Black Diamond Financial’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 | $2.12M | Sell |
7,312
-212
| -3% | -$61.5K | 0.33% | 49 |
|
|
2025
Q1 | $1.85M | Buy |
7,524
+61
| +0.8% | +$15K | 0.28% | 51 |
|
|
2024
Q4 | $1.79M | Sell |
7,463
-107
| -1% | -$25.6K | 0.27% | 53 |
|
|
2024
Q3 | $1.6M | Buy |
7,570
+1,349
| +22% | +$284K | 0.27% | 53 |
|
|
2024
Q2 | $1.26M | Buy |
6,221
+543
| +10% | +$110K | 0.24% | 56 |
|
|
2024
Q1 | $966K | Hold |
5,678
| – | – | 0.26% | 48 |
|
|
2023
Q4 | $966K | Buy |
5,678
+163
| +3% | +$27.7K | 0.26% | 48 |
|
|
2023
Q3 | $800K | Buy |
5,515
+217
| +4% | +$31.5K | 0.25% | 50 |
|
|
2023
Q2 | $771K | Sell |
5,298
-432
| -8% | -$62.8K | 0.23% | 54 |
|
|
2023
Q1 | $747K | Buy |
5,730
+427
| +8% | +$55.6K | 0.25% | 50 |
|
|
2022
Q4 | $711K | Buy |
5,303
+1
| +0% | +$134 | 0.26% | 48 |
|
|
2022
Q3 | $554K | Sell |
5,302
-735
| -12% | -$76.8K | 0.22% | 54 |
|
|
2022
Q2 | $680K | Sell |
6,037
-829
| -12% | -$93.4K | 0.27% | 52 |
|
|
2022
Q1 | $936K | Buy |
6,866
+1,160
| +20% | +$158K | 0.3% | 48 |
|
|
2021
Q4 | $904K | Sell |
5,706
-37
| -0.6% | -$5.86K | 0.3% | 41 |
|
|
2021
Q3 | $940K | Sell |
5,743
-109
| -2% | -$17.8K | 0.45% | 38 |
|
|
2021
Q2 | $910K | Hold |
5,852
| – | – | 0.36% | 39 |
|
|
2021
Q1 | $891K | Hold |
5,852
| – | – | 0.38% | 37 |
|
|
2020
Q4 | $744K | Sell |
5,852
-884
| -13% | -$112K | 0.34% | 40 |
|
|
2020
Q3 | $648K | Buy |
6,736
+110
| +2% | +$10.6K | 0.36% | 39 |
|
|
2020
Q2 | $623K | Sell |
6,626
-225
| -3% | -$21.2K | 0.41% | 38 |
|
|
2020
Q1 | $617K | Buy |
6,851
+4,987
| +268% | +$449K | 0.47% | 38 |
|
|
2019
Q4 | $260K | Hold |
1,864
| – | – | 0.19% | 56 |
|
|
2019
Q3 | $219K | Hold |
1,864
| – | – | 0.16% | 64 |
|
|
2019
Q2 | $208K | Buy |
+1,864
| New | +$208K | 0.18% | 56 |
|