Aldebaran Financial’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 | $3.33M | Buy |
11,497
+320
| +3% | +$92.8K | 3.69% | 8 |
|
|
2025
Q1 | $2.74M | Buy |
11,177
+70
| +0.6% | +$17.2K | 3.35% | 8 |
|
|
2024
Q4 | $2.66M | Buy |
11,107
+86
| +0.8% | +$20.6K | 3.11% | 9 |
|
|
2024
Q3 | $2.32M | Buy |
11,021
+343
| +3% | +$72.3K | 2.74% | 11 |
|
|
2024
Q2 | $2.16M | Buy |
10,678
+603
| +6% | +$122K | 2.83% | 11 |
|
|
2024
Q1 | $2.02M | Sell |
10,075
-160
| -2% | -$32K | 2.85% | 10 |
|
|
2023
Q4 | $1.74M | Sell |
10,235
-286
| -3% | -$48.6K | 2.57% | 11 |
|
|
2023
Q3 | $1.53M | Sell |
10,521
-396
| -4% | -$57.4K | 2.38% | 12 |
|
|
2023
Q2 | $1.59M | Sell |
10,917
-1,591
| -13% | -$231K | 2.16% | 12 |
|
|
2023
Q1 | $1.63M | Sell |
12,508
-4,800
| -28% | -$625K | 2.1% | 12 |
|
|
2022
Q4 | $2.32M | Sell |
17,308
-15
| -0.1% | -$2.01K | 2.49% | 10 |
|
|
2022
Q3 | $1.83M | Sell |
17,323
-302
| -2% | -$31.8K | 2.01% | 11 |
|
|
2022
Q2 | $1.97M | Sell |
17,625
-2,953
| -14% | -$330K | 2.08% | 12 |
|
|
2022
Q1 | $2.81M | Buy |
20,578
+1,324
| +7% | +$180K | 2.18% | 11 |
|
|
2021
Q4 | $3.05M | Buy |
19,254
+559
| +3% | +$88.5K | 2.25% | 9 |
|
|
2021
Q3 | $3.06M | Buy |
18,695
+663
| +4% | +$109K | 2.47% | 8 |
|
|
2021
Q2 | $2.82M | Buy |
18,032
+274
| +2% | +$42.9K | 2.32% | 10 |
|
|
2021
Q1 | $2.7M | Sell |
17,758
-316
| -2% | -$48.1K | 2.39% | 12 |
|
|
2020
Q4 | $2.3M | Buy |
18,074
+510
| +3% | +$64.8K | 2.14% | 12 |
|
|
2020
Q3 | $1.69M | Buy |
17,564
+9,092
| +107% | +$875K | 1.76% | 15 |
|
|
2020
Q2 | $797K | Sell |
8,472
-1,480
| -15% | -$139K | 0.94% | 37 |
|
|
2020
Q1 | $896K | Buy |
9,952
+724
| +8% | +$65.2K | 0.87% | 37 |
|
|
2019
Q4 | $1.29M | Sell |
9,228
-1,116
| -11% | -$156K | 0.98% | 39 |
|
|
2019
Q3 | $1.2M | Buy |
10,344
+594
| +6% | +$68.7K | 0.8% | 50 |
|
|
2019
Q2 | $1.09M | Buy |
9,750
+4,049
| +71% | +$453K | 0.75% | 53 |
|
|
2019
Q1 | $577K | Sell |
5,701
-95
| -2% | -$9.62K | 0.41% | 71 |
|
|
2018
Q4 | $566K | Sell |
5,796
-396
| -6% | -$38.7K | 0.43% | 69 |
|
|
2018
Q3 | $699K | Buy |
6,192
+33
| +0.5% | +$3.73K | 0.45% | 67 |
|
|
2018
Q2 | $642K | Buy |
6,159
+153
| +3% | +$15.9K | 0.44% | 68 |
|
|
2018
Q1 | $660K | Buy |
6,006
+3
| +0% | +$330 | 0.44% | 68 |
|
|
2017
Q4 | $642K | Buy |
6,003
+322
| +6% | +$34.4K | 0.43% | 64 |
|
|
2017
Q3 | $543K | Buy |
5,681
+103
| +2% | +$9.85K | 0.37% | 68 |
|
|
2017
Q2 | $510K | Sell |
5,578
-421
| -7% | -$38.5K | 0.37% | 66 |
|
|
2017
Q1 | $527K | Buy |
5,999
+3
| +0.1% | +$264 | 0.4% | 65 |
|
|
2016
Q4 | $517K | Sell |
5,996
-2,996
| -33% | -$258K | 0.41% | 70 |
|
|
2016
Q3 | $599K | Buy |
8,992
+4
| +0% | +$266 | 0.47% | 65 |
|
|
2016
Q2 | $556K | Buy |
8,988
+4
| +0% | +$247 | 0.45% | 65 |
|
|
2016
Q1 | $532K | Buy |
8,984
+3,004
| +50% | +$178K | 0.46% | 65 |
|
|
2015
Q4 | $385K | Buy |
5,980
+904
| +18% | +$58.2K | 0.36% | 68 |
|
|
2015
Q3 | $313K | Sell |
5,076
-797
| -14% | -$49.1K | 0.3% | 77 |
|
|
2015
Q2 | $399K | Buy |
5,873
+4
| +0.1% | +$272 | 0.34% | 75 |
|
|
2015
Q1 | $356K | Sell |
5,869
-3,496
| -37% | -$212K | 0.31% | 81 |
|
|
2014
Q4 | $586K | Sell |
9,365
-1,797
| -16% | -$112K | 0.51% | 62 |
|
|
2014
Q3 | $672K | Buy |
11,162
+1,804
| +19% | +$109K | 0.6% | 56 |
|
|
2014
Q2 | $539K | Sell |
9,358
-1,360
| -13% | -$78.3K | 0.42% | 71 |
|
|
2014
Q1 | $651K | Sell |
10,718
-922
| -8% | -$56K | 0.57% | 61 |
|
|
2013
Q4 | $681K | Buy |
+11,640
| New | +$681K | 0.65% | 54 |
|