Accredited Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.05M | Sell |
20,550
-448
| -2% | -$136K | 0.33% | 43 |
|
|
2025
Q4 | $6.77M | Buy |
20,998
+599
| +3% | +$185K | 0.36% | 39 |
|
|
2025
Q3 | $6.43M | Sell |
20,399
-306
| -1% | -$91K | 0.36% | 40 |
|
|
2025
Q2 | $6M | Buy |
20,705
+123
| +0.6% | +$31.4K | 0.35% | 40 |
|
|
2025
Q1 | $5.05M | Sell |
20,582
-391
| -2% | -$99.7K | 0.31% | 38 |
|
|
2024
Q4 | $5.03M | Buy |
20,973
+172
| +0.8% | +$40.1K | 0.29% | 39 |
|
|
2024
Q3 | $4.39M | Buy |
20,801
+6,627
| +47% | +$1.4M | 0.25% | 42 |
|
|
2024
Q2 | $2.87M | Buy |
14,174
+667
| +5% | +$130K | 0.18% | 48 |
|
|
2024
Q1 | $2.71M | Buy |
13,507
+289
| +2% | +$52.1K | 0.17% | 51 |
|
|
2023
Q4 | $2.25M | Buy |
13,218
+20
| +0.2% | +$3.03K | 0.16% | 57 |
|
|
2023
Q3 | $1.91M | Sell |
13,198
-483
| -4% | -$72.4K | 0.14% | 55 |
|
|
2023
Q2 | $1.99M | Buy |
13,681
+114
| +0.8% | +$15.7K | 0.14% | 53 |
|
|
2023
Q1 | $1.77M | Sell |
13,567
-86
| -0.6% | -$11.8K | 0.13% | 56 |
|
|
2022
Q4 | $1.83M | Sell |
13,653
-16
| -0.1% | -$2.03K | 0.15% | 54 |
|
|
2022
Q3 | $1.43M | Buy |
13,669
+133
| +1% | +$15.3K | 0.17% | 50 |
|
|
2022
Q2 | $1.52M | Sell |
13,536
-183
| -1% | -$22.7K | 0.18% | 51 |
|
|
2022
Q1 | $1.87M | Buy |
13,719
+74
| +0.5% | +$10.9K | 0.17% | 48 |
|
|
2021
Q4 | $2.16M | Sell |
13,645
-135
| -1% | -$22.2K | 0.19% | 45 |
|
|
2021
Q3 | $2.26M | Sell |
13,780
-114
| -0.8% | -$17.9K | 0.24% | 38 |
|
|
2021
Q2 | $2.16M | Buy |
13,894
+37
| +0.3% | +$5.81K | 0.22% | 40 |
|
|
2021
Q1 | $2.11M | Sell |
13,857
-392
| -3% | -$56.4K | 0.28% | 40 |
|
|
2020
Q4 | $1.81M | Buy |
14,249
+188
| +1% | +$21K | 0.3% | 40 |
|
|
2020
Q3 | $1.35M | Sell |
14,061
-765
| -5% | -$75.1K | 0.28% | 41 |
|
|
2020
Q2 | $1.39M | Sell |
14,826
-801
| -5% | -$76K | 0.28% | 40 |
|
|
2020
Q1 | $1.41M | Buy |
15,627
+2,551
| +20% | +$310K | 0.33% | 40 |
|
|
2019
Q4 | $1.82M | Buy |
13,076
+512
| +4% | +$65.7K | 0.31% | 39 |
|
|
2019
Q3 | $1.48M | Buy |
12,564
+487
| +4% | +$55.1K | 0.28% | 43 |
|
|
2019
Q2 | $1.35M | Buy |
12,077
+13
| +0.1% | +$1.43K | 0.26% | 44 |
|
|
2019
Q1 | $1.22M | Buy |
12,064
+16
| +0.1% | +$1.65K | 0.25% | 44 |
|
|
2018
Q4 | $1.18M | Buy |
12,048
+596
| +5% | +$63.5K | 0.26% | 40 |
|
|
2018
Q3 | $1.29M | Sell |
11,452
-1,811
| -14% | -$206K | 0.32% | 29 |
|
|
2018
Q2 | $1.38M | Sell |
13,263
-915
| -6% | -$100K | 0.36% | 27 |
|
|
2018
Q1 | $1.56M | Sell |
14,178
-1,251
| -8% | -$142K | 0.43% | 26 |
|
|
2017
Q4 | $1.65M | Buy |
15,429
+79
| +0.5% | +$8K | 0.46% | 25 |
|
|
2017
Q3 | $1.47M | Buy |
15,350
+2,678
| +21% | +$247K | 0.4% | 28 |
|
|
2017
Q2 | $1.16M | Buy |
12,672
+1,012
| +9% | +$87.3K | 0.3% | 26 |
|
|
2017
Q1 | $1.02M | Sell |
11,660
-1,847
| -14% | -$163K | 0.26% | 30 |
|
|
2016
Q4 | $1.17M | Buy |
13,507
+770
| +6% | +$58.7K | 0.3% | 25 |
|
|
2016
Q3 | $848K | Sell |
12,737
-239
| -2% | -$15.6K | 0.23% | 32 |
|
|
2016
Q2 | $766K | Buy |
12,976
+671
| +5% | +$41.9K | 0.21% | 32 |
|
|
2016
Q1 | $729K | Buy |
12,305
+675
| +6% | +$39.4K | 0.19% | 36 |
|
|
2015
Q4 | $768K | Buy |
11,630
+7,747
| +200% | +$504K | 0.19% | 34 |
|
|
2015
Q3 | $237K | Buy |
3,883
+17
| +0.4% | +$1.11K | 0.06% | 73 |
|
|
2015
Q2 | $262K | Buy |
3,866
+8
| +0.2% | +$522 | 0.07% | 65 |
|
|
2015
Q1 | $234K | Sell |
3,858
-34
| -0.9% | -$2.01K | 0.06% | 64 |
|
|
2014
Q4 | $244K | Sell |
3,892
-753
| -16% | -$45.3K | 0.07% | 64 |
|
|
2014
Q3 | $280K | Buy |
4,645
+9
| +0.2% | +$526 | 0.08% | 58 |
|
|
2014
Q2 | $268K | Buy |
4,636
+8
| +0.2% | +$450 | 0.09% | 56 |
|
|
2014
Q1 | $281K | Buy |
4,628
+8
| +0.2% | +$462 | 0.09% | 52 |
|
|
2013
Q4 | $271K | Buy |
4,620
+8
| +0.2% | +$438 | 0.09% | 47 |
|
|
2013
Q3 | $239K | Buy |
4,612
+8
| +0.2% | +$429 | 0.09% | 49 |
|
|
2013
Q2 | $244K | Buy |
+4,604
| New | +$234K | 0.1% | 50 |
|
Other funds holding JPM
VCM
VPM
