Beck Capital 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 | $3.99M | Sell |
13,751
-653
| -5% | -$189K | 1% | 39 |
|
|
2025
Q1 | $3.53M | Sell |
14,404
-61
| -0.4% | -$15K | 1.04% | 37 |
|
|
2024
Q4 | $3.47M | Buy |
14,465
+151
| +1% | +$36.2K | 0.92% | 41 |
|
|
2024
Q3 | $3.02M | Buy |
14,314
+937
| +7% | +$198K | 0.81% | 43 |
|
|
2024
Q2 | $2.71M | Buy |
13,377
+281
| +2% | +$56.8K | 0.75% | 47 |
|
|
2024
Q1 | $2.62M | Buy |
13,096
+194
| +2% | +$38.9K | 0.75% | 52 |
|
|
2023
Q4 | $2.19M | Sell |
12,902
-63
| -0.5% | -$10.7K | 0.75% | 51 |
|
|
2023
Q3 | $1.88M | Sell |
12,965
-6,815
| -34% | -$988K | 0.72% | 56 |
|
|
2023
Q2 | $2.88M | Sell |
19,780
-996
| -5% | -$145K | 1.13% | 30 |
|
|
2023
Q1 | $2.71M | Buy |
+20,776
| New | +$2.71M | 1.15% | 25 |
|
|
2021
Q3 | – | Sell |
-10,581
| Closed | -$1.65M | – | 146 |
|
|
2021
Q2 | $1.65M | Buy |
+10,581
| New | +$1.65M | 0.55% | 65 |
|
|
2020
Q3 | – | Sell |
-18,643
| Closed | -$1.75M | – | 79 |
|
|
2020
Q2 | $1.75M | Buy |
+18,643
| New | +$1.75M | 0.89% | 48 |
|
|
2020
Q1 | – | Sell |
-3,487
| Closed | -$486K | – | 92 |
|
|
2019
Q4 | $486K | Buy |
+3,487
| New | +$486K | 0.24% | 72 |
|
|
2019
Q1 | – | Sell |
-35,969
| Closed | -$3.51M | – | 105 |
|
|
2018
Q4 | $3.51M | Sell |
35,969
-3,350
| -9% | -$327K | 3.01% | 10 |
|
|
2018
Q3 | $4.44M | Sell |
39,319
-278
| -0.7% | -$31.4K | 1.91% | 20 |
|
|
2018
Q2 | $4.13M | Sell |
39,597
-1,648
| -4% | -$172K | 1.99% | 18 |
|
|
2018
Q1 | $4.54M | Buy |
41,245
+1,187
| +3% | +$131K | 2.09% | 14 |
|
|
2017
Q4 | $4.28M | Buy |
40,058
+1,720
| +4% | +$184K | 1.89% | 16 |
|
|
2017
Q3 | $3.66M | Buy |
38,338
+2,132
| +6% | +$204K | 1.75% | 25 |
|
|
2017
Q2 | $3.16M | Buy |
36,206
+1,618
| +5% | +$141K | 1.62% | 23 |
|
|
2017
Q1 | $3.04M | Buy |
34,588
+2,528
| +8% | +$222K | 1.6% | 24 |
|
|
2016
Q4 | $2.77M | Buy |
+32,060
| New | +$2.77M | 1.55% | 27 |
|
|
2016
Q2 | – | Sell |
-40,785
| Closed | -$2.42M | – | 117 |
|
|
2016
Q1 | $2.42M | Buy |
40,785
+29,036
| +247% | +$1.72M | 1.67% | 28 |
|
|
2015
Q4 | $776K | Sell |
11,749
-504
| -4% | -$33.3K | 0.46% | 58 |
|
|
2015
Q3 | $760K | Sell |
12,253
-130
| -1% | -$8.06K | 0.53% | 48 |
|
|
2015
Q2 | $839K | Buy |
12,383
+2,626
| +27% | +$178K | 0.45% | 61 |
|
|
2015
Q1 | $591K | Buy |
9,757
+2,000
| +26% | +$121K | 0.34% | 71 |
|
|
2014
Q4 | $485K | Sell |
7,757
-2,480
| -24% | -$155K | 0.28% | 85 |
|
|
2014
Q3 | $605K | Buy |
10,237
+2,535
| +33% | +$150K | 0.43% | 69 |
|
|
2014
Q2 | $444K | Sell |
7,702
-3,785
| -33% | -$218K | 0.3% | 100 |
|
|
2014
Q1 | $697K | Buy |
11,487
+7,695
| +203% | +$467K | 0.53% | 68 |
|
|
2013
Q4 | $211K | Buy |
+3,792
| New | +$211K | 0.17% | 136 |
|