AR Asset 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 | $17.3M | Sell |
59,825
-221
| -0.4% | -$64.1K | 3.85% | 3 |
|
|
2025
Q1 | $14.7M | Hold |
60,046
| – | – | 3.35% | 4 |
|
|
2024
Q4 | $14.4M | Sell |
60,046
-3,885
| -6% | -$931K | 3.26% | 3 |
|
|
2024
Q3 | $13.5M | Hold |
63,931
| – | – | 3% | 6 |
|
|
2024
Q2 | $12.9M | Sell |
63,931
-300
| -0.5% | -$60.7K | 3.12% | 4 |
|
|
2024
Q1 | $12.9M | Sell |
64,231
-1,000
| -2% | -$200K | 3.14% | 4 |
|
|
2023
Q4 | $11.1M | Hold |
65,231
| – | – | 2.91% | 4 |
|
|
2023
Q3 | $9.46M | Hold |
65,231
| – | – | 2.65% | 8 |
|
|
2023
Q2 | $9.49M | Sell |
65,231
-2,200
| -3% | -$320K | 2.55% | 7 |
|
|
2023
Q1 | $8.79M | Sell |
67,431
-100
| -0.1% | -$13K | 2.37% | 9 |
|
|
2022
Q4 | $9.06M | Hold |
67,531
| – | – | 2.57% | 8 |
|
|
2022
Q3 | $7.06M | Hold |
67,531
| – | – | 2.11% | 10 |
|
|
2022
Q2 | $7.61M | Hold |
67,531
| – | – | 2.15% | 9 |
|
|
2022
Q1 | $9.21M | Sell |
67,531
-500
| -0.7% | -$68.2K | 2.33% | 10 |
|
|
2021
Q4 | $10.8M | Sell |
68,031
-200
| -0.3% | -$31.7K | 2.73% | 6 |
|
|
2021
Q3 | $11.2M | Sell |
68,231
-3,000
| -4% | -$491K | 3.13% | 4 |
|
|
2021
Q2 | $11.1M | Hold |
71,231
| – | – | 3.1% | 6 |
|
|
2021
Q1 | $10.8M | Sell |
71,231
-4,500
| -6% | -$685K | 3.24% | 3 |
|
|
2020
Q4 | $9.62M | Hold |
75,731
| – | – | 3.1% | 7 |
|
|
2020
Q3 | $7.29M | Sell |
75,731
-2,803
| -4% | -$270K | 2.56% | 9 |
|
|
2020
Q2 | $7.39M | Sell |
78,534
-500
| -0.6% | -$47K | 2.8% | 8 |
|
|
2020
Q1 | $7.12M | Sell |
79,034
-2,000
| -2% | -$180K | 2.93% | 7 |
|
|
2019
Q4 | $11.3M | Hold |
81,034
| – | – | 3.78% | 4 |
|
|
2019
Q3 | $9.54M | Hold |
81,034
| – | – | 3.37% | 5 |
|
|
2019
Q2 | $9.06M | Sell |
81,034
-100
| -0.1% | -$11.2K | 3.28% | 5 |
|
|
2019
Q1 | $8.21M | Hold |
81,134
| – | – | 3.08% | 6 |
|
|
2018
Q4 | $7.92M | Hold |
81,134
| – | – | 3.4% | 6 |
|
|
2018
Q3 | $9.16M | Hold |
81,134
| – | – | 3.37% | 6 |
|
|
2018
Q2 | $8.45M | Hold |
81,134
| – | – | 3.28% | 5 |
|
|
2018
Q1 | $8.92M | Sell |
81,134
-200
| -0.2% | -$22K | 3.59% | 5 |
|
|
2017
Q4 | $8.7M | Sell |
81,334
-100
| -0.1% | -$10.7K | 3.35% | 5 |
|
|
2017
Q3 | $7.78M | Hold |
81,434
| – | – | 3.08% | 7 |
|
|
2017
Q2 | $7.44M | Hold |
81,434
| – | – | 3.02% | 9 |
|
|
2017
Q1 | $7.15M | Hold |
81,434
| – | – | 2.96% | 9 |
|
|
2016
Q4 | $7.03M | Hold |
81,434
| – | – | 3% | 8 |
|
|
2016
Q3 | $5.42M | Hold |
81,434
| – | – | 2.34% | 12 |
|
|
2016
Q2 | $5.06M | Hold |
81,434
| – | – | 2.12% | 13 |
|
|
2016
Q1 | $4.82M | Buy |
81,434
+8,960
| +12% | +$531K | 2.1% | 14 |
|
|
2015
Q4 | $4.79M | Hold |
72,474
| – | – | 2.18% | 13 |
|
|
2015
Q3 | $4.42M | Buy |
72,474
+1,400
| +2% | +$85.4K | 1.96% | 16 |
|
|
2015
Q2 | $4.82M | Hold |
71,074
| – | – | 1.97% | 16 |
|
|
2015
Q1 | $4.31M | Buy |
71,074
+15,640
| +28% | +$948K | 1.73% | 19 |
|
|
2014
Q4 | $3.47M | Hold |
55,434
| – | – | 1.4% | 24 |
|
|
2014
Q3 | $3.34M | Sell |
55,434
-100
| -0.2% | -$6.02K | 1.36% | 25 |
|
|
2014
Q2 | $3.2M | Hold |
55,534
| – | – | 1.28% | 27 |
|
|
2014
Q1 | $3.37M | Hold |
55,534
| – | – | 1.41% | 24 |
|
|
2013
Q4 | $3.25M | Hold |
55,534
| – | – | 1.38% | 24 |
|
|
2013
Q3 | $2.87M | Hold |
55,534
| – | – | 1.27% | 28 |
|
|
2013
Q2 | $2.93M | Buy |
+55,534
| New | +$2.93M | 1.31% | 26 |
|