American Money Management’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 | $11.9M | Buy |
40,357
+65
| +0.2% | +$19.7K | 1.88% | 15 |
|
|
2025
Q4 | $13M | Buy |
40,292
+757
| +2% | +$234K | 2.04% | 12 |
|
|
2025
Q3 | $12.5M | Sell |
39,535
-121
| -0.3% | -$36K | 2.08% | 9 |
|
|
2025
Q2 | $11.5M | Sell |
39,656
-236
| -0.6% | -$60.2K | 2.03% | 11 |
|
|
2025
Q1 | $9.79M | Sell |
39,892
-780
| -2% | -$199K | 1.86% | 16 |
|
|
2024
Q4 | $9.75M | Sell |
40,672
-422
| -1% | -$98.3K | 1.9% | 15 |
|
|
2024
Q3 | $8.66M | Sell |
41,094
-1,729
| -4% | -$364K | 1.73% | 18 |
|
|
2024
Q2 | $8.66M | Sell |
42,823
-6,956
| -14% | -$1.36M | 1.85% | 16 |
|
|
2024
Q1 | $9.97M | Sell |
49,779
-811
| -2% | -$146K | 2.08% | 9 |
|
|
2023
Q4 | $8.61M | Sell |
50,590
-245
| -0.5% | -$37.1K | 1.94% | 11 |
|
|
2023
Q3 | $7.37M | Buy |
50,835
+181
| +0.4% | +$27.1K | 1.88% | 12 |
|
|
2023
Q2 | $7.37M | Buy |
50,654
+24
| +0% | +$3.3K | 1.84% | 9 |
|
|
2023
Q1 | $6.6M | Sell |
50,630
-457
| -0.9% | -$62.6K | 1.75% | 11 |
|
|
2022
Q4 | $6.85M | Hold |
51,087
| – | – | 1.95% | 9 |
|
|
2022
Q3 | $5.34M | Buy |
51,087
+2,224
| +5% | +$255K | 1.63% | 15 |
|
|
2022
Q2 | $5.5M | Buy |
48,863
+5,932
| +14% | +$735K | 1.6% | 18 |
|
|
2022
Q1 | $5.85M | Buy |
42,931
+220
| +0.5% | +$32.5K | 1.56% | 23 |
|
|
2021
Q4 | $6.76M | Buy |
42,711
+686
| +2% | +$113K | 1.76% | 13 |
|
|
2021
Q3 | $6.88M | Buy |
42,025
+107
| +0.3% | +$16.8K | 1.94% | 7 |
|
|
2021
Q2 | $6.52M | Buy |
41,918
+239
| +0.6% | +$37.5K | 2.21% | 9 |
|
|
2021
Q1 | $6.34M | Sell |
41,679
-1,974
| -5% | -$284K | 2.36% | 9 |
|
|
2020
Q4 | $5.55M | Buy |
43,653
+853
| +2% | +$95.3K | 2.17% | 12 |
|
|
2020
Q3 | $4.12M | Sell |
42,800
-2,696
| -6% | -$265K | 1.87% | 17 |
|
|
2020
Q2 | $4.28M | Sell |
45,496
-78
| -0.2% | -$7.4K | 2% | 13 |
|
|
2020
Q1 | $4.1M | Buy |
45,574
+2,269
| +5% | +$276K | 2.3% | 9 |
|
|
2019
Q4 | $6.04M | Sell |
43,305
-94
| -0.2% | -$12.1K | 2.82% | 8 |
|
|
2019
Q3 | $5.11M | Sell |
43,399
-2,066
| -5% | -$234K | 2.73% | 7 |
|
|
2019
Q2 | $5.08M | Buy |
45,465
+4,037
| +10% | +$445K | 2.72% | 6 |
|
|
2019
Q1 | $4.19M | Buy |
41,428
+82
| +0.2% | +$8.45K | 2.33% | 12 |
|
|
2018
Q4 | $4.04M | Buy |
41,346
+3,200
| +8% | +$341K | 2.54% | 9 |
|
|
2018
Q3 | $4.3M | Sell |
38,146
-252
| -0.7% | -$28.6K | 2.47% | 11 |
|
|
2018
Q2 | $4M | Sell |
38,398
-902
| -2% | -$98.9K | 2.42% | 10 |
|
|
2018
Q1 | $4.32M | Sell |
39,300
-3,365
| -8% | -$381K | 2.7% | 7 |
|
|
2017
Q4 | $4.56M | Sell |
42,665
-1,192
| -3% | -$121K | 2.77% | 7 |
|
|
2017
Q3 | $4.19M | Sell |
43,857
-238
| -0.5% | -$21.9K | 2.78% | 5 |
|
|
2017
Q2 | $4.03M | Buy |
44,095
+1,793
| +4% | +$155K | 2.87% | 5 |
|
|
2017
Q1 | $3.72M | Sell |
42,302
-1,097
| -3% | -$96.8K | 2.74% | 6 |
|
|
2016
Q4 | $3.75M | Sell |
43,399
-8,032
| -16% | -$612K | 3.01% | 6 |
|
|
2016
Q3 | $3.02M | Buy |
51,431
+5,120
| +11% | +$334K | 2.42% | 10 |
|
|
2016
Q2 | $2.88M | Sell |
46,311
-1,279
| -3% | -$79.9K | 2.38% | 9 |
|
|
2016
Q1 | $2.82M | Buy |
47,590
+6,166
| +15% | +$360K | 2.33% | 11 |
|
|
2015
Q4 | $2.73M | Buy |
41,424
+7,431
| +22% | +$484K | 2.35% | 10 |
|
|
2015
Q3 | $2.07M | Sell |
33,993
-5,795
| -15% | -$380K | 1.96% | 20 |
|
|
2015
Q2 | $2.7M | Sell |
39,788
-470
| -1% | -$30.7K | 2.28% | 11 |
|
|
2015
Q1 | $2.44M | Sell |
40,258
-882
| -2% | -$52.2K | 2.13% | 12 |
|
|
2014
Q4 | $2.58M | Sell |
41,140
-574
| -1% | -$34.5K | 2.22% | 10 |
|
|
2014
Q3 | $2.51M | Buy |
41,714
+51
| +0.1% | +$2.98K | 2.13% | 10 |
|
|
2014
Q2 | $2.4M | Buy |
41,663
+4,117
| +11% | +$231K | 1.96% | 14 |
|
|
2014
Q1 | $2.28M | Sell |
37,546
-2,460
| -6% | -$142K | 1.94% | 15 |
|
|
2013
Q4 | $2.34M | Buy |
+40,006
| New | +$2.19M | 2.02% | 11 |
|
Other funds holding JPM
VCM
VPM
