Ardent Capital 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 | $1.16M | Hold |
3,986
| – | – | 0.55% | 18 |
|
|
2025
Q1 | $978K | Sell |
3,986
-134
| -3% | -$32.9K | 0.42% | 20 |
|
|
2024
Q4 | $988K | Sell |
4,120
-1,800
| -30% | -$431K | 0.45% | 20 |
|
|
2024
Q3 | $1.25M | Sell |
5,920
-61
| -1% | -$12.9K | 0.57% | 18 |
|
|
2024
Q2 | $1.21M | Sell |
5,981
-5,016
| -46% | -$1.01M | 0.59% | 16 |
|
|
2024
Q1 | $2.2M | Sell |
10,997
-29,984
| -73% | -$6.01M | 1.11% | 12 |
|
|
2023
Q4 | $6.97M | Sell |
40,981
-64
| -0.2% | -$10.9K | 3.65% | 8 |
|
|
2023
Q3 | $5.95M | Sell |
41,045
-38,500
| -48% | -$5.58M | 3.36% | 7 |
|
|
2023
Q2 | $11.6M | Buy |
79,545
+813
| +1% | +$118K | 7.11% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
78,732
-338
| -0.4% | -$44K | 7.37% | 4 |
|
|
2022
Q4 | $10.6M | Sell |
79,070
-170
| -0.2% | -$22.8K | 8.23% | 4 |
|
|
2022
Q3 | $8.28M | Hold |
79,240
| – | – | 7.38% | 4 |
|
|
2022
Q2 | $8.92M | Sell |
79,240
-136
| -0.2% | -$15.3K | 10.99% | 3 |
|
|
2022
Q1 | $10.8M | Buy |
79,376
+2,267
| +3% | +$309K | 7.21% | 4 |
|
|
2021
Q4 | $12.2M | Buy |
+77,109
| New | +$12.2M | 8.11% | 4 |
|