AMI Investment Management’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 | $8.41M | Sell |
28,994
-1,557
| -5% | -$451K | 2.17% | 12 |
|
|
2025
Q1 | $7.49M | Sell |
30,551
-1,338
| -4% | -$328K | 2.42% | 11 |
|
|
2024
Q4 | $7.64M | Sell |
31,889
-803
| -2% | -$192K | 2.48% | 13 |
|
|
2024
Q3 | $6.89M | Sell |
32,692
-1,786
| -5% | -$377K | 2.33% | 13 |
|
|
2024
Q2 | $6.97M | Sell |
34,478
-3,058
| -8% | -$619K | 2.43% | 13 |
|
|
2024
Q1 | $7.52M | Sell |
37,536
-379
| -1% | -$75.9K | 2.73% | 11 |
|
|
2023
Q4 | $6.45M | Sell |
37,915
-284
| -0.7% | -$48.3K | 2.62% | 11 |
|
|
2023
Q3 | $5.54M | Sell |
38,199
-138
| -0.4% | -$20K | 2.49% | 13 |
|
|
2023
Q2 | $5.58M | Sell |
38,337
-6,431
| -14% | -$935K | 2.47% | 12 |
|
|
2023
Q1 | $5.83M | Sell |
44,768
-2,243
| -5% | -$292K | 2.72% | 11 |
|
|
2022
Q4 | $6.3M | Sell |
47,011
-3,244
| -6% | -$435K | 3.18% | 8 |
|
|
2022
Q3 | $5.25M | Sell |
50,255
-864
| -2% | -$90.3K | 2.97% | 8 |
|
|
2022
Q2 | $5.76M | Buy |
51,119
+1,525
| +3% | +$172K | 2.9% | 8 |
|
|
2022
Q1 | $6.76M | Sell |
49,594
-4,105
| -8% | -$560K | 2.97% | 8 |
|
|
2021
Q4 | $8.5M | Sell |
53,699
-500
| -0.9% | -$79.2K | 3.43% | 6 |
|
|
2021
Q3 | $8.87M | Sell |
54,199
-10,754
| -17% | -$1.76M | 3.71% | 5 |
|
|
2021
Q2 | $10.1M | Sell |
64,953
-521
| -0.8% | -$81K | 4% | 4 |
|
|
2021
Q1 | $9.97M | Sell |
65,474
-1,017
| -2% | -$155K | 4.18% | 4 |
|
|
2020
Q4 | $8.45M | Sell |
66,491
-109
| -0.2% | -$13.9K | 3.73% | 4 |
|
|
2020
Q3 | $6.41M | Sell |
66,600
-1,450
| -2% | -$140K | 3.24% | 5 |
|
|
2020
Q2 | $6.4M | Sell |
68,050
-2,948
| -4% | -$277K | 3.41% | 4 |
|
|
2020
Q1 | $6.39M | Sell |
70,998
-1,772
| -2% | -$160K | 3.79% | 4 |
|
|
2019
Q4 | $10.1M | Sell |
72,770
-10
| -0% | -$1.39K | 4.34% | 4 |
|
|
2019
Q3 | $8.57M | Buy |
72,780
+4,447
| +7% | +$523K | 3.98% | 4 |
|
|
2019
Q2 | $7.64M | Buy |
68,333
+2,195
| +3% | +$245K | 3.89% | 5 |
|
|
2019
Q1 | $6.7M | Buy |
66,138
+4,521
| +7% | +$458K | 3.53% | 6 |
|
|
2018
Q4 | $6.02M | Buy |
61,617
+90
| +0.1% | +$8.79K | 3.55% | 6 |
|
|
2018
Q3 | $6.94M | Sell |
61,527
-50
| -0.1% | -$5.64K | 3.6% | 6 |
|
|
2018
Q2 | $6.42M | Buy |
61,577
+5,504
| +10% | +$573K | 3.39% | 6 |
|
|
2018
Q1 | $6.17M | Buy |
56,073
+25
| +0% | +$2.75K | 3.75% | 7 |
|
|
2017
Q4 | $5.99M | Buy |
56,048
+90
| +0.2% | +$9.63K | 3.59% | 6 |
|
|
2017
Q3 | $5.35M | Hold |
55,958
| – | – | 3.33% | 8 |
|
|
2017
Q2 | $5.12M | Sell |
55,958
-665
| -1% | -$60.8K | 3.32% | 7 |
|
|
2017
Q1 | $4.97M | Buy |
56,623
+44,676
| +374% | +$3.92M | 3.2% | 7 |
|
|
2016
Q4 | $1.03M | Buy |
11,947
+420
| +4% | +$36.2K | 0.68% | 34 |
|
|
2016
Q3 | $768K | Buy |
11,527
+200
| +2% | +$13.3K | 0.54% | 41 |
|
|
2016
Q2 | $704K | Buy |
11,327
+300
| +3% | +$18.6K | 0.52% | 40 |
|
|
2016
Q1 | $653K | Buy |
11,027
+1,925
| +21% | +$114K | 0.51% | 41 |
|
|
2015
Q4 | $601K | Hold |
9,102
| – | – | 0.47% | 39 |
|
|
2015
Q3 | $555K | Hold |
9,102
| – | – | 0.48% | 37 |
|
|
2015
Q2 | $617K | Hold |
9,102
| – | – | 0.51% | 34 |
|
|
2015
Q1 | $551K | Hold |
9,102
| – | – | 0.44% | 34 |
|
|
2014
Q4 | $570K | Hold |
9,102
| – | – | 0.46% | 31 |
|
|
2014
Q3 | $548K | Hold |
9,102
| – | – | 0.47% | 28 |
|
|
2014
Q2 | $524K | Hold |
9,102
| – | – | 0.45% | 25 |
|
|
2014
Q1 | $552K | Hold |
9,102
| – | – | 0.47% | 27 |
|
|
2013
Q4 | $532K | Hold |
9,102
| – | – | 0.46% | 28 |
|
|
2013
Q3 | $470K | Buy |
9,102
+100
| +1% | +$5.16K | 0.35% | 31 |
|
|
2013
Q2 | $475K | Buy |
+9,002
| New | +$475K | 0.43% | 30 |
|