Birmingham Capital Management’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 | $2.24M | Sell |
7,735
-3,470
| -31% | -$1.01M | 0.99% | 32 |
|
|
2025
Q1 | $2.75M | Sell |
11,205
-1,397
| -11% | -$343K | 1.03% | 31 |
|
|
2024
Q4 | $3.02M | Sell |
12,602
-1,027
| -8% | -$246K | 1.12% | 30 |
|
|
2024
Q3 | $2.87M | Sell |
13,629
-150
| -1% | -$31.6K | 1.05% | 30 |
|
|
2024
Q2 | $2.79M | Sell |
13,779
-790
| -5% | -$160K | 1.09% | 31 |
|
|
2024
Q1 | $2.92M | Sell |
14,569
-583
| -4% | -$117K | 1.07% | 30 |
|
|
2023
Q4 | $2.58M | Sell |
15,152
-550
| -4% | -$93.6K | 1.02% | 33 |
|
|
2023
Q3 | $2.28M | Buy |
15,702
+3,845
| +32% | +$558K | 0.94% | 36 |
|
|
2023
Q2 | $1.72M | Sell |
11,857
-3,670
| -24% | -$534K | 0.72% | 38 |
|
|
2023
Q1 | $2.02M | Buy |
15,527
+110
| +0.7% | +$14.3K | 0.81% | 39 |
|
|
2022
Q4 | $2.07M | Buy |
15,417
+220
| +1% | +$29.5K | 0.78% | 40 |
|
|
2022
Q3 | $1.59M | Buy |
15,197
+147
| +1% | +$15.4K | 0.7% | 40 |
|
|
2022
Q2 | $1.7M | Buy |
15,050
+80
| +0.5% | +$9.01K | 0.68% | 40 |
|
|
2022
Q1 | $2.04M | Sell |
14,970
-750
| -5% | -$102K | 0.71% | 42 |
|
|
2021
Q4 | $2.49M | Sell |
15,720
-125
| -0.8% | -$19.8K | 0.9% | 38 |
|
|
2021
Q3 | $2.59M | Sell |
15,845
-80
| -0.5% | -$13.1K | 0.99% | 38 |
|
|
2021
Q2 | $2.48M | Sell |
15,925
-652
| -4% | -$101K | 0.91% | 39 |
|
|
2021
Q1 | $2.52M | Sell |
16,577
-185
| -1% | -$28.2K | 0.94% | 39 |
|
|
2020
Q4 | $2.13M | Sell |
16,762
-126
| -0.7% | -$16K | 0.88% | 39 |
|
|
2020
Q3 | $1.63M | Buy |
16,888
+180
| +1% | +$17.3K | 0.74% | 41 |
|
|
2020
Q2 | $1.57M | Buy |
16,708
+375
| +2% | +$35.3K | 0.77% | 40 |
|
|
2020
Q1 | $1.47M | Buy |
16,333
+1,195
| +8% | +$108K | 0.81% | 37 |
|
|
2019
Q4 | $2.11M | Sell |
15,138
-1,525
| -9% | -$213K | 0.94% | 38 |
|
|
2019
Q3 | $1.96M | Sell |
16,663
-620
| -4% | -$73K | 0.9% | 37 |
|
|
2019
Q2 | $1.93M | Sell |
17,283
-150
| -0.9% | -$16.8K | 0.87% | 42 |
|
|
2019
Q1 | $1.77M | Sell |
17,433
-400
| -2% | -$40.5K | 0.79% | 42 |
|
|
2018
Q4 | $1.74M | Sell |
17,833
-30
| -0.2% | -$2.93K | 0.85% | 39 |
|
|
2018
Q3 | $2.02M | Sell |
17,863
-830
| -4% | -$93.7K | 0.83% | 43 |
|
|
2018
Q2 | $1.95M | Sell |
18,693
-700
| -4% | -$72.9K | 0.84% | 42 |
|
|
2018
Q1 | $2.13M | Sell |
19,393
-375
| -2% | -$41.2K | 0.88% | 41 |
|
|
2017
Q4 | $2.11M | Sell |
19,768
-1,855
| -9% | -$198K | 0.81% | 44 |
|
|
2017
Q3 | $2.07M | Sell |
21,623
-1,600
| -7% | -$153K | 0.82% | 43 |
|
|
2017
Q2 | $2.12M | Hold |
23,223
| – | – | 0.86% | 43 |
|
|
2017
Q1 | $2.04M | Sell |
23,223
-50
| -0.2% | -$4.39K | 0.83% | 43 |
|
|
2016
Q4 | $2.01M | Sell |
23,273
-890
| -4% | -$76.8K | 0.85% | 43 |
|
|
2016
Q3 | $1.5M | Hold |
24,163
| – | – | 0.66% | 43 |
|
|
2016
Q2 | $1.5M | Sell |
24,163
-9,983
| -29% | -$620K | 0.66% | 43 |
|
|
2016
Q1 | $2.02M | Sell |
34,146
-3,290
| -9% | -$195K | 0.82% | 42 |
|
|
2015
Q4 | $2.47M | Sell |
37,436
-300
| -0.8% | -$19.8K | 1.01% | 39 |
|
|
2015
Q3 | $2.3M | Hold |
37,736
| – | – | 1% | 40 |
|
|
2015
Q2 | $2.56M | Sell |
37,736
-2,250
| -6% | -$152K | 1% | 40 |
|
|
2015
Q1 | $2.42M | Buy |
39,986
+200
| +0.5% | +$12.1K | 0.92% | 39 |
|
|
2014
Q4 | $2.49M | Hold |
39,786
| – | – | 0.96% | 38 |
|
|
2014
Q3 | $2.4M | Buy |
39,786
+175
| +0.4% | +$10.5K | 0.91% | 40 |
|
|
2014
Q2 | $2.28M | Buy |
39,611
+600
| +2% | +$34.6K | 0.83% | 41 |
|
|
2014
Q1 | $2.37M | Buy |
39,011
+229
| +0.6% | +$13.9K | 0.9% | 41 |
|
|
2013
Q4 | $2.27M | Sell |
38,782
-1,487
| -4% | -$87K | 0.86% | 41 |
|
|
2013
Q3 | $2.08M | Sell |
40,269
-1,508
| -4% | -$78K | 0.83% | 42 |
|
|
2013
Q2 | $2.21M | Buy |
+41,777
| New | +$2.21M | 0.92% | 40 |
|