Act Two Investors’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 | $8.2M | Hold |
28,287
| – | – | 1.67% | 17 |
|
|
2025
Q1 | $6.94M | Sell |
28,287
-45
| -0.2% | -$11K | 1.47% | 18 |
|
|
2024
Q4 | $6.79M | Hold |
28,332
| – | – | 1.32% | 19 |
|
|
2024
Q3 | $5.97M | Hold |
28,332
| – | – | 1.13% | 18 |
|
|
2024
Q2 | $5.73M | Hold |
28,332
| – | – | 1.13% | 18 |
|
|
2024
Q1 | $5.67M | Hold |
28,332
| – | – | 1.14% | 20 |
|
|
2023
Q4 | $4.82M | Buy |
28,332
+559
| +2% | +$95.1K | 1.04% | 20 |
|
|
2023
Q3 | $4.03M | Hold |
27,773
| – | – | 1.08% | 20 |
|
|
2023
Q2 | $4.04M | Buy |
27,773
+147
| +0.5% | +$21.4K | 1.13% | 19 |
|
|
2023
Q1 | $3.6M | Hold |
27,626
| – | – | 1.44% | 17 |
|
|
2022
Q4 | $3.7M | Hold |
27,626
| – | – | 3.83% | 11 |
|
|
2022
Q3 | $2.89M | Hold |
27,626
| – | – | 2.92% | 11 |
|
|
2022
Q2 | $3.11M | Hold |
27,626
| – | – | 2.93% | 12 |
|
|
2022
Q1 | $3.77M | Sell |
27,626
-225
| -0.8% | -$30.7K | 2.99% | 11 |
|
|
2021
Q4 | $4.41M | Sell |
27,851
-61
| -0.2% | -$9.66K | 3.48% | 10 |
|
|
2021
Q3 | $4.57M | Hold |
27,912
| – | – | 1.08% | 19 |
|
|
2021
Q2 | $4.34M | Sell |
27,912
-68
| -0.2% | -$10.6K | 0.85% | 20 |
|
|
2021
Q1 | $4.26M | Hold |
27,980
| – | – | 0.94% | 20 |
|
|
2020
Q4 | $3.56M | Hold |
27,980
| – | – | 0.9% | 23 |
|
|
2020
Q3 | $2.69M | Hold |
27,980
| – | – | 0.87% | 23 |
|
|
2020
Q2 | $2.63M | Hold |
27,980
| – | – | 0.98% | 20 |
|
|
2020
Q1 | $2.52M | Hold |
27,980
| – | – | 1.16% | 20 |
|
|
2019
Q4 | $3.9M | Buy |
27,980
+675
| +2% | +$94.1K | 1.48% | 19 |
|
|
2019
Q3 | $3.21M | Hold |
27,305
| – | – | 1.42% | 19 |
|
|
2019
Q2 | $3.05M | Buy |
27,305
+68
| +0.2% | +$7.6K | 1.59% | 22 |
|
|
2019
Q1 | $2.76M | Hold |
27,237
| – | – | 1.59% | 21 |
|
|
2018
Q4 | $2.66M | Buy |
+27,237
| New | +$2.66M | 1.87% | 20 |
|