Benson Investment Management Company’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 | $1.44M | Hold |
4,950
| – | – | 0.54% | 46 |
|
|
2025
Q1 | $1.21M | Hold |
4,950
| – | – | 0.53% | 43 |
|
|
2024
Q4 | $1.19M | Hold |
4,950
| – | – | 0.49% | 42 |
|
|
2024
Q3 | $1.04M | Hold |
4,950
| – | – | 0.41% | 45 |
|
|
2024
Q2 | $1M | Hold |
4,950
| – | – | 0.41% | 45 |
|
|
2024
Q1 | $991K | Hold |
4,950
| – | – | 0.42% | 45 |
|
|
2023
Q4 | $842K | Hold |
4,950
| – | – | 0.43% | 41 |
|
|
2023
Q3 | $718K | Hold |
4,950
| – | – | 0.4% | 43 |
|
|
2023
Q2 | $720K | Hold |
4,950
| – | – | 0.4% | 43 |
|
|
2023
Q1 | $645K | Hold |
4,950
| – | – | 0.37% | 46 |
|
|
2022
Q4 | $664K | Hold |
4,950
| – | – | 0.39% | 45 |
|
|
2022
Q3 | $517K | Hold |
4,950
| – | – | 0.36% | 40 |
|
|
2022
Q2 | $557K | Hold |
4,950
| – | – | 0.35% | 42 |
|
|
2022
Q1 | $675K | Hold |
4,950
| – | – | 0.34% | 41 |
|
|
2021
Q4 | $784K | Hold |
4,950
| – | – | 0.38% | 39 |
|
|
2021
Q3 | $810K | Hold |
4,950
| – | – | 0.42% | 46 |
|
|
2021
Q2 | $770K | Hold |
4,950
| – | – | 0.39% | 45 |
|
|
2021
Q1 | $754K | Hold |
4,950
| – | – | 0.44% | 39 |
|
|
2020
Q4 | $629K | Sell |
4,950
-35,365
| -88% | -$4.49M | 0.38% | 36 |
|
|
2020
Q3 | $3.88M | Buy |
40,315
+35
| +0.1% | +$3.37K | 2.49% | 19 |
|
|
2020
Q2 | $3.79M | Buy |
40,280
+9,345
| +30% | +$879K | 2.61% | 12 |
|
|
2020
Q1 | $2.79M | Buy |
30,935
+340
| +1% | +$30.6K | 2.23% | 31 |
|
|
2019
Q4 | $4.27M | Buy |
30,595
+140
| +0.5% | +$19.5K | 2.75% | 10 |
|
|
2019
Q3 | $3.58M | Sell |
30,455
-780
| -2% | -$91.8K | 2.58% | 17 |
|
|
2019
Q2 | $3.49M | Sell |
31,235
-886
| -3% | -$99.1K | 2.63% | 17 |
|
|
2019
Q1 | $3.25M | Buy |
32,121
+335
| +1% | +$33.9K | 2.51% | 19 |
|
|
2018
Q4 | $3.1M | Buy |
31,786
+4,595
| +17% | +$449K | 2.63% | 12 |
|
|
2018
Q3 | $3.07M | Sell |
27,191
-80
| -0.3% | -$9.03K | 2.3% | 21 |
|
|
2018
Q2 | $2.84M | Buy |
27,271
+45
| +0.2% | +$4.69K | 2.23% | 21 |
|
|
2018
Q1 | $2.99M | Sell |
27,226
-20
| -0.1% | -$2.2K | 2.42% | 12 |
|
|
2017
Q4 | $2.91M | Buy |
27,246
+125
| +0.5% | +$13.4K | 2.17% | 15 |
|
|
2017
Q3 | $2.59M | Buy |
27,121
+190
| +0.7% | +$18.1K | 2.13% | 17 |
|
|
2017
Q2 | $2.46M | Buy |
26,931
+345
| +1% | +$31.5K | 2.22% | 12 |
|
|
2017
Q1 | $2.34M | Buy |
26,586
+21,260
| +399% | +$1.87M | 2.3% | 18 |
|
|
2016
Q4 | $460K | Buy |
+5,326
| New | +$460K | 0.46% | 46 |
|