
|
2023
Q4 | $5.35M | Sell |
31,426
-193
| -0.6% | -$32.8K | 3.22% | 3 |
|
|
2023
Q3 | $4.59M | Sell |
31,619
-334
| -1% | -$48.4K | 3.08% | 3 |
|
|
2023
Q2 | $4.65M | Sell |
31,953
-648
| -2% | -$94.2K | 2.98% | 3 |
|
|
2023
Q1 | $4.25M | Sell |
32,601
-381
| -1% | -$49.6K | 2.85% | 3 |
|
|
2022
Q4 | $4.42M | Sell |
32,982
-1,369
| -4% | -$184K | 3.03% | 3 |
|
|
2022
Q3 | $3.59M | Sell |
34,351
-7,332
| -18% | -$766K | 2.56% | 5 |
|
|
2022
Q2 | $4.69M | Buy |
41,683
+427
| +1% | +$48.1K | 2.84% | 3 |
|
|
2022
Q1 | $5.62M | Sell |
41,256
-299
| -0.7% | -$40.8K | 2.75% | 4 |
|
|
2021
Q4 | $6.58M | Sell |
41,555
-21
| -0.1% | -$3.33K | 2.94% | 4 |
|
|
2021
Q3 | $6.81M | Buy |
41,576
+395
| +1% | +$64.7K | 3.1% | 4 |
|
|
2021
Q2 | $6.41M | Buy |
41,181
+160
| +0.4% | +$24.9K | 2.8% | 4 |
|
|
2021
Q1 | $6.25M | Buy |
41,021
+552
| +1% | +$84K | 2.83% | 4 |
|
|
2020
Q4 | $5.14M | Sell |
40,469
-1,305
| -3% | -$166K | 2.96% | 3 |
|
|
2020
Q3 | $4.02M | Buy |
41,774
+324
| +0.8% | +$31.2K | 2.61% | 5 |
|
|
2020
Q2 | $3.9M | Sell |
41,450
-254
| -0.6% | -$23.9K | 2.68% | 4 |
|
|
2020
Q1 | $3.76M | Buy |
41,704
+56
| +0.1% | +$5.04K | 3.06% | 4 |
|
|
2019
Q4 | $5.81M | Sell |
41,648
-327
| -0.8% | -$45.6K | 3.68% | 2 |
|
|
2019
Q3 | $4.94M | Sell |
41,975
-397
| -0.9% | -$46.7K | 3.53% | 2 |
|
|
2019
Q2 | $4.74M | Sell |
42,372
-633
| -1% | -$70.8K | 3.43% | 2 |
|
|
2019
Q1 | $4.35M | Buy |
43,005
+292
| +0.7% | +$29.6K | 3.38% | 2 |
|
|
2018
Q4 | $4.17M | Buy |
42,713
+178
| +0.4% | +$17.4K | 3.67% | 2 |
|
|
2018
Q3 | $4.8M | Sell |
42,535
-1,243
| -3% | -$140K | 3.57% | 2 |
|
|
2018
Q2 | $4.56M | Buy |
43,778
+602
| +1% | +$62.7K | 3.63% | 2 |
|
|
2018
Q1 | $4.75M | Sell |
43,176
-313
| -0.7% | -$34.4K | 3.81% | 2 |
|
|
2017
Q4 | $4.65M | Sell |
43,489
-498
| -1% | -$53.3K | 3.71% | 2 |
|
|
2017
Q3 | $4.44M | Sell |
43,987
-1,134
| -3% | -$114K | 3.7% | 1 |
|
|
2017
Q2 | $4.12M | Buy |
+45,121
| New | +$4.12M | 3.7% | 1 |
|