Argus Investors Counsel’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
$4.44M Sell
15,329
-2,296
-13% -$666K 3.15% 4
2025
Q1
$4.32M Sell
17,625
-1,042
-6% -$256K 3.29% 3
2024
Q4
$4.47M Sell
18,667
-1,199
-6% -$287K 2.99% 4
2024
Q3
$4.19M Sell
19,866
-2,373
-11% -$500K 2.73% 5
2024
Q2
$4.5M Buy
22,239
+582
+3% +$118K 2.76% 6
2024
Q1
$4.34M Sell
21,657
-3,006
-12% -$602K 2.66% 5
2023
Q4
$4.2M Buy
24,663
+149
+0.6% +$25.3K 2.69% 4
2023
Q3
$3.56M Sell
24,514
-56
-0.2% -$8.12K 2.56% 6
2023
Q2
$3.57M Buy
24,570
+306
+1% +$44.5K 2.48% 5
2023
Q1
$3.16M Sell
24,264
-20
-0.1% -$2.61K 2.4% 4
2022
Q4
$3.26M Buy
24,284
+149
+0.6% +$20K 2.61% 3
2022
Q3
$2.52M Sell
24,135
-1,090
-4% -$114K 2.25% 4
2022
Q2
$2.84M Buy
25,225
+894
+4% +$101K 2.1% 8
2022
Q1
$3.32M Buy
24,331
+1,372
+6% +$187K 2.12% 8
2021
Q4
$3.64M Buy
22,959
+6,954
+43% +$1.1M 2.19% 6
2021
Q3
$2.62M Sell
16,005
-11,247
-41% -$1.84M 1.71% 15
2021
Q2
$4.24M Sell
27,252
-1,868
-6% -$291K 1.72% 20
2021
Q1
$4.43M Sell
29,120
-3,336
-10% -$508K 1.79% 27
2020
Q4
$4.12M Buy
32,456
+93
+0.3% +$11.8K 1.81% 25
2020
Q3
$3.12M Buy
32,363
+3,450
+12% +$332K 1.29% 47
2020
Q2
$2.72M Buy
28,913
+2,753
+11% +$259K 1.32% 48
2020
Q1
$2.36M Sell
26,160
-1,315
-5% -$118K 1.4% 45
2019
Q4
$3.83M Sell
27,475
-2,730
-9% -$381K 1.75% 42
2019
Q3
$3.56M Sell
30,205
-543
-2% -$63.9K 1.72% 41
2019
Q2
$3.44M Sell
30,748
-689
-2% -$77K 1.65% 44
2019
Q1
$3.18M Buy
31,437
+36
+0.1% +$3.64K 1.52% 46
2018
Q4
$3.07M Sell
31,401
-2,520
-7% -$246K 1.6% 46
2018
Q3
$3.83M Sell
33,921
-1,685
-5% -$190K 1.65% 45
2018
Q2
$3.71M Sell
35,606
-3,342
-9% -$348K 1.69% 42
2018
Q1
$3.72M Buy
38,948
+792
+2% +$75.6K 1.84% 43
2017
Q4
$4.08M Sell
38,156
-792
-2% -$84.7K 1.88% 40
2017
Q3
$3.72M Sell
38,948
-5,600
-13% -$535K 1.84% 43
2017
Q2
$4.07M Buy
44,548
+1,023
+2% +$93.5K 1.83% 45
2017
Q1
$3.82M Sell
43,525
-12,700
-23% -$1.12M 1.79% 45
2016
Q4
$4.85M Sell
56,225
-2,725
-5% -$235K 2.02% 12
2016
Q3
$3.93M Sell
58,950
-1,440
-2% -$95.9K 1.65% 49
2016
Q2
$3.75M Sell
60,390
-3,300
-5% -$205K 1.59% 51
2016
Q1
$3.77M Hold
63,690
1.57% 51
2015
Q4
$4.21M Sell
63,690
-7,950
-11% -$525K 1.78% 38
2015
Q3
$4.37M Sell
71,640
-2,110
-3% -$129K 1.9% 31
2015
Q2
$5M Sell
73,750
-4,845
-6% -$328K 2.06% 25
2015
Q1
$4.76M Buy
78,595
+3,075
+4% +$186K 1.91% 37
2014
Q4
$4.73M Sell
75,520
-2,275
-3% -$142K 1.94% 41
2014
Q3
$4.69M Sell
77,795
-350
-0.4% -$21.1K 1.96% 36
2014
Q2
$4.5M Hold
78,145
1.88% 44
2014
Q1
$4.74M Sell
78,145
-1,800
-2% -$109K 1.95% 30
2013
Q4
$4.68M Hold
79,945
1.9% 29
2013
Q3
$4.13M Sell
79,945
-4,080
-5% -$211K 1.87% 42
2013
Q2
$4.44M Buy
+84,025
New +$4.44M 1.93% 36