AC
Arjuna Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Sell |
32,021
-1,518
| -5% | -$440K | 2.45% | 8 |
|
|
2025
Q1 | $8.23M | Sell |
33,539
-3,597
| -10% | -$882K | 2.28% | 8 |
|
|
2024
Q4 | $8.9M | Sell |
37,136
-1,586
| -4% | -$380K | 2.37% | 9 |
|
|
2024
Q3 | $8.16M | Sell |
38,722
-448
| -1% | -$94.5K | 2.11% | 10 |
|
|
2024
Q2 | $7.92M | Buy |
39,170
+560
| +1% | +$113K | 2.13% | 9 |
|
|
2024
Q1 | $7.73M | Buy |
38,610
+1,761
| +5% | +$353K | 2.19% | 11 |
|
|
2023
Q4 | $6.27M | Sell |
36,849
-8,866
| -19% | -$1.51M | 1.96% | 13 |
|
|
2023
Q3 | $6.63M | Buy |
45,715
+628
| +1% | +$91.1K | 2.37% | 6 |
|
|
2023
Q2 | $6.56M | Buy |
45,087
+604
| +1% | +$87.8K | 2.32% | 6 |
|
|
2023
Q1 | $5.8M | Buy |
44,483
+812
| +2% | +$106K | 2.27% | 6 |
|
|
2022
Q4 | $5.86M | Buy |
43,671
+1,166
| +3% | +$156K | 2.7% | 7 |
|
|
2022
Q3 | $4.44M | Buy |
42,505
+740
| +2% | +$77.3K | 2.18% | 12 |
|
|
2022
Q2 | $4.7M | Buy |
41,765
+321
| +0.8% | +$36.1K | 2.28% | 14 |
|
|
2022
Q1 | $5.65M | Sell |
41,444
-8,731
| -17% | -$1.19M | 2.36% | 10 |
|
|
2021
Q4 | $7.95M | Buy |
50,175
+483
| +1% | +$76.5K | 2.91% | 8 |
|
|
2021
Q3 | $8.13M | Buy |
49,692
+2,260
| +5% | +$370K | 3.31% | 5 |
|
|
2021
Q2 | $7.38M | Buy |
47,432
+781
| +2% | +$121K | 3.19% | 5 |
|
|
2021
Q1 | $7.1M | Buy |
46,651
+17,435
| +60% | +$2.65M | 3.49% | 5 |
|
|
2020
Q4 | $3.71M | Buy |
29,216
+19,421
| +198% | +$2.47M | 2.05% | 12 |
|
|
2020
Q3 | $943K | Sell |
9,795
-16,641
| -63% | -$1.6M | 0.59% | 50 |
|
|
2020
Q2 | $2.49M | Sell |
26,436
-7,945
| -23% | -$747K | 1.72% | 16 |
|
|
2020
Q1 | $3.1M | Sell |
34,381
-759
| -2% | -$68.3K | 2.58% | 9 |
|
|
2019
Q4 | $4.9M | Buy |
35,140
+88
| +0.3% | +$12.3K | 3.55% | 4 |
|
|
2019
Q3 | $4.13M | Sell |
35,052
-3,745
| -10% | -$441K | 3.52% | 5 |
|
|
2019
Q2 | $4.34M | Buy |
38,797
+379
| +1% | +$42.4K | 3.12% | 6 |
|
|
2019
Q1 | $3.89M | Sell |
38,418
-3,245
| -8% | -$328K | 3.01% | 6 |
|
|
2018
Q4 | $4.07M | Sell |
41,663
-1,755
| -4% | -$171K | 3.7% | 6 |
|
|
2018
Q3 | $4.9M | Buy |
43,418
+267
| +0.6% | +$30.1K | 3.69% | 4 |
|
|
2018
Q2 | $4.5M | Buy |
43,151
+144
| +0.3% | +$15K | 3.66% | 4 |
|
|
2018
Q1 | $4.73M | Buy |
43,007
+8,847
| +26% | +$973K | 3.99% | 2 |
|
|
2017
Q4 | $3.65M | Buy |
+34,160
| New | +$3.65M | 3.42% | 4 |
|