Blue Edge Capital’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 | $6.89M | Buy |
23,763
+58
| +0.2% | +$16.8K | 1.02% | 26 |
|
|
2025
Q1 | $5.81M | Sell |
23,705
-61
| -0.3% | -$15K | 0.93% | 32 |
|
|
2024
Q4 | $5.7M | Sell |
23,766
-385
| -2% | -$92.3K | 0.9% | 34 |
|
|
2024
Q3 | $5.09M | Buy |
24,151
+424
| +2% | +$89.4K | 0.79% | 37 |
|
|
2024
Q2 | $4.8M | Sell |
23,727
-10
| -0% | -$2.02K | 0.79% | 37 |
|
|
2024
Q1 | $4.75M | Buy |
23,737
+368
| +2% | +$73.7K | 0.79% | 38 |
|
|
2023
Q4 | $3.98M | Buy |
23,369
+877
| +4% | +$149K | 0.75% | 39 |
|
|
2023
Q3 | $3.26M | Buy |
22,492
+10
| +0% | +$1.45K | 0.68% | 44 |
|
|
2023
Q2 | $3.27M | Sell |
22,482
-384
| -2% | -$55.8K | 0.66% | 42 |
|
|
2023
Q1 | $2.98M | Buy |
22,866
+6,373
| +39% | +$830K | 0.64% | 45 |
|
|
2022
Q4 | $2.21M | Buy |
16,493
+45
| +0.3% | +$6.03K | 0.5% | 54 |
|
|
2022
Q3 | $1.72M | Buy |
16,448
+224
| +1% | +$23.4K | 0.43% | 59 |
|
|
2022
Q2 | $1.83M | Sell |
16,224
-118
| -0.7% | -$13.3K | 0.42% | 60 |
|
|
2022
Q1 | $2.23M | Buy |
16,342
+712
| +5% | +$97.1K | 0.45% | 63 |
|
|
2021
Q4 | $2.48M | Sell |
15,630
-372
| -2% | -$58.9K | 0.48% | 57 |
|
|
2021
Q3 | $2.62M | Hold |
16,002
| – | – | 0.55% | 50 |
|
|
2021
Q2 | $2.49M | Sell |
16,002
-29
| -0.2% | -$4.51K | 0.52% | 53 |
|
|
2021
Q1 | $2.44M | Buy |
16,031
+14
| +0.1% | +$2.13K | 0.54% | 51 |
|
|
2020
Q4 | $2.04M | Buy |
16,017
+99
| +0.6% | +$12.6K | 0.49% | 50 |
|
|
2020
Q3 | $1.53M | Sell |
15,918
-1,403
| -8% | -$135K | 0.42% | 55 |
|
|
2020
Q2 | $1.63M | Buy |
17,321
+2,115
| +14% | +$199K | 0.49% | 51 |
|
|
2020
Q1 | $1.37M | Buy |
15,206
+5,666
| +59% | +$510K | 0.5% | 45 |
|
|
2019
Q4 | $1.33M | Sell |
9,540
-4,322
| -31% | -$602K | 0.42% | 47 |
|
|
2019
Q3 | $1.63M | Hold |
13,862
| – | – | 0.56% | 42 |
|
|
2019
Q2 | $1.55M | Buy |
13,862
+4,380
| +46% | +$490K | 0.54% | 44 |
|
|
2019
Q1 | $956K | Sell |
9,482
-4,169
| -31% | -$420K | 0.36% | 54 |
|
|
2018
Q4 | $1.33M | Sell |
13,651
-106
| -0.8% | -$10.3K | 0.57% | 44 |
|
|
2018
Q3 | $1.55M | Buy |
13,757
+52
| +0.4% | +$5.87K | 0.58% | 45 |
|
|
2018
Q2 | $1.43M | Buy |
13,705
+108
| +0.8% | +$11.3K | 0.57% | 41 |
|
|
2018
Q1 | $1.5M | Sell |
13,597
-316
| -2% | -$34.8K | 0.6% | 44 |
|
|
2017
Q4 | $1.49M | Buy |
13,913
+689
| +5% | +$73.7K | 0.59% | 44 |
|
|
2017
Q3 | $1.26M | Sell |
13,224
-907
| -6% | -$86.6K | 0.58% | 46 |
|
|
2017
Q2 | $1.29M | Buy |
14,131
+86
| +0.6% | +$7.86K | 0.61% | 46 |
|
|
2017
Q1 | $1.23M | Hold |
14,045
| – | – | 0.62% | 49 |
|
|
2016
Q4 | $1.21M | Hold |
14,045
| – | – | 0.68% | 49 |
|
|
2016
Q3 | $935K | Hold |
14,045
| – | – | 0.51% | 60 |
|
|
2016
Q2 | $873K | Buy |
14,045
+127
| +0.9% | +$7.89K | 0.48% | 62 |
|
|
2016
Q1 | $824K | Buy |
13,918
+833
| +6% | +$49.3K | 0.49% | 61 |
|
|
2015
Q4 | $864K | Sell |
13,085
-19
| -0.1% | -$1.26K | 0.56% | 53 |
|
|
2015
Q3 | $799K | Hold |
13,104
| – | – | 0.57% | 53 |
|
|
2015
Q2 | $888K | Sell |
13,104
-36
| -0.3% | -$2.44K | 0.58% | 53 |
|
|
2015
Q1 | $796K | Buy |
13,140
+205
| +2% | +$12.4K | 0.53% | 56 |
|
|
2014
Q4 | $809K | Buy |
12,935
+14
| +0.1% | +$876 | 0.55% | 56 |
|
|
2014
Q3 | $778K | Sell |
12,921
-528
| -4% | -$31.8K | 0.55% | 55 |
|
|
2014
Q2 | $775K | Sell |
13,449
-134
| -1% | -$7.72K | 0.53% | 54 |
|
|
2014
Q1 | $825K | Sell |
13,583
-266
| -2% | -$16.1K | 0.58% | 51 |
|
|
2013
Q4 | $810K | Buy |
+13,849
| New | +$810K | 0.59% | 54 |
|