Argent Advisors’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 | $7.94M | Sell |
27,384
-1,994
| -7% | -$578K | 2.45% | 10 |
|
|
2025
Q1 | $7.21M | Buy |
29,378
+572
| +2% | +$140K | 2.41% | 11 |
|
|
2024
Q4 | $6.91M | Sell |
28,806
-1,092
| -4% | -$262K | 2.56% | 9 |
|
|
2024
Q3 | $6.3M | Sell |
29,898
-103
| -0.3% | -$21.7K | 2.34% | 10 |
|
|
2024
Q2 | $6.07M | Sell |
30,001
-792
| -3% | -$160K | 2.41% | 9 |
|
|
2024
Q1 | $6.17M | Sell |
30,793
-463
| -1% | -$92.7K | 2.44% | 9 |
|
|
2023
Q4 | $5.32M | Sell |
31,256
-726
| -2% | -$123K | 2.33% | 11 |
|
|
2023
Q3 | $4.64M | Sell |
31,982
-3,319
| -9% | -$481K | 2.12% | 12 |
|
|
2023
Q2 | $5.13M | Buy |
35,301
+373
| +1% | +$54.2K | 2.35% | 10 |
|
|
2023
Q1 | $4.55M | Buy |
34,928
+260
| +0.7% | +$33.9K | 2.17% | 11 |
|
|
2022
Q4 | $4.65M | Buy |
34,668
+218
| +0.6% | +$29.2K | 2.4% | 9 |
|
|
2022
Q3 | $3.61M | Buy |
34,450
+3,144
| +10% | +$329K | 2.1% | 9 |
|
|
2022
Q2 | $3.53M | Buy |
31,306
+7,994
| +34% | +$900K | 1.98% | 11 |
|
|
2022
Q1 | $3.18M | Buy |
23,312
+3,353
| +17% | +$457K | 1.7% | 11 |
|
|
2021
Q4 | $3.16M | Sell |
19,959
-38
| -0.2% | -$6.02K | 1.7% | 13 |
|
|
2021
Q3 | $3.27M | Buy |
19,997
+408
| +2% | +$66.8K | 1.88% | 12 |
|
|
2021
Q2 | $3.05M | Buy |
19,589
+1,351
| +7% | +$210K | 1.85% | 10 |
|
|
2021
Q1 | $2.78M | Sell |
18,238
-12,713
| -41% | -$1.94M | 1.79% | 11 |
|
|
2020
Q4 | $3.93M | Sell |
30,951
-11,904
| -28% | -$1.51M | 2.41% | 7 |
|
|
2020
Q3 | $4.13M | Sell |
42,855
-3,621
| -8% | -$349K | 2.83% | 7 |
|
|
2020
Q2 | $4.37M | Buy |
46,476
+32,116
| +224% | +$3.02M | 3.34% | 6 |
|
|
2020
Q1 | $1.29M | Buy |
14,360
+1,043
| +8% | +$93.9K | 1.3% | 17 |
|
|
2019
Q4 | $1.83M | Buy |
+13,317
| New | +$1.83M | 1.37% | 15 |
|