Barrett & Company’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 | $3.15M | Buy |
10,872
+16
| +0.1% | +$4.64K | 1.18% | 23 |
|
|
2025
Q1 | $2.66M | Buy |
10,856
+740
| +7% | +$182K | 1.15% | 23 |
|
|
2024
Q4 | $2.42M | Buy |
10,116
+405
| +4% | +$97.1K | 1.02% | 23 |
|
|
2024
Q3 | $2.05M | Sell |
9,711
-271
| -3% | -$57.1K | 0.89% | 25 |
|
|
2024
Q2 | $2.02M | Sell |
9,982
-42
| -0.4% | -$8.5K | 0.91% | 23 |
|
|
2024
Q1 | $2.01M | Buy |
10,024
+3,623
| +57% | +$726K | 0.95% | 22 |
|
|
2023
Q4 | $1.09M | Sell |
6,401
-55
| -0.9% | -$9.36K | 0.59% | 33 |
|
|
2023
Q3 | $936K | Sell |
6,456
-176
| -3% | -$25.5K | 0.55% | 37 |
|
|
2023
Q2 | $965K | Buy |
6,632
+492
| +8% | +$71.6K | 0.56% | 36 |
|
|
2023
Q1 | $800K | Buy |
6,140
+9
| +0.1% | +$1.17K | 0.51% | 43 |
|
|
2022
Q4 | $822K | Hold |
6,131
| – | – | 0.54% | 43 |
|
|
2022
Q3 | $822K | Buy |
+6,131
| New | +$822K | 0.54% | 43 |
|