Addison Capital’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 | $8.78M | Buy |
30,298
+212
| +0.7% | +$61.5K | 3.05% | 7 |
|
|
2025
Q1 | $7.38M | Sell |
30,086
-1,354
| -4% | -$332K | 2.89% | 8 |
|
|
2024
Q4 | $7.54M | Sell |
31,440
-685
| -2% | -$164K | 3% | 7 |
|
|
2024
Q3 | $6.77M | Sell |
32,125
-288
| -0.9% | -$60.7K | 2.73% | 10 |
|
|
2024
Q2 | $6.56M | Buy |
32,413
+763
| +2% | +$154K | 2.84% | 9 |
|
|
2024
Q1 | $6.34M | Buy |
31,650
+3,956
| +14% | +$792K | 3.15% | 8 |
|
|
2023
Q4 | $4.71M | Buy |
27,694
+5,621
| +25% | +$956K | 2.92% | 12 |
|
|
2023
Q3 | $3.2M | Sell |
22,073
-2,381
| -10% | -$345K | 2.49% | 12 |
|
|
2023
Q2 | $3.56M | Sell |
24,454
-94
| -0.4% | -$13.7K | 2.54% | 13 |
|
|
2023
Q1 | $3.2M | Sell |
24,548
-6,435
| -21% | -$839K | 2.41% | 13 |
|
|
2022
Q4 | $4.16M | Sell |
30,983
-60
| -0.2% | -$8.05K | 2.61% | 9 |
|
|
2022
Q3 | $3.24M | Sell |
31,043
-5
| -0% | -$523 | 2.01% | 16 |
|
|
2022
Q2 | $3.5M | Sell |
31,048
-487
| -2% | -$54.8K | 2.04% | 14 |
|
|
2022
Q1 | $4.3M | Buy |
31,535
+279
| +0.9% | +$38K | 2.04% | 14 |
|
|
2021
Q4 | $4.95M | Buy |
31,256
+1,551
| +5% | +$246K | 2.22% | 13 |
|
|
2021
Q3 | $4.86M | Sell |
29,705
-25
| -0.1% | -$4.09K | 2.25% | 11 |
|
|
2021
Q2 | $4.62M | Sell |
29,730
-409
| -1% | -$63.6K | 2.26% | 12 |
|
|
2021
Q1 | $4.59M | Sell |
30,139
-467
| -2% | -$71.1K | 2.55% | 10 |
|
|
2020
Q4 | $3.89M | Sell |
30,606
-434
| -1% | -$55.1K | 2.35% | 11 |
|
|
2020
Q3 | $2.99M | Sell |
31,040
-254
| -0.8% | -$24.5K | 2.09% | 14 |
|
|
2020
Q2 | $2.94M | Sell |
31,294
-1,214
| -4% | -$114K | 2.26% | 13 |
|
|
2020
Q1 | $2.93M | Buy |
32,508
+1,255
| +4% | +$113K | 2.14% | 11 |
|
|
2019
Q4 | $4.36M | Sell |
31,253
-11
| -0% | -$1.53K | 2.88% | 5 |
|
|
2019
Q3 | $3.68M | Buy |
31,264
+3
| +0% | +$353 | 2.62% | 7 |
|
|
2019
Q2 | $3.5M | Buy |
31,261
+2,246
| +8% | +$251K | 2.44% | 11 |
|
|
2019
Q1 | $2.94M | Buy |
29,015
+2,301
| +9% | +$233K | 2.23% | 14 |
|
|
2018
Q4 | $2.61M | Sell |
26,714
-2,219
| -8% | -$217K | 2.33% | 13 |
|
|
2018
Q3 | $3.27M | Buy |
28,933
+485
| +2% | +$54.7K | 2.44% | 13 |
|
|
2018
Q2 | $2.96M | Buy |
28,448
+53
| +0.2% | +$5.52K | 2.29% | 11 |
|
|
2018
Q1 | $3.12M | Sell |
28,395
-502
| -2% | -$55.2K | 2.54% | 8 |
|
|
2017
Q4 | $3.09M | Sell |
28,897
-75
| -0.3% | -$8.02K | 2.44% | 6 |
|
|
2017
Q3 | $2.77M | Sell |
28,972
-49
| -0.2% | -$4.68K | 2.43% | 9 |
|
|
2017
Q2 | $2.65M | Sell |
29,021
-1,308
| -4% | -$120K | 2.12% | 12 |
|
|
2017
Q1 | $2.66M | Sell |
30,329
-1,534
| -5% | -$135K | 2.14% | 10 |
|
|
2016
Q4 | $2.75M | Sell |
31,863
-98
| -0.3% | -$8.46K | 2.42% | 6 |
|
|
2016
Q3 | $2.13M | Sell |
31,961
-916
| -3% | -$61K | 1.86% | 19 |
|
|
2016
Q2 | $2.04M | Buy |
32,877
+1,105
| +3% | +$68.7K | 1.84% | 19 |
|
|
2016
Q1 | $1.88M | Hold |
31,772
| – | – | 1.44% | 21 |
|
|
2015
Q4 | $2.1M | Sell |
31,772
-1,163
| -4% | -$76.8K | 1.64% | 19 |
|
|
2015
Q3 | $2.01M | Buy |
32,935
+530
| +2% | +$32.3K | 1.86% | 18 |
|
|
2015
Q2 | $2.2M | Sell |
32,405
-1,175
| -3% | -$79.6K | 2% | 16 |
|
|
2015
Q1 | $2.03M | Sell |
33,580
-282
| -0.8% | -$17.1K | 1.65% | 25 |
|
|
2014
Q4 | $2.12M | Sell |
33,862
-843
| -2% | -$52.8K | 1.78% | 23 |
|
|
2014
Q3 | $2.09M | Buy |
34,705
+1,333
| +4% | +$80.3K | 1.84% | 26 |
|
|
2014
Q2 | $1.92M | Buy |
33,372
+400
| +1% | +$23K | 1.66% | 28 |
|
|
2014
Q1 | $2M | Buy |
32,972
+2,660
| +9% | +$162K | 1.7% | 24 |
|
|
2013
Q4 | $1.77M | Buy |
+30,312
| New | +$1.77M | 1.63% | 24 |
|