Aull & Monroe Investment 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 | $3.82M | Sell |
13,172
-1,447
| -10% | -$420K | 2.05% | 16 |
|
|
2025
Q1 | $3.59M | Sell |
14,619
-100
| -0.7% | -$24.5K | 1.78% | 21 |
|
|
2024
Q4 | $3.53M | Sell |
14,719
-575
| -4% | -$138K | 1.8% | 18 |
|
|
2024
Q3 | $3.22M | Sell |
15,294
-412
| -3% | -$86.9K | 1.5% | 22 |
|
|
2024
Q2 | $3.18M | Sell |
15,706
-1,837
| -10% | -$372K | 1.56% | 22 |
|
|
2024
Q1 | $3.51M | Sell |
17,543
-457
| -3% | -$91.5K | 1.61% | 21 |
|
|
2023
Q4 | $3.06M | Sell |
18,000
-16
| -0.1% | -$2.72K | 1.51% | 24 |
|
|
2023
Q3 | $2.61M | Hold |
18,016
| – | – | 1.36% | 25 |
|
|
2023
Q2 | $2.62M | Hold |
18,016
| – | – | 1.32% | 22 |
|
|
2023
Q1 | $2.35M | Sell |
18,016
-300
| -2% | -$39.1K | 1.2% | 30 |
|
|
2022
Q4 | $2.46M | Sell |
18,316
-275
| -1% | -$36.9K | 1.22% | 25 |
|
|
2022
Q3 | $1.94M | Sell |
18,591
-1,320
| -7% | -$138K | 1.06% | 34 |
|
|
2022
Q2 | $2.24M | Sell |
19,911
-50
| -0.3% | -$5.63K | 1.13% | 31 |
|
|
2022
Q1 | $2.72M | Hold |
19,961
| – | – | 1.23% | 29 |
|
|
2021
Q4 | $3.16M | Sell |
19,961
-257
| -1% | -$40.7K | 1.41% | 24 |
|
|
2021
Q3 | $3.31M | Sell |
20,218
-36
| -0.2% | -$5.89K | 1.63% | 16 |
|
|
2021
Q2 | $3.15M | Hold |
20,254
| – | – | 1.5% | 24 |
|
|
2021
Q1 | $3.08M | Sell |
20,254
-225
| -1% | -$34.2K | 1.5% | 22 |
|
|
2020
Q4 | $2.6M | Buy |
20,479
+964
| +5% | +$122K | 1.39% | 23 |
|
|
2020
Q3 | $1.88M | Buy |
19,515
+490
| +3% | +$47.2K | 1.1% | 31 |
|
|
2020
Q2 | $1.79M | Sell |
19,025
-1,143
| -6% | -$107K | 1.11% | 30 |
|
|
2020
Q1 | $1.82M | Sell |
20,168
-575
| -3% | -$51.8K | 1.22% | 25 |
|
|
2019
Q4 | $2.89M | Sell |
20,743
-250
| -1% | -$34.9K | 1.47% | 21 |
|
|
2019
Q3 | $2.47M | Sell |
20,993
-1,770
| -8% | -$208K | 1.31% | 25 |
|
|
2019
Q2 | $2.55M | Sell |
22,763
-100
| -0.4% | -$11.2K | 1.35% | 22 |
|
|
2019
Q1 | $2.31M | Sell |
22,863
-1,100
| -5% | -$111K | 1.24% | 26 |
|
|
2018
Q4 | $2.34M | Sell |
23,963
-748
| -3% | -$73K | 1.34% | 25 |
|
|
2018
Q3 | $2.79M | Buy |
24,711
+105
| +0.4% | +$11.9K | 1.35% | 24 |
|
|
2018
Q2 | $2.56M | Sell |
24,606
-300
| -1% | -$31.3K | 1.32% | 24 |
|
|
2018
Q1 | $2.74M | Hold |
24,906
| – | – | 1.43% | 22 |
|
|
2017
Q4 | $2.66M | Sell |
24,906
-200
| -0.8% | -$21.4K | 1.34% | 23 |
|
|
2017
Q3 | $2.4M | Sell |
25,106
-143
| -0.6% | -$13.7K | 1.24% | 27 |
|
|
2017
Q2 | $2.31M | Sell |
25,249
-100
| -0.4% | -$9.14K | 1.23% | 27 |
|
|
2017
Q1 | $2.23M | Sell |
25,349
-742
| -3% | -$65.2K | 1.19% | 26 |
|
|
2016
Q4 | $2.25M | Hold |
26,091
| – | – | 1.26% | 26 |
|
|
2016
Q3 | $1.74M | Buy |
26,091
+100
| +0.4% | +$6.66K | 1% | 33 |
|
|
2016
Q2 | $1.62M | Buy |
25,991
+45
| +0.2% | +$2.8K | 0.93% | 35 |
|
|
2016
Q1 | $1.54M | Buy |
25,946
+655
| +3% | +$38.8K | 0.92% | 36 |
|
|
2015
Q4 | $1.67M | Sell |
25,291
-645
| -2% | -$42.6K | 1.04% | 35 |
|
|
2015
Q3 | $1.58M | Buy |
25,936
+62
| +0.2% | +$3.78K | 1.02% | 36 |
|
|
2015
Q2 | $1.77M | Sell |
25,874
-1,497
| -5% | -$102K | 1.04% | 33 |
|
|
2015
Q1 | $1.66M | Sell |
27,371
-131
| -0.5% | -$7.94K | 0.93% | 36 |
|
|
2014
Q4 | $1.72M | Sell |
27,502
-3,786
| -12% | -$237K | 0.94% | 40 |
|
|
2014
Q3 | $1.88M | Buy |
31,288
+1,317
| +4% | +$79.3K | 1% | 38 |
|
|
2014
Q2 | $1.73M | Buy |
29,971
+317
| +1% | +$18.3K | 0.92% | 40 |
|
|
2014
Q1 | $1.8M | Sell |
29,654
-50
| -0.2% | -$3.04K | 1.03% | 37 |
|
|
2013
Q4 | $1.74M | Hold |
29,704
| – | – | 1.01% | 38 |
|
|
2013
Q3 | $1.54M | Sell |
29,704
-229
| -0.8% | -$11.8K | 0.99% | 39 |
|
|
2013
Q2 | $1.58M | Buy |
+29,933
| New | +$1.58M | 1.06% | 36 |
|