Arcus Capital Partners’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 | $388K | Sell |
1,338
-20
| -1% | -$5.8K | 0.17% | 83 |
|
|
2025
Q1 | $333K | Sell |
1,358
-213
| -14% | -$52.2K | 0.13% | 86 |
|
|
2024
Q4 | $315K | Buy |
1,571
+378
| +32% | +$75.7K | 0.1% | 88 |
|
|
2024
Q3 | $252K | Buy |
1,193
+4
| +0.3% | +$844 | 0.09% | 99 |
|
|
2024
Q2 | $240K | Sell |
1,189
-382
| -24% | -$77.2K | 0.09% | 98 |
|
|
2024
Q1 | $315K | Hold |
1,571
| – | – | 0.1% | 88 |
|
|
2023
Q4 | $267K | Sell |
1,571
-636
| -29% | -$108K | 0.09% | 86 |
|
|
2023
Q3 | $320K | Hold |
2,207
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $321K | Buy |
2,207
+5
| +0.2% | +$727 | 0.1% | 86 |
|
|
2023
Q1 | $287K | Hold |
2,202
| – | – | 0.1% | 88 |
|
|
2022
Q4 | $295K | Buy |
+2,202
| New | +$295K | 0.12% | 78 |
|
|
2022
Q3 | – | Sell |
-2,096
| Closed | -$236K | – | 108 |
|
|
2022
Q2 | $236K | Buy |
2,096
+276
| +15% | +$31.1K | 0.1% | 95 |
|
|
2022
Q1 | $248K | Buy |
1,820
+4
| +0.2% | +$545 | 0.09% | 94 |
|
|
2021
Q4 | $288K | Buy |
1,816
+422
| +30% | +$66.9K | 0.1% | 88 |
|
|
2021
Q3 | $228K | Buy |
1,394
+4
| +0.3% | +$654 | 0.09% | 90 |
|
|
2021
Q2 | $216K | Sell |
1,390
-207
| -13% | -$32.2K | 0.1% | 100 |
|
|
2021
Q1 | $243K | Sell |
1,597
-52
| -3% | -$7.91K | 0.02% | 96 |
|
|
2020
Q4 | $210K | Buy |
+1,649
| New | +$210K | 0.03% | 102 |
|
|
2019
Q3 | – | Sell |
-1,189
| Closed | -$133K | – | 116 |
|
|
2019
Q2 | $133K | Buy |
+1,189
| New | +$133K | 0.05% | 95 |
|
|
2018
Q1 | – | Sell |
-2,750
| Closed | -$294K | – | 115 |
|
|
2017
Q4 | $294K | Buy |
2,750
+341
| +14% | +$36.5K | 0.17% | 83 |
|
|
2017
Q3 | $230K | Buy |
+2,409
| New | +$230K | 0.12% | 98 |
|