Blue Fin 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 | $10.5M | Buy |
+36,270
| New | +$10.5M | 1.79% | 12 |
|
|
2024
Q4 | $8.59M | Buy |
35,819
+269
| +0.8% | +$64.5K | 1.58% | 12 |
|
|
2024
Q3 | $7.5M | Buy |
35,550
+116
| +0.3% | +$24.5K | 1.42% | 14 |
|
|
2024
Q2 | $7.17M | Sell |
35,434
-16
| -0% | -$3.24K | 1.43% | 14 |
|
|
2024
Q1 | $7.1M | Sell |
35,450
-277
| -0.8% | -$55.5K | 1.58% | 14 |
|
|
2023
Q4 | $6.08M | Sell |
35,727
-864
| -2% | -$147K | 1.56% | 13 |
|
|
2023
Q3 | $5.31M | Sell |
36,591
-243
| -0.7% | -$35.2K | 1.55% | 16 |
|
|
2023
Q2 | $5.36M | Buy |
36,834
+12,138
| +49% | +$1.77M | 1.53% | 14 |
|
|
2023
Q1 | $3.31M | Buy |
24,696
+54
| +0.2% | +$7.24K | 1.07% | 23 |
|
|
2022
Q4 | $3.3M | Sell |
24,642
-326
| -1% | -$43.7K | 1.21% | 25 |
|
|
2022
Q3 | $2.61M | Buy |
24,968
+1,298
| +5% | +$136K | 0.99% | 29 |
|
|
2022
Q2 | $2.67M | Buy |
23,670
+950
| +4% | +$107K | 0.94% | 30 |
|
|
2022
Q1 | $3.1M | Buy |
22,720
+43
| +0.2% | +$5.86K | 0.9% | 29 |
|
|
2021
Q4 | $3.59M | Buy |
22,677
+139
| +0.6% | +$22K | 0.99% | 27 |
|
|
2021
Q3 | $3.69M | Sell |
22,538
-87
| -0.4% | -$14.2K | 1.13% | 22 |
|
|
2021
Q2 | $3.52M | Sell |
22,625
-402
| -2% | -$62.5K | 1.08% | 24 |
|
|
2021
Q1 | $3.51M | Buy |
23,027
+1,202
| +6% | +$183K | 1.2% | 20 |
|
|
2020
Q4 | $2.77M | Buy |
21,825
+961
| +5% | +$122K | 0.99% | 27 |
|
|
2020
Q3 | $2.01M | Sell |
20,864
-1,214
| -5% | -$117K | 0.81% | 30 |
|
|
2020
Q2 | $2.08M | Sell |
22,078
-750
| -3% | -$70.5K | 0.92% | 29 |
|
|
2020
Q1 | $2.06M | Buy |
22,828
+1,091
| +5% | +$98.2K | 1.13% | 22 |
|
|
2019
Q4 | $3.02M | Buy |
21,737
+846
| +4% | +$118K | 1.42% | 16 |
|
|
2019
Q3 | $2.46M | Sell |
20,891
-464
| -2% | -$54.6K | 1.29% | 19 |
|
|
2019
Q2 | $2.39M | Buy |
21,355
+726
| +4% | +$81.2K | 1.23% | 20 |
|
|
2019
Q1 | $2.09M | Buy |
20,629
+335
| +2% | +$33.9K | 1.1% | 22 |
|
|
2018
Q4 | $1.98M | Sell |
20,294
-1,881
| -8% | -$184K | 1.18% | 21 |
|
|
2018
Q3 | $2.5M | Buy |
22,175
+1,177
| +6% | +$133K | 1.24% | 21 |
|
|
2018
Q2 | $2.19M | Buy |
20,998
+84
| +0.4% | +$8.75K | 1.17% | 24 |
|
|
2018
Q1 | $2.3M | Buy |
20,914
+715
| +4% | +$78.6K | 1.3% | 21 |
|
|
2017
Q4 | $2.16M | Buy |
20,199
+746
| +4% | +$79.8K | 1.26% | 20 |
|
|
2017
Q3 | $1.86M | Buy |
19,453
+760
| +4% | +$72.6K | 1.14% | 21 |
|
|
2017
Q2 | $1.71M | Sell |
18,693
-815
| -4% | -$74.5K | 1.1% | 24 |
|
|
2017
Q1 | $1.71M | Buy |
19,508
+65
| +0.3% | +$5.71K | 1.05% | 27 |
|
|
2016
Q4 | $1.68M | Buy |
19,443
+2,864
| +17% | +$247K | 1.11% | 27 |
|
|
2016
Q3 | $1.1M | Sell |
16,579
-350
| -2% | -$23.3K | 0.89% | 33 |
|
|
2016
Q2 | $1.05M | Sell |
16,929
-100
| -0.6% | -$6.21K | 0.87% | 39 |
|
|
2016
Q1 | $1.01M | Sell |
17,029
-2,589
| -13% | -$153K | 0.86% | 39 |
|
|
2015
Q4 | $1.3M | Sell |
19,618
-590
| -3% | -$38.9K | 1% | 29 |
|
|
2015
Q3 | $1.23M | Sell |
20,208
-400
| -2% | -$24.4K | 0.96% | 30 |
|
|
2015
Q2 | $1.4M | Buy |
20,608
+2,527
| +14% | +$171K | 1% | 25 |
|
|
2015
Q1 | $1.1M | Buy |
18,081
+213
| +1% | +$12.9K | 0.79% | 39 |
|
|
2014
Q4 | $1.12M | Sell |
17,868
-170
| -0.9% | -$10.6K | 0.84% | 39 |
|
|
2014
Q3 | $1.09M | Sell |
18,038
-500
| -3% | -$30.1K | 0.86% | 36 |
|
|
2014
Q2 | $1.07M | Sell |
18,538
-70
| -0.4% | -$4.03K | 0.86% | 36 |
|
|
2014
Q1 | $1.13M | Buy |
18,608
+436
| +2% | +$26.5K | 1% | 31 |
|
|
2013
Q4 | $1.06M | Buy |
+18,172
| New | +$1.06M | 0.95% | 33 |
|