Baskin Financial Services’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 | $440K | Hold |
1,518
| – | – | 0.03% | 41 |
|
|
2025
Q1 | $372K | Sell |
1,518
-136
| -8% | -$33.3K | 0.03% | 42 |
|
|
2024
Q4 | $396K | Sell |
1,654
-158
| -9% | -$37.8K | 0.03% | 42 |
|
|
2024
Q3 | $382K | Sell |
1,812
-144
| -7% | -$30.4K | 0.03% | 42 |
|
|
2024
Q2 | $396K | Buy |
1,956
+46
| +2% | +$9.31K | 0.03% | 42 |
|
|
2024
Q1 | $383K | Buy |
1,910
+365
| +24% | +$73.2K | 0.03% | 44 |
|
|
2023
Q4 | $263K | Buy |
1,545
+57
| +4% | +$9.7K | 0.02% | 47 |
|
|
2023
Q3 | $216K | Buy |
1,488
+25
| +2% | +$3.63K | 0.02% | 52 |
|
|
2023
Q2 | $213K | Sell |
1,463
-143
| -9% | -$20.8K | 0.02% | 51 |
|
|
2023
Q1 | $209K | Sell |
1,606
-265
| -14% | -$34.5K | 0.02% | 51 |
|
|
2022
Q4 | $251K | Sell |
1,871
-365
| -16% | -$49K | 0.03% | 50 |
|
|
2022
Q3 | $234K | Sell |
2,236
-245,799
| -99% | -$25.7M | 0.03% | 49 |
|
|
2022
Q2 | $27.9M | Sell |
248,035
-1,143
| -0.5% | -$129K | 3.03% | 12 |
|
|
2022
Q1 | $34M | Sell |
249,178
-1,282
| -0.5% | -$175K | 2.99% | 13 |
|
|
2021
Q4 | $39.7M | Buy |
250,460
+8,383
| +3% | +$1.33M | 3.16% | 12 |
|
|
2021
Q3 | $39.6M | Buy |
242,077
+5,224
| +2% | +$855K | 3.52% | 10 |
|
|
2021
Q2 | $36.8M | Buy |
236,853
+3,990
| +2% | +$621K | 3.38% | 11 |
|
|
2021
Q1 | $35.4M | Buy |
232,863
+10,150
| +5% | +$1.55M | 3.66% | 8 |
|
|
2020
Q4 | $28.3M | Buy |
222,713
+7,054
| +3% | +$896K | 3.13% | 11 |
|
|
2020
Q3 | $20.8M | Buy |
215,659
+11,719
| +6% | +$1.13M | 2.64% | 21 |
|
|
2020
Q2 | $19.2M | Buy |
203,940
+11,671
| +6% | +$1.1M | 2.83% | 17 |
|
|
2020
Q1 | $17.3M | Buy |
192,269
+4,128
| +2% | +$372K | 3.14% | 13 |
|
|
2019
Q4 | $26.2M | Sell |
188,141
-26
| -0% | -$3.62K | 3.85% | 6 |
|
|
2019
Q3 | $22.1M | Buy |
188,167
+6,640
| +4% | +$781K | 3.63% | 8 |
|
|
2019
Q2 | $20.3M | Buy |
181,527
+4,019
| +2% | +$449K | 3.46% | 10 |
|
|
2019
Q1 | $18M | Buy |
177,508
+2,117
| +1% | +$214K | 3.34% | 11 |
|
|
2018
Q4 | $17.1M | Sell |
175,391
-1,004
| -0.6% | -$98K | 3.67% | 8 |
|
|
2018
Q3 | $19.9M | Buy |
176,395
+2,088
| +1% | +$236K | 3.61% | 6 |
|
|
2018
Q2 | $18.2M | Sell |
174,307
-357
| -0.2% | -$37.2K | 3.4% | 6 |
|
|
2018
Q1 | $19.2M | Sell |
174,664
-1,467
| -0.8% | -$161K | 3.69% | 5 |
|
|
2017
Q4 | $18.8M | Sell |
176,131
-3,571
| -2% | -$382K | 3.57% | 5 |
|
|
2017
Q3 | $17.2M | Sell |
179,702
-694
| -0.4% | -$66.3K | 3.33% | 6 |
|
|
2017
Q2 | $16.5M | Buy |
180,396
+245
| +0.1% | +$22.4K | 3.44% | 5 |
|
|
2017
Q1 | $15.8M | Sell |
180,151
-1,925
| -1% | -$169K | 3.5% | 6 |
|
|
2016
Q4 | $15.7M | Sell |
182,076
-2,205
| -1% | -$190K | 3.87% | 5 |
|
|
2016
Q3 | $12.3M | Sell |
184,281
-2,060
| -1% | -$137K | 3.21% | 11 |
|
|
2016
Q2 | $11.6M | Buy |
186,341
+774
| +0.4% | +$48.1K | 3.27% | 11 |
|
|
2016
Q1 | $11M | Buy |
185,567
+1,714
| +0.9% | +$102K | 3.18% | 11 |
|
|
2015
Q4 | $12.1M | Sell |
183,853
-877
| -0.5% | -$57.9K | 3.75% | 7 |
|
|
2015
Q3 | $11.3M | Buy |
184,730
+4,595
| +3% | +$280K | 3.82% | 7 |
|
|
2015
Q2 | $12.2M | Buy |
180,135
+549
| +0.3% | +$37.2K | 3.82% | 6 |
|
|
2015
Q1 | $10.9M | Buy |
179,586
+3,935
| +2% | +$238K | 3.64% | 8 |
|
|
2014
Q4 | $11M | Buy |
175,651
+2,173
| +1% | +$136K | 3.56% | 8 |
|
|
2014
Q3 | $10.5M | Buy |
173,478
+1,005
| +0.6% | +$60.5K | 3.63% | 6 |
|
|
2014
Q2 | $9.94M | Buy |
172,473
+6,458
| +4% | +$372K | 3.46% | 10 |
|
|
2014
Q1 | $10.1M | Buy |
166,015
+3,885
| +2% | +$236K | 3.86% | 8 |
|
|
2013
Q4 | $9.48M | Buy |
162,130
+10,400
| +7% | +$608K | 3.84% | 7 |
|
|
2013
Q3 | $7.84M | Buy |
151,730
+10,365
| +7% | +$535K | 3.75% | 9 |
|
|
2013
Q2 | $7.45M | Buy |
+141,365
| New | +$7.45M | 4.1% | 8 |
|