Abner Herrman & Brock’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 | $35.7M | Sell |
123,233
-4,897
| -4% | -$1.42M | 3.99% | 5 |
|
|
2025
Q1 | $31.4M | Sell |
128,130
-1,576
| -1% | -$387K | 4.01% | 4 |
|
|
2024
Q4 | $31.1M | Sell |
129,706
-1,732
| -1% | -$415K | 3.86% | 5 |
|
|
2024
Q3 | $27.7M | Sell |
131,438
-1,171
| -0.9% | -$247K | 3.34% | 4 |
|
|
2024
Q2 | $26.8M | Sell |
132,609
-4,271
| -3% | -$864K | 3.4% | 4 |
|
|
2024
Q1 | $27.4M | Sell |
136,880
-5,001
| -4% | -$1M | 3.42% | 4 |
|
|
2023
Q4 | $24.1M | Sell |
141,881
-2,406
| -2% | -$409K | 3.39% | 4 |
|
|
2023
Q3 | $20.9M | Sell |
144,287
-3,320
| -2% | -$481K | 3.21% | 7 |
|
|
2023
Q2 | $21.5M | Sell |
147,607
-13,182
| -8% | -$1.92M | 3.15% | 9 |
|
|
2023
Q1 | $21M | Buy |
160,789
+671
| +0.4% | +$87.4K | 3.16% | 9 |
|
|
2022
Q4 | $21.5M | Buy |
160,118
+1,909
| +1% | +$256K | 3.3% | 6 |
|
|
2022
Q3 | $16.5M | Buy |
158,209
+2,023
| +1% | +$211K | 3.03% | 13 |
|
|
2022
Q2 | $17.6M | Sell |
156,186
-3,962
| -2% | -$446K | 3.04% | 11 |
|
|
2022
Q1 | $21.8M | Sell |
160,148
-138
| -0.1% | -$18.8K | 3.07% | 8 |
|
|
2021
Q4 | $25.4M | Sell |
160,286
-2,176
| -1% | -$345K | 3.31% | 5 |
|
|
2021
Q3 | $26.6M | Sell |
162,462
-3,234
| -2% | -$529K | 3.74% | 4 |
|
|
2021
Q2 | $25.8M | Sell |
165,696
-3,841
| -2% | -$597K | 3.6% | 6 |
|
|
2021
Q1 | $25.8M | Sell |
169,537
-3,039
| -2% | -$463K | 3.9% | 5 |
|
|
2020
Q4 | $21.9M | Buy |
172,576
+38
| +0% | +$4.83K | 3.42% | 7 |
|
|
2020
Q3 | $16.6M | Sell |
172,538
-1,816
| -1% | -$175K | 2.8% | 10 |
|
|
2020
Q2 | $16.4M | Sell |
174,354
-13,989
| -7% | -$1.32M | 2.95% | 10 |
|
|
2020
Q1 | $17M | Sell |
188,343
-8,625
| -4% | -$777K | 3.84% | 7 |
|
|
2019
Q4 | $27.5M | Sell |
196,968
-23,739
| -11% | -$3.31M | 4.09% | 4 |
|
|
2019
Q3 | $26M | Sell |
220,707
-15,009
| -6% | -$1.77M | 3.84% | 4 |
|
|
2019
Q2 | $26.4M | Buy |
235,716
+1,100
| +0.5% | +$123K | 3.78% | 5 |
|
|
2019
Q1 | $23.8M | Buy |
234,616
+2,216
| +1% | +$224K | 3.66% | 6 |
|
|
2018
Q4 | $22.7M | Buy |
232,400
+2,980
| +1% | +$291K | 4.14% | 5 |
|
|
2018
Q3 | $25.9M | Buy |
229,420
+7,377
| +3% | +$832K | 3.7% | 4 |
|
|
2018
Q2 | $23.1M | Buy |
222,043
+3,622
| +2% | +$377K | 3.61% | 4 |
|
|
2018
Q1 | $24M | Buy |
218,421
+5,130
| +2% | +$564K | 3.81% | 2 |
|
|
2017
Q4 | $22.8M | Buy |
213,291
+970
| +0.5% | +$104K | 3.84% | 2 |
|
|
2017
Q3 | $20.3M | Buy |
212,321
+4,129
| +2% | +$394K | 3.59% | 2 |
|
|
2017
Q2 | $19M | Sell |
208,192
-8,615
| -4% | -$787K | 3.6% | 1 |
|
|
2017
Q1 | $19M | Buy |
216,807
+2,550
| +1% | +$224K | 3.79% | 1 |
|
|
2016
Q4 | $18.5M | Sell |
214,257
-2,986
| -1% | -$257K | 3.88% | 1 |
|
|
2016
Q3 | $14.5M | Buy |
217,243
+3,592
| +2% | +$239K | 3.29% | 2 |
|
|
2016
Q2 | $13.3M | Buy |
213,651
+6,354
| +3% | +$396K | 3.1% | 4 |
|
|
2016
Q1 | $12.3M | Buy |
207,297
+100,463
| +94% | +$5.95M | 3.09% | 3 |
|
|
2015
Q4 | $7.05M | Buy |
106,834
+225
| +0.2% | +$14.9K | 3.64% | 6 |
|
|
2015
Q3 | $6.62M | Buy |
106,609
+335
| +0.3% | +$20.8K | 3.54% | 6 |
|
|
2015
Q2 | $7.03M | Buy |
106,274
+7,390
| +7% | +$489K | 3.52% | 7 |
|
|
2015
Q1 | $5.99M | Sell |
98,884
-85
| -0.1% | -$5.15K | 3.05% | 9 |
|
|
2014
Q4 | $6.19M | Sell |
98,969
-68,263
| -41% | -$4.27M | 3.14% | 9 |
|
|
2014
Q3 | $10.1M | Buy |
167,232
+1,870
| +1% | +$113K | 2.96% | 5 |
|
|
2014
Q2 | $9.53M | Buy |
165,362
+7,805
| +5% | +$450K | 2.88% | 5 |
|
|
2014
Q1 | $9.57M | Buy |
157,557
+2,526
| +2% | +$153K | 3.07% | 3 |
|
|
2013
Q4 | $9.15M | Buy |
155,031
+69,581
| +81% | +$4.11M | 3.24% | 4 |
|
|
2013
Q3 | $4.42M | Sell |
85,450
-54,378
| -39% | -$2.81M | 2.93% | 5 |
|
|
2013
Q2 | $7.38M | Buy |
+139,828
| New | +$7.38M | 3.13% | 4 |
|