Bennett Selby Investments’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 | $2.59M | Hold |
8,917
| – | – | 0.92% | 24 |
|
|
2025
Q1 | $2.19M | Sell |
8,917
-49
| -0.5% | -$12K | 0.86% | 23 |
|
|
2024
Q4 | $2.15M | Buy |
8,966
+59
| +0.7% | +$14.1K | 0.85% | 23 |
|
|
2024
Q3 | $1.88M | Hold |
8,907
| – | – | 0.79% | 24 |
|
|
2024
Q2 | $1.8M | Buy |
8,907
+1
| +0% | +$202 | 0.81% | 23 |
|
|
2024
Q1 | $1.78M | Sell |
8,906
-16
| -0.2% | -$3.21K | 0.83% | 24 |
|
|
2023
Q4 | $1.52M | Sell |
8,922
-179
| -2% | -$30.4K | 0.78% | 25 |
|
|
2023
Q3 | $1.32M | Sell |
9,101
-171
| -2% | -$24.8K | 0.77% | 25 |
|
|
2023
Q2 | $1.35M | Hold |
9,272
| – | – | 0.78% | 25 |
|
|
2023
Q1 | $1.21M | Sell |
9,272
-1
| -0% | -$130 | 0.79% | 26 |
|
|
2022
Q4 | $1.24M | Buy |
9,273
+19
| +0.2% | +$2.55K | 0.93% | 24 |
|
|
2022
Q3 | $967K | Buy |
9,254
+204
| +2% | +$21.3K | 0.77% | 23 |
|
|
2022
Q2 | $1.02M | Sell |
9,050
-1,415
| -14% | -$159K | 0.79% | 24 |
|
|
2022
Q1 | $1.43M | Buy |
10,465
+1,088
| +12% | +$148K | 0.86% | 24 |
|
|
2021
Q4 | $1.49M | Buy |
9,377
+3
| +0% | +$475 | 0.86% | 23 |
|
|
2021
Q3 | $1.53M | Sell |
9,374
-28
| -0.3% | -$4.58K | 1% | 21 |
|
|
2021
Q2 | $1.46M | Hold |
9,402
| – | – | 0.99% | 23 |
|
|
2021
Q1 | $1.43M | Buy |
9,402
+1
| +0% | +$152 | 1.11% | 21 |
|
|
2020
Q4 | $1.2M | Buy |
+9,401
| New | +$1.2M | 1.02% | 21 |
|