Ashton Thomas Private Wealth’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 | $24.8M | Sell |
85,703
-1,270
| -1% | -$368K | 0.88% | 19 |
|
|
2025
Q1 | $21.3M | Buy |
86,973
+3,960
| +5% | +$971K | 0.82% | 20 |
|
|
2024
Q4 | $19.9M | Buy |
83,013
+6,453
| +8% | +$1.55M | 0.77% | 23 |
|
|
2024
Q3 | $16.1M | Sell |
76,560
-72
| -0.1% | -$15.2K | 0.85% | 24 |
|
|
2024
Q2 | $15.5M | Buy |
76,632
+466
| +0.6% | +$94.3K | 0.85% | 22 |
|
|
2024
Q1 | $15.3M | Buy |
76,166
+2,221
| +3% | +$445K | 0.87% | 21 |
|
|
2023
Q4 | $12.6M | Buy |
73,945
+623
| +0.8% | +$106K | 0.79% | 23 |
|
|
2023
Q3 | $10.6M | Buy |
73,322
+94
| +0.1% | +$13.6K | 0.78% | 23 |
|
|
2023
Q2 | $10.7M | Buy |
73,228
+9,359
| +15% | +$1.36M | 0.81% | 18 |
|
|
2023
Q1 | $8.32M | Sell |
63,869
-3,049
| -5% | -$397K | 0.73% | 25 |
|
|
2022
Q4 | $8.97M | Buy |
66,918
+1,365
| +2% | +$183K | 0.89% | 18 |
|
|
2022
Q3 | $6.85M | Buy |
65,553
+9,105
| +16% | +$951K | 0.77% | 24 |
|
|
2022
Q2 | $6.36M | Buy |
56,448
+1,984
| +4% | +$223K | 0.69% | 30 |
|
|
2022
Q1 | $7.42M | Buy |
54,464
+16,612
| +44% | +$2.26M | 0.65% | 30 |
|
|
2021
Q4 | $5.99M | Buy |
37,852
+19,543
| +107% | +$3.09M | 0.58% | 39 |
|
|
2021
Q3 | $3M | Buy |
18,309
+2,905
| +19% | +$476K | 0.43% | 57 |
|
|
2021
Q2 | $2.4M | Buy |
15,404
+216
| +1% | +$33.6K | 0.37% | 74 |
|
|
2021
Q1 | $2.31M | Sell |
15,188
-1,095
| -7% | -$167K | 0.39% | 68 |
|
|
2020
Q4 | $2.07M | Buy |
16,283
+872
| +6% | +$111K | 0.4% | 69 |
|
|
2020
Q3 | $1.48M | Buy |
15,411
+6,754
| +78% | +$650K | 0.37% | 71 |
|
|
2020
Q2 | $814K | Buy |
8,657
+1,729
| +25% | +$163K | 0.24% | 110 |
|
|
2020
Q1 | $624K | Sell |
6,928
-1,605
| -19% | -$144K | 0.26% | 105 |
|
|
2019
Q4 | $1.19M | Buy |
8,533
+2,545
| +43% | +$355K | 0.39% | 75 |
|
|
2019
Q3 | $705K | Buy |
5,988
+169
| +3% | +$19.9K | 0.29% | 83 |
|
|
2019
Q2 | $651K | Buy |
5,819
+530
| +10% | +$59.3K | 0.25% | 87 |
|
|
2019
Q1 | $535K | Buy |
+5,289
| New | +$535K | 0.22% | 93 |
|