Atlas Brown’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 | $7.26M | Buy |
25,034
+144
| +0.6% | +$41.7K | 2.33% | 5 |
|
|
2025
Q1 | $6.11M | Sell |
24,890
-40
| -0.2% | -$9.81K | 2.14% | 6 |
|
|
2024
Q4 | $5.98M | Buy |
24,930
+56
| +0.2% | +$13.4K | 2.04% | 6 |
|
|
2024
Q3 | $5.25M | Buy |
24,874
+16
| +0.1% | +$3.37K | 1.82% | 8 |
|
|
2024
Q2 | $5.03M | Sell |
24,858
-1,565
| -6% | -$317K | 1.8% | 10 |
|
|
2024
Q1 | $5.29M | Sell |
26,423
-149
| -0.6% | -$29.8K | 1.93% | 9 |
|
|
2023
Q4 | $4.52M | Buy |
26,572
+141
| +0.5% | +$24K | 1.87% | 8 |
|
|
2023
Q3 | $3.83M | Buy |
26,431
+125
| +0.5% | +$18.1K | 1.75% | 12 |
|
|
2023
Q2 | $3.83M | Buy |
26,306
+9
| +0% | +$1.31K | 1.68% | 11 |
|
|
2023
Q1 | $3.43M | Buy |
26,297
+173
| +0.7% | +$22.5K | 1.58% | 12 |
|
|
2022
Q4 | $3.5M | Sell |
26,124
-3,556
| -12% | -$477K | 1.72% | 11 |
|
|
2022
Q3 | $3.1M | Buy |
29,680
+1,071
| +4% | +$112K | 1.58% | 12 |
|
|
2022
Q2 | $3.22M | Buy |
28,609
+780
| +3% | +$87.8K | 1.52% | 13 |
|
|
2022
Q1 | $3.79M | Buy |
27,829
+755
| +3% | +$103K | 1.55% | 13 |
|
|
2021
Q4 | $4.29M | Buy |
27,074
+404
| +2% | +$64K | 1.66% | 11 |
|
|
2021
Q3 | $4.37M | Buy |
26,670
+247
| +0.9% | +$40.4K | 1.9% | 7 |
|
|
2021
Q2 | $4.11M | Buy |
26,423
+753
| +3% | +$117K | 1.78% | 9 |
|
|
2021
Q1 | $3.91M | Buy |
25,670
+125
| +0.5% | +$19K | 1.85% | 8 |
|
|
2020
Q4 | $3.25M | Buy |
25,545
+496
| +2% | +$63K | 1.68% | 12 |
|
|
2020
Q3 | $2.41M | Buy |
25,049
+290
| +1% | +$27.9K | 1.43% | 17 |
|
|
2020
Q2 | $2.33M | Buy |
24,759
+3,152
| +15% | +$296K | 1.48% | 17 |
|
|
2020
Q1 | $1.95M | Buy |
21,607
+138
| +0.6% | +$12.4K | 1.52% | 16 |
|
|
2019
Q4 | $2.99M | Buy |
21,469
+1,529
| +8% | +$213K | 1.87% | 12 |
|
|
2019
Q3 | $2.35M | Sell |
19,940
-1,376
| -6% | -$162K | 1.67% | 13 |
|
|
2019
Q2 | $2.38M | Buy |
21,316
+3
| +0% | +$335 | 1.65% | 13 |
|
|
2019
Q1 | $2.16M | Sell |
21,313
-1,944
| -8% | -$197K | 1.53% | 13 |
|
|
2018
Q4 | $2.27M | Buy |
23,257
+396
| +2% | +$38.7K | 1.75% | 14 |
|
|
2018
Q3 | $2.58M | Sell |
22,861
-17
| -0.1% | -$1.92K | 1.58% | 14 |
|
|
2018
Q2 | $2.44M | Sell |
22,878
-827
| -3% | -$88.2K | 0.57% | 14 |
|
|
2018
Q1 | $2.61M | Buy |
23,705
+2,538
| +12% | +$279K | 0.47% | 13 |
|
|
2017
Q4 | $2.45M | Buy |
21,167
+641
| +3% | +$74.1K | 0.44% | 15 |
|
|
2017
Q3 | $1.96M | Buy |
20,526
+1,845
| +10% | +$176K | 0.42% | 16 |
|
|
2017
Q2 | $1.71M | Sell |
18,681
-1,432
| -7% | -$131K | 1.49% | 17 |
|
|
2017
Q1 | $1.77M | Sell |
20,113
-620
| -3% | -$54.5K | 1.39% | 15 |
|
|
2016
Q4 | $1.38M | Hold |
20,733
| – | – | 0.57% | 21 |
|
|
2016
Q3 | $1.38M | Buy |
20,733
+506
| +3% | +$33.7K | 0.57% | 21 |
|
|
2016
Q2 | $1.26M | Sell |
20,227
-222
| -1% | -$13.8K | 0.51% | 27 |
|
|
2016
Q1 | $1.21M | Buy |
20,449
+1,226
| +6% | +$72.6K | 0.51% | 30 |
|
|
2015
Q4 | $1.1M | Buy |
19,223
+733
| +4% | +$41.8K | 0.7% | 29 |
|
|
2015
Q3 | $1.13M | Buy |
18,490
+419
| +2% | +$25.5K | 0.49% | 32 |
|
|
2015
Q2 | $1.25M | Buy |
18,071
+1,707
| +10% | +$118K | 0.48% | 28 |
|
|
2015
Q1 | $991K | Sell |
16,364
-867
| -5% | -$52.5K | 0.27% | 37 |
|
|
2014
Q4 | $1.08M | Buy |
17,231
+495
| +3% | +$31K | 0.29% | 36 |
|
|
2014
Q3 | $1.01M | Sell |
16,736
-2,093
| -11% | -$126K | 0.37% | 36 |
|
|
2014
Q2 | $1.09M | Buy |
18,829
+4,103
| +28% | +$236K | 0.54% | 30 |
|
|
2014
Q1 | $894K | Sell |
14,726
-3,576
| -20% | -$217K | 0.48% | 29 |
|
|
2013
Q4 | $1.07M | Sell |
18,302
-22,410
| -55% | -$1.31M | 0.75% | 19 |
|
|
2013
Q3 | $2.1M | Sell |
40,712
-4,368
| -10% | -$226K | 1.58% | 6 |
|
|
2013
Q2 | $2.38M | Buy |
+45,080
| New | +$2.38M | 0.51% | 29 |
|