Allworth 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 | $106M | Buy |
364,388
+28,796
| +9% | +$8.35M | 0.51% | 29 |
|
|
2025
Q1 | $82.1M | Sell |
335,592
-3,308
| -1% | -$809K | 0.46% | 29 |
|
|
2024
Q4 | $89.1M | Buy |
338,900
+67,563
| +25% | +$17.8M | 0.49% | 27 |
|
|
2024
Q3 | $57.2M | Sell |
271,337
-6,080
| -2% | -$1.28M | 0.35% | 32 |
|
|
2024
Q2 | $58.2M | Buy |
277,417
+191,645
| +223% | +$40.2M | 0.38% | 32 |
|
|
2024
Q1 | $17.2M | Buy |
85,772
+2,128
| +3% | +$426K | 0.12% | 79 |
|
|
2023
Q4 | $14.2M | Buy |
83,644
+855
| +1% | +$145K | 0.11% | 84 |
|
|
2023
Q3 | $12M | Buy |
82,789
+3,158
| +4% | +$458K | 0.1% | 84 |
|
|
2023
Q2 | $11.6M | Sell |
79,631
-3,319
| -4% | -$483K | 0.1% | 85 |
|
|
2023
Q1 | $10.8M | Buy |
82,950
+5,213
| +7% | +$679K | 0.11% | 95 |
|
|
2022
Q4 | $10.4M | Buy |
77,737
+4,181
| +6% | +$561K | 0.12% | 88 |
|
|
2022
Q3 | $7.69M | Buy |
73,556
+13,195
| +22% | +$1.38M | 0.1% | 99 |
|
|
2022
Q2 | $6.8M | Buy |
60,361
+6,366
| +12% | +$717K | 0.09% | 109 |
|
|
2022
Q1 | $7.36M | Buy |
53,995
+26,854
| +99% | +$3.66M | 0.09% | 106 |
|
|
2021
Q4 | $4.3M | Buy |
27,141
+1,524
| +6% | +$241K | 0.06% | 133 |
|
|
2021
Q3 | $4.19M | Buy |
25,617
+10,959
| +75% | +$1.79M | 0.07% | 116 |
|
|
2021
Q2 | $2.28M | Sell |
14,658
-4,476
| -23% | -$696K | 0.04% | 123 |
|
|
2021
Q1 | $2.91M | Buy |
19,134
+8,709
| +84% | +$1.33M | 0.06% | 97 |
|
|
2020
Q4 | $1.33M | Buy |
10,425
+270
| +3% | +$34.3K | 0.03% | 100 |
|
|
2020
Q3 | $978K | Sell |
10,155
-501
| -5% | -$48.3K | 0.03% | 99 |
|
|
2020
Q2 | $1M | Sell |
10,656
-14,485
| -58% | -$1.36M | 0.03% | 94 |
|
|
2020
Q1 | $2.26M | Buy |
25,141
+15,499
| +161% | +$1.4M | 0.08% | 68 |
|
|
2019
Q4 | $1.34M | Buy |
9,642
+1,992
| +26% | +$278K | 0.05% | 64 |
|
|
2019
Q3 | $900K | Sell |
7,650
-465
| -6% | -$54.7K | 0.03% | 69 |
|
|
2019
Q2 | $907K | Buy |
8,115
+108
| +1% | +$12.1K | 0.04% | 71 |
|
|
2019
Q1 | $811K | Buy |
8,007
+1,178
| +17% | +$119K | 0.04% | 70 |
|
|
2018
Q4 | $667K | Sell |
6,829
-227
| -3% | -$22.2K | 0.03% | 75 |
|
|
2018
Q3 | $796K | Buy |
7,056
+1,991
| +39% | +$225K | 0.04% | 69 |
|
|
2018
Q2 | $528K | Buy |
5,065
+1,622
| +47% | +$169K | 0.03% | 86 |
|
|
2018
Q1 | $379K | Buy |
3,443
+500
| +17% | +$55K | 0.03% | 80 |
|
|
2017
Q4 | $315K | Buy |
2,943
+800
| +37% | +$85.6K | 0.02% | 91 |
|
|
2017
Q3 | $205K | Buy |
2,143
+92
| +4% | +$8.8K | 0.02% | 109 |
|
|
2017
Q2 | $187K | Buy |
2,051
+515
| +34% | +$47K | 0.02% | 114 |
|
|
2017
Q1 | $135K | Sell |
1,536
-806
| -34% | -$70.8K | 0.01% | 137 |
|
|
2016
Q4 | $202K | Buy |
2,342
+47
| +2% | +$4.05K | 0.02% | 98 |
|
|
2016
Q3 | $153K | Sell |
2,295
-89
| -4% | -$5.93K | 0.02% | 114 |
|
|
2016
Q2 | $148K | Buy |
2,384
+31
| +1% | +$1.92K | 0.02% | 115 |
|
|
2016
Q1 | $139K | Buy |
2,353
+76
| +3% | +$4.49K | 0.02% | 122 |
|
|
2015
Q4 | $150K | Buy |
2,277
+903
| +66% | +$59.5K | 0.03% | 108 |
|
|
2015
Q3 | $84K | Buy |
1,374
+3
| +0.2% | +$183 | 0.03% | 152 |
|
|
2015
Q2 | $93K | Sell |
1,371
-126
| -8% | -$8.55K | 0.03% | 150 |
|
|
2015
Q1 | $91K | Buy |
+1,497
| New | +$91K | 0.03% | 154 |
|