Ascent Group’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 | $23.4M | Buy |
80,771
+6,346
| +9% | +$1.84M | 0.91% | 23 |
|
|
2025
Q1 | $18.3M | Buy |
74,425
+11,537
| +18% | +$2.83M | 0.78% | 24 |
|
|
2024
Q4 | $15.1M | Buy |
62,888
+3,761
| +6% | +$902K | 1.13% | 13 |
|
|
2024
Q3 | $12.5M | Buy |
59,127
+7,615
| +15% | +$1.61M | 0.94% | 16 |
|
|
2024
Q2 | $10.4M | Buy |
51,512
+2,948
| +6% | +$596K | 0.85% | 20 |
|
|
2024
Q1 | $9.73M | Buy |
48,564
+1,132
| +2% | +$227K | 0.86% | 18 |
|
|
2023
Q4 | $8.34M | Buy |
47,432
+2,563
| +6% | +$451K | 0.79% | 22 |
|
|
2023
Q3 | $6.47M | Sell |
44,869
-5,423
| -11% | -$782K | 0.71% | 25 |
|
|
2023
Q2 | $7.84M | Buy |
50,292
+5,600
| +13% | +$873K | 0.86% | 20 |
|
|
2023
Q1 | $5.82M | Buy |
44,692
+10,146
| +29% | +$1.32M | 0.62% | 25 |
|
|
2022
Q4 | $4.63M | Buy |
34,546
+1,421
| +4% | +$191K | 0.55% | 35 |
|
|
2022
Q3 | $4.17M | Buy |
33,125
+1,701
| +5% | +$214K | 0.51% | 44 |
|
|
2022
Q2 | $3.63M | Buy |
31,424
+2,002
| +7% | +$231K | 0.43% | 54 |
|
|
2022
Q1 | $4.01M | Sell |
29,422
-469
| -2% | -$63.9K | 0.47% | 54 |
|
|
2021
Q4 | $4.34M | Buy |
+29,891
| New | +$4.34M | 0.55% | 38 |
|