Arthur M. Cohen & Associates’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 | $1.52M | Buy |
5,226
+500
| +11% | +$145K | 0.27% | 48 |
|
|
2025
Q1 | $1.16M | Buy |
4,726
+5
| +0.1% | +$1.23K | 0.22% | 60 |
|
|
2024
Q4 | $1.13M | Buy |
4,721
+790
| +20% | +$189K | 0.2% | 62 |
|
|
2024
Q3 | $814K | Hold |
3,931
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $795K | Sell |
3,931
-99
| -2% | -$20K | 0.15% | 72 |
|
|
2024
Q1 | $807K | Buy |
4,030
+86
| +2% | +$17.2K | 0.17% | 67 |
|
|
2023
Q4 | $671K | Buy |
3,944
+204
| +5% | +$34.7K | 0.16% | 74 |
|
|
2023
Q3 | $542K | Buy |
3,740
+160
| +4% | +$23.2K | 0.14% | 77 |
|
|
2023
Q2 | $521K | Sell |
3,580
-400
| -10% | -$58.2K | 0.13% | 81 |
|
|
2023
Q1 | $519K | Buy |
3,980
+1
| +0% | +$130 | 0.14% | 79 |
|
|
2022
Q4 | $534K | Buy |
3,979
+775
| +24% | +$104K | 0.15% | 80 |
|
|
2022
Q3 | $335K | Buy |
3,204
+769
| +32% | +$80.4K | 0.09% | 95 |
|
|
2022
Q2 | $274K | Hold |
2,435
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $332K | Sell |
2,435
-29
| -1% | -$3.95K | 0.07% | 110 |
|
|
2021
Q4 | $390K | Buy |
2,464
+61
| +3% | +$9.66K | 0.07% | 115 |
|
|
2021
Q3 | $393K | Hold |
2,403
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $372K | Buy |
2,403
+165
| +7% | +$25.5K | 0.07% | 119 |
|
|
2021
Q1 | $341K | Sell |
2,238
-637
| -22% | -$97.1K | 0.08% | 117 |
|
|
2020
Q4 | $365K | Buy |
2,875
+185
| +7% | +$23.5K | 0.09% | 112 |
|
|
2020
Q3 | $259K | Sell |
2,690
-1,114
| -29% | -$107K | 0.07% | 121 |
|
|
2020
Q2 | $358K | Sell |
3,804
-4,421
| -54% | -$416K | 0.11% | 90 |
|
|
2020
Q1 | $697K | Sell |
8,225
-684
| -8% | -$58K | 0.28% | 48 |
|
|
2019
Q4 | $1.24M | Sell |
8,909
-239
| -3% | -$33.3K | 0.38% | 41 |
|
|
2019
Q3 | $1.08K | Buy |
9,148
+1,678
| +22% | +$198 | 0.3% | 43 |
|
|
2019
Q2 | $835K | Buy |
7,470
+50
| +0.7% | +$5.59K | 0.29% | 53 |
|
|
2019
Q1 | $751K | Hold |
7,420
| – | – | 0.27% | 54 |
|
|
2018
Q4 | $724 | Buy |
7,420
+402
| +6% | +$39 | 0.23% | 58 |
|
|
2018
Q3 | $972 | Hold |
7,018
| – | – | 0.3% | 47 |
|
|
2018
Q2 | $732K | Buy |
7,018
+440
| +7% | +$45.9K | 0.28% | 58 |
|
|
2018
Q1 | $706K | Sell |
6,578
-842
| -11% | -$90.4K | 0.27% | 60 |
|
|
2017
Q4 | $724 | Buy |
+7,420
| New | +$724 | 0.2% | 55 |
|
|
2017
Q2 | $458K | Sell |
4,936
-2,169
| -31% | -$201K | 0.18% | 75 |
|
|
2017
Q1 | $430K | Buy |
7,105
+3,313
| +87% | +$201K | 0.19% | 66 |
|
|
2016
Q4 | $327K | Buy |
+3,792
| New | +$327K | 0.17% | 74 |
|
|
2014
Q3 | $521K | Buy |
+5,458
| New | +$521K | 0.24% | 70 |
|