Bender Robert & 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 | $745K | Sell |
2,570
-4
| -0.2% | -$1.16K | 0.17% | 27 |
|
|
2025
Q1 | $631K | Sell |
2,574
-180
| -7% | -$44.2K | 0.16% | 28 |
|
|
2024
Q4 | $660K | Sell |
2,754
-94
| -3% | -$22.5K | 0.16% | 30 |
|
|
2024
Q3 | $601K | Buy |
+2,848
| New | +$601K | 0.13% | 31 |
|
|
2024
Q2 | – | Sell |
-3,381
| Closed | -$677K | – | 24 |
|
|
2024
Q1 | $677K | Sell |
3,381
-145
| -4% | -$29K | 0.16% | 32 |
|
|
2023
Q4 | $600K | Sell |
3,526
-40
| -1% | -$6.8K | 0.15% | 35 |
|
|
2023
Q3 | $517K | Hold |
3,566
| – | – | 0.15% | 34 |
|
|
2023
Q2 | $519K | Sell |
3,566
-512
| -13% | -$74.5K | 0.14% | 38 |
|
|
2023
Q1 | $531K | Sell |
4,078
-56
| -1% | -$7.3K | 0.16% | 42 |
|
|
2022
Q4 | $554K | Hold |
4,134
| – | – | 0.21% | 39 |
|
|
2022
Q3 | $432K | Hold |
4,134
| – | – | 0.17% | 41 |
|
|
2022
Q2 | $466K | Sell |
4,134
-220
| -5% | -$24.8K | 0.18% | 39 |
|
|
2022
Q1 | $594K | Buy |
4,354
+93
| +2% | +$12.7K | 0.17% | 40 |
|
|
2021
Q4 | $697K | Hold |
4,261
| – | – | 0.2% | 35 |
|
|
2021
Q3 | $697K | Sell |
4,261
-18
| -0.4% | -$2.94K | 0.2% | 37 |
|
|
2021
Q2 | $666K | Hold |
4,279
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $651K | Buy |
4,279
+460
| +12% | +$70K | 0.21% | 36 |
|
|
2020
Q4 | $485K | Sell |
3,819
-10
| -0.3% | -$1.27K | 0.15% | 37 |
|
|
2020
Q3 | $369K | Sell |
3,829
-35
| -0.9% | -$3.37K | 0.13% | 39 |
|
|
2020
Q2 | $363K | Sell |
3,864
-220
| -5% | -$20.7K | 0.14% | 40 |
|
|
2020
Q1 | $368K | Sell |
4,084
-50
| -1% | -$4.51K | 0.2% | 40 |
|
|
2019
Q4 | $576K | Hold |
4,134
| – | – | 0.26% | 36 |
|
|
2019
Q3 | $487K | Hold |
4,134
| – | – | 0.24% | 37 |
|
|
2019
Q2 | $480K | Sell |
4,134
-40
| -1% | -$4.64K | 0.23% | 37 |
|
|
2019
Q1 | $423K | Sell |
4,174
-30
| -0.7% | -$3.04K | 0.21% | 38 |
|
|
2018
Q4 | $410K | Sell |
4,204
-70
| -2% | -$6.83K | 0.24% | 37 |
|
|
2018
Q3 | $482K | Sell |
4,274
-305
| -7% | -$34.4K | 0.22% | 36 |
|
|
2018
Q2 | $477K | Sell |
4,579
-15
| -0.3% | -$1.56K | 0.25% | 35 |
|
|
2018
Q1 | $505K | Sell |
4,594
-168
| -4% | -$18.5K | 0.28% | 34 |
|
|
2017
Q4 | $509K | Sell |
4,762
-230
| -5% | -$24.6K | 0.28% | 34 |
|
|
2017
Q3 | $477K | Sell |
4,992
-75
| -1% | -$7.17K | 0.27% | 35 |
|
|
2017
Q2 | $463K | Sell |
5,067
-165
| -3% | -$15.1K | 0.28% | 36 |
|
|
2017
Q1 | $460K | Sell |
5,232
-240
| -4% | -$21.1K | 0.3% | 37 |
|
|
2016
Q4 | $472K | Sell |
5,472
-145
| -3% | -$12.5K | 0.33% | 36 |
|
|
2016
Q3 | $374K | Buy |
5,617
+668
| +13% | +$44.5K | 0.25% | 39 |
|
|
2016
Q2 | $308K | Sell |
4,949
-170
| -3% | -$10.6K | 0.22% | 43 |
|
|
2016
Q1 | $303K | Sell |
5,119
-65
| -1% | -$3.85K | 0.21% | 44 |
|
|
2015
Q4 | $342K | Buy |
5,184
+145
| +3% | +$9.57K | 0.22% | 41 |
|
|
2015
Q3 | $307K | Buy |
5,039
+65
| +1% | +$3.96K | 0.21% | 40 |
|
|
2015
Q2 | $337K | Buy |
4,974
+190
| +4% | +$12.9K | 0.2% | 41 |
|
|
2015
Q1 | $289K | Sell |
4,784
-45
| -0.9% | -$2.72K | 0.17% | 47 |
|
|
2014
Q4 | $302K | Buy |
4,829
+400
| +9% | +$25K | 0.2% | 44 |
|
|
2014
Q3 | $267K | Sell |
4,429
-150
| -3% | -$9.04K | 0.19% | 51 |
|
|
2014
Q2 | $264K | Buy |
4,579
+185
| +4% | +$10.7K | 0.19% | 48 |
|
|
2014
Q1 | $267 | Sell |
4,394
-180
| -4% | -$11 | 0.18% | 49 |
|
|
2013
Q4 | $267K | Buy |
4,574
+40
| +0.9% | +$2.34K | 0.2% | 50 |
|
|
2013
Q3 | $234K | Buy |
4,534
+70
| +2% | +$3.61K | 0.18% | 53 |
|
|
2013
Q2 | $236K | Buy |
+4,464
| New | +$236K | 0.2% | 51 |
|