Armbruster 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 | $2.13M | Buy |
7,333
+155
| +2% | +$44.9K | 0.39% | 39 |
|
|
2025
Q1 | $1.76M | Sell |
7,178
-433
| -6% | -$106K | 0.35% | 40 |
|
|
2024
Q4 | $1.82M | Sell |
7,611
-1,197
| -14% | -$287K | 0.37% | 40 |
|
|
2024
Q3 | $1.86M | Buy |
8,808
+1,304
| +17% | +$275K | 0.37% | 41 |
|
|
2024
Q2 | $1.52M | Buy |
7,504
+324
| +5% | +$65.5K | 0.32% | 43 |
|
|
2024
Q1 | $1.44M | Sell |
7,180
-75
| -1% | -$15K | 0.31% | 40 |
|
|
2023
Q4 | $1.23M | Buy |
7,255
+50
| +0.7% | +$8.51K | 0.28% | 44 |
|
|
2023
Q3 | $1.04M | Sell |
7,205
-328
| -4% | -$47.6K | 0.26% | 45 |
|
|
2023
Q2 | $1.1M | Buy |
7,533
+269
| +4% | +$39.1K | 0.27% | 44 |
|
|
2023
Q1 | $947K | Hold |
7,264
| – | – | 0.24% | 45 |
|
|
2022
Q4 | $974K | Hold |
7,264
| – | – | 0.25% | 42 |
|
|
2022
Q3 | $759K | Hold |
7,264
| – | – | 0.22% | 53 |
|
|
2022
Q2 | $818K | Sell |
7,264
-54
| -0.7% | -$6.08K | 0.22% | 55 |
|
|
2022
Q1 | $998K | Sell |
7,318
-114
| -2% | -$15.5K | 0.24% | 54 |
|
|
2021
Q4 | $1.18M | Buy |
7,432
+145
| +2% | +$23K | 0.27% | 56 |
|
|
2021
Q3 | $1.19M | Hold |
7,287
| – | – | 0.34% | 39 |
|
|
2021
Q2 | $1.13M | Hold |
7,287
| – | – | 0.32% | 39 |
|
|
2021
Q1 | $1.11M | Hold |
7,287
| – | – | 0.33% | 36 |
|
|
2020
Q4 | $926K | Sell |
7,287
-225
| -3% | -$28.6K | 0.31% | 37 |
|
|
2020
Q3 | $723K | Sell |
7,512
-514
| -6% | -$49.5K | 0.28% | 38 |
|
|
2020
Q2 | $755K | Buy |
8,026
+173
| +2% | +$16.3K | 0.3% | 38 |
|
|
2020
Q1 | $707K | Buy |
7,853
+52
| +0.7% | +$4.68K | 0.33% | 38 |
|
|
2019
Q4 | $1.09M | Hold |
7,801
| – | – | 0.42% | 29 |
|
|
2019
Q3 | $918K | Hold |
7,801
| – | – | 0.38% | 29 |
|
|
2019
Q2 | $872K | Sell |
7,801
-348
| -4% | -$38.9K | 0.37% | 30 |
|
|
2019
Q1 | $825K | Sell |
8,149
-936
| -10% | -$94.8K | 0.36% | 32 |
|
|
2018
Q4 | $887K | Hold |
9,085
| – | – | 0.44% | 28 |
|
|
2018
Q3 | $1.03M | Buy |
9,085
+668
| +8% | +$75.4K | 0.45% | 23 |
|
|
2018
Q2 | $877K | Buy |
8,417
+888
| +12% | +$92.5K | 0.41% | 26 |
|
|
2018
Q1 | $828K | Sell |
7,529
-486
| -6% | -$53.4K | 0.39% | 28 |
|
|
2017
Q4 | $857K | Sell |
8,015
-17
| -0.2% | -$1.82K | 0.39% | 27 |
|
|
2017
Q3 | $767K | Sell |
8,032
-100
| -1% | -$9.55K | 0.39% | 26 |
|
|
2017
Q2 | $743K | Buy |
8,132
+61
| +0.8% | +$5.57K | 0.4% | 27 |
|
|
2017
Q1 | $709K | Sell |
8,071
-750
| -9% | -$65.9K | 0.4% | 27 |
|
|
2016
Q4 | $761K | Buy |
8,821
+100
| +1% | +$8.63K | 0.45% | 27 |
|
|
2016
Q3 | $581K | Sell |
8,721
-100
| -1% | -$6.66K | 0.36% | 28 |
|
|
2016
Q2 | $548K | Hold |
8,821
| – | – | 0.35% | 30 |
|
|
2016
Q1 | $522K | Sell |
8,821
-363
| -4% | -$21.5K | 0.36% | 31 |
|
|
2015
Q4 | $606K | Buy |
+9,184
| New | +$606K | 0.54% | 28 |
|