Baugh & Associates’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 | $9.1M | Sell |
33,593
-1,663
| -5% | -$450K | 4.74% | 4 |
|
|
2025
Q1 | $8.42M | Sell |
35,256
-97
| -0.3% | -$23.2K | 4.26% | 8 |
|
|
2024
Q4 | $8.3M | Sell |
35,353
-49
| -0.1% | -$11.5K | 4.3% | 8 |
|
|
2024
Q3 | $7.24M | Buy |
35,402
+515
| +1% | +$105K | 3.73% | 9 |
|
|
2024
Q2 | $7.4M | Sell |
34,887
-1,735
| -5% | -$368K | 3.84% | 7 |
|
|
2024
Q1 | $7.34M | Buy |
36,622
+300
| +0.8% | +$60.1K | 3.9% | 7 |
|
|
2023
Q4 | $6.18M | Sell |
36,322
-420
| -1% | -$71.4K | 3.55% | 9 |
|
|
2023
Q3 | $5.33M | Sell |
36,742
-64
| -0.2% | -$9.28K | 3.33% | 10 |
|
|
2023
Q2 | $5.35M | Buy |
36,806
+556
| +2% | +$80.9K | 3.22% | 12 |
|
|
2023
Q1 | $4.82M | Buy |
36,250
+434
| +1% | +$57.7K | 3.08% | 13 |
|
|
2022
Q4 | $4.8M | Sell |
35,816
-46
| -0.1% | -$6.17K | 3.11% | 15 |
|
|
2022
Q3 | $3.75M | Sell |
35,862
-47
| -0.1% | -$4.91K | 2.65% | 19 |
|
|
2022
Q2 | $4.04M | Sell |
35,909
-402
| -1% | -$45.3K | 2.72% | 17 |
|
|
2022
Q1 | $4.95M | Buy |
36,311
+560
| +2% | +$76.3K | 2.91% | 13 |
|
|
2021
Q4 | $5.66M | Sell |
35,751
-20
| -0.1% | -$3.17K | 3.13% | 12 |
|
|
2021
Q3 | $5.86M | Sell |
35,771
-45
| -0.1% | -$7.37K | 3.58% | 9 |
|
|
2021
Q2 | $5.57M | Sell |
35,816
-390
| -1% | -$60.7K | 3.46% | 9 |
|
|
2021
Q1 | $5.51M | Sell |
36,206
-14
| -0% | -$2.13K | 3.64% | 9 |
|
|
2020
Q4 | $4.6M | Sell |
36,220
-510
| -1% | -$64.8K | 3.28% | 9 |
|
|
2020
Q3 | $3.54M | Sell |
36,730
-370
| -1% | -$35.6K | 2.77% | 17 |
|
|
2020
Q2 | $3.49M | Buy |
37,100
+4,062
| +12% | +$382K | 2.78% | 16 |
|
|
2020
Q1 | $2.97M | Sell |
33,038
-1,135
| -3% | -$102K | 2.87% | 18 |
|
|
2019
Q4 | $4.76M | Sell |
34,173
-1,035
| -3% | -$144K | 3.48% | 8 |
|
|
2019
Q3 | $4.14M | Sell |
35,208
-120
| -0.3% | -$14.1K | 3.21% | 10 |
|
|
2019
Q2 | $3.95M | Sell |
35,328
-480
| -1% | -$53.7K | 3.13% | 9 |
|
|
2019
Q1 | $3.63M | Buy |
35,808
+533
| +2% | +$54K | 2.9% | 15 |
|
|
2018
Q4 | $3.44M | Sell |
35,275
-150
| -0.4% | -$14.6K | 2.97% | 12 |
|
|
2018
Q3 | $4M | Buy |
35,425
+150
| +0.4% | +$16.9K | 3.2% | 9 |
|
|
2018
Q2 | $3.68M | Sell |
35,275
-3,301
| -9% | -$344K | 3.21% | 9 |
|
|
2018
Q1 | $4.24M | Sell |
38,576
-125
| -0.3% | -$13.7K | 3.42% | 6 |
|
|
2017
Q4 | $4.14M | Buy |
+38,701
| New | +$4.14M | 3.49% | 6 |
|