Borer Denton & Associates’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 | $1.28M | Hold |
4,404
| – | – | 0.44% | 36 |
|
|
2025
Q1 | $1.08M | Buy |
4,404
+100
| +2% | +$24.5K | 0.38% | 39 |
|
|
2024
Q4 | $1.03M | Hold |
4,304
| – | – | 0.36% | 39 |
|
|
2024
Q3 | $908K | Hold |
4,304
| – | – | 0.31% | 39 |
|
|
2024
Q2 | $871K | Hold |
4,304
| – | – | 0.32% | 38 |
|
|
2024
Q1 | $862K | Buy |
4,304
+889
| +26% | +$178K | 0.31% | 38 |
|
|
2023
Q4 | $581K | Hold |
3,415
| – | – | 0.22% | 42 |
|
|
2023
Q3 | $495K | Buy |
3,415
+34
| +1% | +$4.93K | 0.2% | 40 |
|
|
2023
Q2 | $492K | Hold |
3,381
| – | – | 0.19% | 46 |
|
|
2023
Q1 | $441K | Buy |
3,381
+35
| +1% | +$4.56K | 0.18% | 50 |
|
|
2022
Q4 | $449K | Hold |
3,346
| – | – | 0.2% | 48 |
|
|
2022
Q3 | $350K | Buy |
+3,346
| New | +$350K | 0.17% | 50 |
|