Biondo Investment 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 | $24.2M | Sell |
83,362
-529
| -0.6% | -$153K | 3.19% | 8 |
|
|
2025
Q1 | $20.6M | Sell |
83,891
-4,255
| -5% | -$1.04M | 2.92% | 8 |
|
|
2024
Q4 | $21.1M | Sell |
88,146
-1,659
| -2% | -$398K | 2.91% | 7 |
|
|
2024
Q3 | $18.9M | Sell |
89,805
-418
| -0.5% | -$88.1K | 2.6% | 9 |
|
|
2024
Q2 | $18.2M | Buy |
90,223
+690
| +0.8% | +$140K | 2.7% | 10 |
|
|
2024
Q1 | $17.9M | Sell |
89,533
-395
| -0.4% | -$79.1K | 2.77% | 9 |
|
|
2023
Q4 | $15.3M | Sell |
89,928
-1,418
| -2% | -$241K | 2.6% | 10 |
|
|
2023
Q3 | $13.2M | Buy |
91,346
+927
| +1% | +$134K | 2.5% | 11 |
|
|
2023
Q2 | $13.2M | Buy |
90,419
+51
| +0.1% | +$7.42K | 2.43% | 12 |
|
|
2023
Q1 | $11.8M | Sell |
90,368
-415
| -0.5% | -$54.1K | 2.38% | 12 |
|
|
2022
Q4 | $12.2M | Sell |
90,783
-1,760
| -2% | -$236K | 2.71% | 7 |
|
|
2022
Q3 | $9.67M | Buy |
92,543
+1,711
| +2% | +$179K | 2.23% | 12 |
|
|
2022
Q2 | $10.2M | Buy |
90,832
+3,040
| +3% | +$342K | 2.25% | 15 |
|
|
2022
Q1 | $12M | Buy |
87,792
+1,043
| +1% | +$142K | 2.11% | 14 |
|
|
2021
Q4 | $13.7M | Sell |
86,749
-225
| -0.3% | -$35.6K | 2.29% | 15 |
|
|
2021
Q3 | $14.2M | Buy |
86,974
+566
| +0.7% | +$92.7K | 2.44% | 11 |
|
|
2021
Q2 | $13.4M | Buy |
86,408
+1,476
| +2% | +$230K | 2.31% | 14 |
|
|
2021
Q1 | $12.9M | Sell |
84,932
-2,437
| -3% | -$371K | 2.57% | 10 |
|
|
2020
Q4 | $11.1M | Sell |
87,369
-500
| -0.6% | -$63.5K | 2.13% | 14 |
|
|
2020
Q3 | $8.46M | Buy |
87,869
+1,791
| +2% | +$172K | 1.83% | 17 |
|
|
2020
Q2 | $8.1M | Buy |
86,078
+1,493
| +2% | +$140K | 2.04% | 13 |
|
|
2020
Q1 | $7.62M | Sell |
84,585
-2,258
| -3% | -$203K | 2.52% | 13 |
|
|
2019
Q4 | $12.1M | Sell |
86,843
-1,400
| -2% | -$195K | 2.79% | 11 |
|
|
2019
Q3 | $10.4M | Sell |
88,243
-830
| -0.9% | -$97.7K | 2.65% | 10 |
|
|
2019
Q2 | $9.96M | Sell |
89,073
-1,615
| -2% | -$181K | 2.36% | 11 |
|
|
2019
Q1 | $9.18M | Sell |
90,688
-702
| -0.8% | -$71.1K | 2.3% | 12 |
|
|
2018
Q4 | $8.92M | Sell |
91,390
-1,805
| -2% | -$176K | 2.69% | 10 |
|
|
2018
Q3 | $10.5M | Buy |
93,195
+2,172
| +2% | +$245K | 2.5% | 10 |
|
|
2018
Q2 | $9.49M | Buy |
91,023
+1,080
| +1% | +$113K | 2.39% | 10 |
|
|
2018
Q1 | $9.89M | Sell |
89,943
-2,935
| -3% | -$323K | 2.58% | 10 |
|
|
2017
Q4 | $9.93M | Sell |
92,878
-855
| -0.9% | -$91.4K | 2.51% | 11 |
|
|
2017
Q3 | $8.95M | Sell |
93,733
-3,268
| -3% | -$312K | 2.46% | 11 |
|
|
2017
Q2 | $8.87M | Sell |
97,001
-32,744
| -25% | -$2.99M | 2.56% | 11 |
|
|
2017
Q1 | $8.06M | Buy |
129,745
+2,332
| +2% | +$145K | 2.88% | 9 |
|
|
2016
Q4 | $11M | Sell |
127,413
-3,580
| -3% | -$309K | 3.64% | 8 |
|
|
2016
Q3 | $8.72M | Buy |
130,993
+953
| +0.7% | +$63.5K | 2.95% | 8 |
|
|
2016
Q2 | $8.08M | Buy |
130,040
+1,113
| +0.9% | +$69.2K | 2.88% | 9 |
|
|
2016
Q1 | $7.64M | Sell |
128,927
-690
| -0.5% | -$40.9K | 2.89% | 10 |
|
|
2015
Q4 | $8.56M | Sell |
129,617
-1,137
| -0.9% | -$75.1K | 2.84% | 9 |
|
|
2015
Q3 | $7.97M | Sell |
130,754
-5,468
| -4% | -$333K | 2.65% | 11 |
|
|
2015
Q2 | $9.23M | Sell |
136,222
-245
| -0.2% | -$16.6K | 2.77% | 11 |
|
|
2015
Q1 | $8.27M | Buy |
136,467
+5,978
| +5% | +$362K | 2.45% | 13 |
|
|
2014
Q4 | $8.17M | Sell |
130,489
-430
| -0.3% | -$26.9K | 2.46% | 13 |
|
|
2014
Q3 | $7.89M | Buy |
130,919
+335
| +0.3% | +$20.2K | 2.42% | 12 |
|
|
2014
Q2 | $7.52M | Buy |
130,584
+867
| +0.7% | +$50K | 2.37% | 14 |
|
|
2014
Q1 | $7.88M | Buy |
129,717
+2,857
| +2% | +$173K | 2.61% | 13 |
|
|
2013
Q4 | $7.42M | Sell |
126,860
-1,793
| -1% | -$105K | 2.53% | 13 |
|
|
2013
Q3 | $6.65M | Buy |
128,653
+2,778
| +2% | +$144K | 2.52% | 12 |
|
|
2013
Q2 | $6.65M | Buy |
+125,875
| New | +$6.65M | 2.88% | 10 |
|