Apella 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 | $6.51M | Buy |
22,284
+9,588
| +76% | +$2.8M | 0.18% | 98 |
|
|
2025
Q1 | $2.98M | Buy |
12,696
+3,089
| +32% | +$724K | 0.1% | 112 |
|
|
2024
Q4 | $2.3M | Buy |
9,607
+6
| +0.1% | +$1.44K | 0.09% | 107 |
|
|
2024
Q3 | $1.99M | Buy |
9,601
+642
| +7% | +$133K | 0.08% | 105 |
|
|
2024
Q2 | $1.86M | Buy |
8,959
+873
| +11% | +$181K | 0.08% | 103 |
|
|
2024
Q1 | $1.59M | Buy |
8,086
+51
| +0.6% | +$10.1K | 0.08% | 107 |
|
|
2023
Q4 | $1.38M | Sell |
8,035
-70
| -0.9% | -$12K | 0.08% | 113 |
|
|
2023
Q3 | $1.18M | Sell |
8,105
-142
| -2% | -$20.6K | 0.08% | 106 |
|
|
2023
Q2 | $1.2M | Buy |
+8,247
| New | +$1.2M | 0.09% | 106 |
|
|
2022
Q4 | $1.06M | Buy |
7,925
+483
| +6% | +$64.8K | 0.1% | 101 |
|
|
2022
Q3 | $778K | Buy |
7,442
+110
| +2% | +$11.5K | 0.09% | 105 |
|
|
2022
Q2 | $826K | Sell |
7,332
-166
| -2% | -$18.7K | 0.1% | 107 |
|
|
2022
Q1 | $1.02M | Buy |
7,498
+1,041
| +16% | +$142K | 0.14% | 89 |
|
|
2021
Q4 | $1.02M | Buy |
6,457
+1,162
| +22% | +$184K | 0.13% | 88 |
|
|
2021
Q3 | $867K | Sell |
5,295
-10
| -0.2% | -$1.64K | 0.12% | 97 |
|
|
2021
Q2 | $825K | Buy |
5,305
+351
| +7% | +$54.6K | 0.14% | 105 |
|
|
2021
Q1 | $754K | Buy |
4,954
+125
| +3% | +$19K | 0.24% | 71 |
|
|
2020
Q4 | $614K | Sell |
4,829
-567
| -11% | -$72.1K | 0.22% | 76 |
|
|
2020
Q3 | $519K | Buy |
5,396
+555
| +11% | +$53.4K | 0.21% | 81 |
|
|
2020
Q2 | $455K | Hold |
4,841
| – | – | 0.21% | 81 |
|
|
2020
Q1 | $436K | Buy |
+4,841
| New | +$436K | 0.25% | 71 |
|