Blue Chip Partners’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 | $44.6M | Sell |
153,793
-14,087
| -8% | -$4.08M | 3.63% | 5 |
|
|
2025
Q1 | $41.2M | Sell |
167,880
-3,120
| -2% | -$765K | 3.55% | 3 |
|
|
2024
Q4 | $41M | Sell |
171,000
-3,980
| -2% | -$954K | 3.52% | 6 |
|
|
2024
Q3 | $36.9M | Sell |
174,980
-3,914
| -2% | -$825K | 3.21% | 6 |
|
|
2024
Q2 | $36.2M | Buy |
178,894
+1,452
| +0.8% | +$294K | 3.34% | 6 |
|
|
2024
Q1 | $35.5M | Sell |
177,442
-3,653
| -2% | -$732K | 3.45% | 4 |
|
|
2023
Q4 | $30.8M | Buy |
181,095
+5,101
| +3% | +$868K | 3.21% | 5 |
|
|
2023
Q3 | $25.5M | Buy |
175,994
+1,379
| +0.8% | +$200K | 3.04% | 9 |
|
|
2023
Q2 | $25.4M | Buy |
174,615
+3,306
| +2% | +$481K | 2.89% | 7 |
|
|
2023
Q1 | $22.3M | Buy |
171,309
+1,553
| +0.9% | +$202K | 2.65% | 11 |
|
|
2022
Q4 | $22.8M | Buy |
169,756
+195
| +0.1% | +$26.2K | 2.83% | 8 |
|
|
2022
Q3 | $17.7M | Buy |
169,561
+6,551
| +4% | +$685K | 2.43% | 14 |
|
|
2022
Q2 | $18.4M | Buy |
163,010
+6,186
| +4% | +$697K | 2.34% | 14 |
|
|
2022
Q1 | $21.4M | Buy |
156,824
+3,990
| +3% | +$544K | 2.66% | 11 |
|
|
2021
Q4 | $24.2M | Buy |
152,834
+2,831
| +2% | +$448K | 3.04% | 11 |
|
|
2021
Q3 | $24.6M | Buy |
150,003
+2,197
| +1% | +$360K | 3.45% | 5 |
|
|
2021
Q2 | $23M | Buy |
147,806
+1,535
| +1% | +$239K | 3.28% | 6 |
|
|
2021
Q1 | $22.3M | Sell |
146,271
-7,623
| -5% | -$1.16M | 3.42% | 5 |
|
|
2020
Q4 | $19.6M | Buy |
153,894
+14,372
| +10% | +$1.83M | 3.06% | 7 |
|
|
2020
Q3 | $13.4M | Buy |
139,522
+7,480
| +6% | +$720K | 2.39% | 20 |
|
|
2020
Q2 | $12.4M | Buy |
132,042
+12,293
| +10% | +$1.16M | 2.43% | 18 |
|
|
2020
Q1 | $10.8M | Sell |
119,749
-3,894
| -3% | -$351K | 2.68% | 14 |
|
|
2019
Q4 | $17.2M | Buy |
123,643
+5,105
| +4% | +$712K | 3.28% | 3 |
|
|
2019
Q3 | $14M | Buy |
118,538
+2,963
| +3% | +$349K | 2.95% | 3 |
|
|
2019
Q2 | $12.9M | Buy |
115,575
+4,044
| +4% | +$452K | 2.9% | 3 |
|
|
2019
Q1 | $11.3M | Buy |
111,531
+9,719
| +10% | +$984K | 2.67% | 6 |
|
|
2018
Q4 | $9.94M | Sell |
101,812
-4,088
| -4% | -$399K | 2.5% | 7 |
|
|
2018
Q3 | $12M | Buy |
105,900
+2,649
| +3% | +$299K | 2.91% | 3 |
|
|
2018
Q2 | $10.8M | Buy |
103,251
+4,189
| +4% | +$437K | 2.85% | 3 |
|
|
2018
Q1 | $10.9M | Buy |
99,062
+1,456
| +1% | +$160K | 3.02% | 3 |
|
|
2017
Q4 | $10.4M | Buy |
97,606
+2,498
| +3% | +$267K | 3.09% | 3 |
|
|
2017
Q3 | $9.08M | Buy |
95,108
+2,546
| +3% | +$243K | 2.93% | 3 |
|
|
2017
Q2 | $8.46M | Buy |
92,562
+6,310
| +7% | +$577K | 2.95% | 4 |
|
|
2017
Q1 | $7.58M | Buy |
86,252
+2,337
| +3% | +$205K | 2.87% | 4 |
|
|
2016
Q4 | $7.24M | Buy |
83,915
+7,624
| +10% | +$658K | 2.84% | 4 |
|
|
2016
Q3 | $5.08M | Buy |
76,291
+5,381
| +8% | +$358K | 2.24% | 11 |
|
|
2016
Q2 | $4.41M | Buy |
70,910
+1,417
| +2% | +$88K | 1.98% | 14 |
|
|
2016
Q1 | $4.12M | Buy |
69,493
+1,708
| +3% | +$101K | 2% | 15 |
|
|
2015
Q4 | $4.48M | Buy |
67,785
+5,345
| +9% | +$353K | 2.33% | 9 |
|
|
2015
Q3 | $3.81M | Buy |
62,440
+3,721
| +6% | +$227K | 2.42% | 8 |
|
|
2015
Q2 | $3.98M | Buy |
58,719
+1,805
| +3% | +$122K | 2.55% | 9 |
|
|
2015
Q1 | $3.45M | Sell |
56,914
-1,187
| -2% | -$71.9K | 2.34% | 14 |
|
|
2014
Q4 | $3.64M | Buy |
+58,101
| New | +$3.64M | 2.54% | 12 |
|