Apollon Wealth 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 | $53M | Buy |
182,740
+7,664
| +4% | +$2.22M | 1.05% | 12 |
|
|
2025
Q1 | $42.9M | Buy |
175,076
+34,259
| +24% | +$8.4M | 0.94% | 19 |
|
|
2024
Q4 | $33.8M | Buy |
140,817
+17,306
| +14% | +$4.15M | 0.78% | 25 |
|
|
2024
Q3 | $26M | Buy |
123,511
+2,964
| +2% | +$625K | 0.74% | 25 |
|
|
2024
Q2 | $24.4M | Sell |
120,547
-1,905
| -2% | -$385K | 0.74% | 28 |
|
|
2024
Q1 | $24.5M | Buy |
122,452
+349
| +0.3% | +$69.9K | 0.77% | 25 |
|
|
2023
Q4 | $20.8M | Buy |
122,103
+39,794
| +48% | +$6.77M | 0.72% | 25 |
|
|
2023
Q3 | $11.9M | Sell |
82,309
-1,422
| -2% | -$206K | 0.6% | 30 |
|
|
2023
Q2 | $12.2M | Buy |
83,731
+5,244
| +7% | +$763K | 0.59% | 25 |
|
|
2023
Q1 | $10.2M | Buy |
78,487
+7,981
| +11% | +$1.04M | 0.63% | 24 |
|
|
2022
Q4 | $9.45M | Buy |
70,506
+6,376
| +10% | +$855K | 0.67% | 20 |
|
|
2022
Q3 | $6.7M | Buy |
64,130
+3,326
| +5% | +$348K | 0.55% | 30 |
|
|
2022
Q2 | $6.85M | Buy |
60,804
+1,740
| +3% | +$196K | 0.57% | 30 |
|
|
2022
Q1 | $8.05M | Buy |
59,064
+532
| +0.9% | +$72.5K | 0.57% | 29 |
|
|
2021
Q4 | $9.27M | Buy |
58,532
+12,831
| +28% | +$2.03M | 0.69% | 23 |
|
|
2021
Q3 | $7.48M | Buy |
45,701
+15,204
| +50% | +$2.49M | 1.03% | 16 |
|
|
2021
Q2 | $4.74M | Sell |
30,497
-310
| -1% | -$48.2K | 0.85% | 22 |
|
|
2021
Q1 | $4.69M | Buy |
30,807
+22,063
| +252% | +$3.36M | 0.91% | 20 |
|
|
2020
Q4 | $1.11M | Buy |
8,744
+3,031
| +53% | +$385K | 0.3% | 71 |
|
|
2020
Q3 | $550K | Sell |
5,713
-238
| -4% | -$22.9K | 0.25% | 81 |
|
|
2020
Q2 | $560K | Buy |
+5,951
| New | +$560K | 0.31% | 50 |
|
|
2020
Q1 | – | Sell |
-2,060
| Closed | -$283K | – | 72 |
|
|
2019
Q4 | $283K | Buy |
2,060
+1
| +0% | +$137 | 0.25% | 56 |
|
|
2019
Q3 | $242K | Buy |
2,059
+1,077
| +110% | +$127K | 0.25% | 50 |
|
|
2019
Q2 | $110K | Buy |
+982
| New | +$110K | 0.13% | 63 |
|