Beech Hill Advisors’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 | $3.5M | Sell |
12,057
-2,496
| -17% | -$724K | 1.57% | 23 |
|
|
2025
Q1 | $3.57M | Sell |
14,553
-250
| -2% | -$61.3K | 1.42% | 27 |
|
|
2024
Q4 | $3.55M | Sell |
14,803
-4,083
| -22% | -$979K | 1.33% | 29 |
|
|
2024
Q3 | $3.98M | Sell |
18,886
-726
| -4% | -$153K | 1.51% | 25 |
|
|
2024
Q2 | $3.97M | Sell |
19,612
-139
| -0.7% | -$28.1K | 1.64% | 21 |
|
|
2024
Q1 | $3.96M | Buy |
19,751
+2,720
| +16% | +$545K | 1.64% | 21 |
|
|
2023
Q4 | $2.9M | Sell |
17,031
-3,818
| -18% | -$649K | 1.4% | 30 |
|
|
2023
Q3 | $3.02M | Sell |
20,849
-1,473
| -7% | -$214K | 1.52% | 29 |
|
|
2023
Q2 | $3.25M | Sell |
22,322
-493
| -2% | -$71.7K | 1.58% | 26 |
|
|
2023
Q1 | $2.97M | Buy |
22,815
+2,504
| +12% | +$326K | 1.5% | 31 |
|
|
2022
Q4 | $2.72M | Buy |
20,311
+157
| +0.8% | +$21.1K | 1.51% | 28 |
|
|
2022
Q3 | $2.11M | Buy |
20,154
+292
| +1% | +$30.5K | 1.21% | 37 |
|
|
2022
Q2 | $2.24M | Buy |
19,862
+16,100
| +428% | +$1.81M | 1.2% | 36 |
|
|
2022
Q1 | $513K | Hold |
3,762
| – | – | 0.21% | 74 |
|
|
2021
Q4 | $596K | Hold |
3,762
| – | – | 0.23% | 73 |
|
|
2021
Q3 | $616K | Hold |
3,762
| – | – | 0.26% | 68 |
|
|
2021
Q2 | $585K | Hold |
3,762
| – | – | 0.24% | 67 |
|
|
2021
Q1 | $573K | Sell |
3,762
-1,800
| -32% | -$274K | 0.24% | 66 |
|
|
2020
Q4 | $707K | Sell |
5,562
-3,000
| -35% | -$381K | 0.31% | 57 |
|
|
2020
Q3 | $824K | Buy |
8,562
+3,202
| +60% | +$308K | 0.41% | 53 |
|
|
2020
Q2 | $504K | Hold |
5,360
| – | – | 0.26% | 61 |
|
|
2020
Q1 | $483K | Hold |
5,360
| – | – | 0.33% | 53 |
|
|
2019
Q4 | $747K | Hold |
5,360
| – | – | 0.35% | 46 |
|
|
2019
Q3 | $631K | Sell |
5,360
-500
| -9% | -$58.9K | 0.34% | 50 |
|
|
2019
Q2 | $655K | Hold |
5,860
| – | – | 0.34% | 51 |
|
|
2019
Q1 | $593K | Sell |
5,860
-33,685
| -85% | -$3.41M | 0.37% | 48 |
|
|
2018
Q4 | $3.86M | Buy |
39,545
+34,130
| +630% | +$3.33M | 2.4% | 16 |
|
|
2018
Q3 | $611K | Hold |
5,415
| – | – | 0.32% | 50 |
|
|
2018
Q2 | $564K | Hold |
5,415
| – | – | 0.32% | 49 |
|
|
2018
Q1 | $595K | Sell |
5,415
-150
| -3% | -$16.5K | 0.31% | 50 |
|
|
2017
Q4 | $595K | Hold |
5,565
| – | – | 0.29% | 59 |
|
|
2017
Q3 | $532K | Hold |
5,565
| – | – | 0.28% | 54 |
|
|
2017
Q2 | $509K | Buy |
5,565
+150
| +3% | +$13.7K | 0.28% | 56 |
|
|
2017
Q1 | $476K | Buy |
5,415
+400
| +8% | +$35.2K | 0.27% | 55 |
|
|
2016
Q4 | $433K | Hold |
5,015
| – | – | 0.26% | 57 |
|
|
2016
Q3 | $334K | Hold |
5,015
| – | – | 0.2% | 61 |
|
|
2016
Q2 | $312K | Hold |
5,015
| – | – | 0.21% | 56 |
|
|
2016
Q1 | $297K | Sell |
5,015
-250
| -5% | -$14.8K | 0.23% | 51 |
|
|
2015
Q4 | $348K | Sell |
5,265
-400
| -7% | -$26.4K | 0.22% | 66 |
|
|
2015
Q3 | $345K | Sell |
5,665
-3,175
| -36% | -$193K | 0.22% | 70 |
|
|
2015
Q2 | $599K | Buy |
8,840
+1,930
| +28% | +$131K | 0.31% | 51 |
|
|
2015
Q1 | $419K | Hold |
6,910
| – | – | 0.2% | 80 |
|
|
2014
Q4 | $432K | Sell |
6,910
-8,285
| -55% | -$518K | 0.22% | 80 |
|
|
2014
Q3 | $915K | Buy |
15,195
+1,725
| +13% | +$104K | 0.43% | 46 |
|
|
2014
Q2 | $776K | Buy |
13,470
+450
| +3% | +$25.9K | 0.34% | 57 |
|
|
2014
Q1 | $790K | Buy |
13,020
+6,750
| +108% | +$410K | 0.37% | 54 |
|
|
2013
Q4 | $367K | Hold |
6,270
| – | – | 0.19% | 100 |
|
|
2013
Q3 | $324K | Sell |
6,270
-317
| -5% | -$16.4K | 0.18% | 93 |
|
|
2013
Q2 | $348K | Buy |
+6,587
| New | +$348K | 0.2% | 83 |
|