Arcadia 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 | $609K | Buy |
2,099
+4
| +0.2% | +$1.16K | 0.1% | 83 |
|
|
2025
Q1 | $514K | Hold |
2,095
| – | – | 0.09% | 89 |
|
|
2024
Q4 | $502K | Buy |
2,095
+140
| +7% | +$33.6K | 0.08% | 90 |
|
|
2024
Q3 | $412K | Sell |
1,955
-2
| -0.1% | -$422 | 0.07% | 95 |
|
|
2024
Q2 | $396K | Sell |
1,957
-81
| -4% | -$16.4K | 0.07% | 94 |
|
|
2024
Q1 | $408K | Buy |
2,038
+16
| +0.8% | +$3.21K | 0.07% | 92 |
|
|
2023
Q4 | $344K | Sell |
2,022
-5
| -0.2% | -$851 | 0.07% | 100 |
|
|
2023
Q3 | $294K | Hold |
2,027
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $295K | Buy |
2,027
+81
| +4% | +$11.8K | 0.06% | 107 |
|
|
2023
Q1 | $254K | Sell |
1,946
-54
| -3% | -$7.04K | 0.06% | 119 |
|
|
2022
Q4 | $268K | Sell |
2,000
-50
| -2% | -$6.71K | 0.06% | 106 |
|
|
2022
Q3 | $214K | Buy |
2,050
+15
| +0.7% | +$1.57K | 0.05% | 121 |
|
|
2022
Q2 | $229K | Sell |
2,035
-615
| -23% | -$69.2K | 0.05% | 127 |
|
|
2022
Q1 | $361K | Sell |
2,650
-94
| -3% | -$12.8K | 0.07% | 111 |
|
|
2021
Q4 | $435K | Buy |
2,744
+684
| +33% | +$108K | 0.07% | 111 |
|
|
2021
Q3 | $337K | Hold |
2,060
| – | – | 0.06% | 115 |
|
|
2021
Q2 | $320K | Sell |
2,060
-3,575
| -63% | -$555K | 0.06% | 113 |
|
|
2021
Q1 | $858K | Hold |
5,635
| – | – | 0.17% | 83 |
|
|
2020
Q4 | $716K | Sell |
5,635
-1,000
| -15% | -$127K | 0.15% | 83 |
|
|
2020
Q3 | $639K | Hold |
6,635
| – | – | 0.14% | 86 |
|
|
2020
Q2 | $624K | Hold |
6,635
| – | – | 0.15% | 81 |
|
|
2020
Q1 | $597K | Sell |
6,635
-100
| -1% | -$9K | 0.18% | 79 |
|
|
2019
Q4 | $939K | Hold |
6,735
| – | – | 0.24% | 73 |
|
|
2019
Q3 | $793K | Buy |
6,735
+275
| +4% | +$32.4K | 0.22% | 76 |
|
|
2019
Q2 | $722K | Hold |
6,460
| – | – | 0.2% | 81 |
|
|
2019
Q1 | $654K | Hold |
6,460
| – | – | 0.19% | 83 |
|
|
2018
Q4 | $631K | Sell |
6,460
-150
| -2% | -$14.7K | 0.21% | 81 |
|
|
2018
Q3 | $746K | Sell |
6,610
-100
| -1% | -$11.3K | 0.2% | 80 |
|
|
2018
Q2 | $699K | Buy |
6,710
+180
| +3% | +$18.8K | 0.19% | 80 |
|
|
2018
Q1 | $718K | Hold |
6,530
| – | – | 0.2% | 82 |
|
|
2017
Q4 | $698K | Hold |
6,530
| – | – | 0.2% | 83 |
|
|
2017
Q3 | $624K | Sell |
6,530
-405
| -6% | -$38.7K | 0.19% | 84 |
|
|
2017
Q2 | $634K | Buy |
6,935
+75
| +1% | +$6.86K | 0.2% | 83 |
|
|
2017
Q1 | $603K | Hold |
6,860
| – | – | 0.19% | 84 |
|
|
2016
Q4 | $592K | Sell |
6,860
-743
| -10% | -$64.1K | 0.19% | 84 |
|
|
2016
Q3 | $506K | Hold |
7,603
| – | – | 0.17% | 89 |
|
|
2016
Q2 | $472K | Buy |
7,603
+125
| +2% | +$7.76K | 0.15% | 89 |
|
|
2016
Q1 | $443K | Hold |
7,478
| – | – | 0.15% | 88 |
|
|
2015
Q4 | $494K | Buy |
7,478
+405
| +6% | +$26.8K | 0.15% | 88 |
|
|
2015
Q3 | $431K | Hold |
7,073
| – | – | 0.13% | 89 |
|
|
2015
Q2 | $479K | Buy |
7,073
+1,480
| +26% | +$100K | 0.12% | 89 |
|
|
2015
Q1 | $339K | Hold |
5,593
| – | – | 0.1% | 89 |
|
|
2014
Q4 | $350K | Hold |
5,593
| – | – | 0.1% | 88 |
|
|
2014
Q3 | $337K | Hold |
5,593
| – | – | 0.1% | 86 |
|
|
2014
Q2 | $322K | Hold |
5,593
| – | – | 0.09% | 83 |
|
|
2014
Q1 | $340K | Hold |
5,593
| – | – | 0.1% | 90 |
|
|
2013
Q4 | $327K | Hold |
5,593
| – | – | 0.08% | 94 |
|
|
2013
Q3 | $289K | Hold |
5,593
| – | – | 0.08% | 93 |
|
|
2013
Q2 | $295K | Buy |
+5,593
| New | +$295K | 0.08% | 91 |
|