Boston Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.9M | Buy |
78,707
+1,012
| +1% | +$243K | 0.57% | 53 |
|
|
2024
Q3 | $16.4M | Buy |
77,695
+699
| +0.9% | +$147K | 0.49% | 59 |
|
|
2024
Q2 | $15.6M | Buy |
76,996
+2,003
| +3% | +$405K | 0.5% | 56 |
|
|
2024
Q1 | $15M | Buy |
74,993
+669
| +0.9% | +$134K | 0.48% | 58 |
|
|
2023
Q4 | $12.6M | Buy |
74,324
+2,913
| +4% | +$496K | 0.43% | 60 |
|
|
2023
Q3 | $10.4M | Sell |
71,411
-1,305
| -2% | -$189K | 0.39% | 63 |
|
|
2023
Q2 | $10.6M | Buy |
72,716
+4,016
| +6% | +$584K | 0.38% | 65 |
|
|
2023
Q1 | $8.95M | Buy |
68,700
+3,866
| +6% | +$504K | 0.35% | 66 |
|
|
2022
Q4 | $8.69M | Buy |
64,834
+4,957
| +8% | +$665K | 0.35% | 68 |
|
|
2022
Q3 | $6.26M | Buy |
59,877
+29,102
| +95% | +$3.04M | 0.27% | 76 |
|
|
2022
Q2 | $3.47M | Buy |
30,775
+4,602
| +18% | +$518K | 0.15% | 95 |
|
|
2022
Q1 | $3.57M | Buy |
26,173
+4,136
| +19% | +$564K | 0.14% | 95 |
|
|
2021
Q4 | $3.49M | Buy |
22,037
+314
| +1% | +$49.7K | 0.13% | 90 |
|
|
2021
Q3 | $3.56M | Buy |
21,723
+2,697
| +14% | +$441K | 0.14% | 84 |
|
|
2021
Q2 | $2.96M | Buy |
19,026
+92
| +0.5% | +$14.3K | 0.12% | 89 |
|
|
2021
Q1 | $2.88M | Hold |
18,934
| – | – | 0.13% | 87 |
|
|
2020
Q4 | $2.41M | Sell |
18,934
-5,685
| -23% | -$722K | 0.11% | 90 |
|
|
2020
Q3 | $2.37M | Sell |
24,619
-31,015
| -56% | -$2.99M | 0.12% | 86 |
|
|
2020
Q2 | $5.23M | Sell |
55,634
-94
| -0.2% | -$8.84K | 0.28% | 70 |
|
|
2020
Q1 | $5.02M | Sell |
55,728
-241,694
| -81% | -$21.8M | 0.32% | 66 |
|
|
2019
Q4 | $41.5M | Sell |
297,422
-4,836
| -2% | -$674K | 2.27% | 6 |
|
|
2019
Q3 | $35.6M | Sell |
302,258
-4,476
| -1% | -$527K | 2.02% | 12 |
|
|
2019
Q2 | $34.3M | Sell |
306,734
-4,507
| -1% | -$504K | 1.98% | 10 |
|
|
2019
Q1 | $31.5M | Buy |
311,241
+4,486
| +1% | +$454K | 1.92% | 9 |
|
|
2018
Q4 | $29.9M | Buy |
306,755
+13,616
| +5% | +$1.33M | 2.07% | 6 |
|
|
2018
Q3 | $33.1M | Buy |
293,139
+22,185
| +8% | +$2.5M | 1.95% | 6 |
|
|
2018
Q2 | $28.2M | Sell |
270,954
-4,676
| -2% | -$487K | 1.91% | 7 |
|
|
2018
Q1 | $30.3M | Sell |
275,630
-4,079
| -1% | -$449K | 2.07% | 5 |
|
|
2017
Q4 | $29.9M | Buy |
279,709
+2,730
| +1% | +$292K | 2% | 6 |
|
|
2017
Q3 | $26.5M | Sell |
276,979
-924
| -0.3% | -$88.3K | 1.88% | 5 |
|
|
2017
Q2 | $25.4M | Buy |
277,903
+1,610
| +0.6% | +$147K | 1.82% | 6 |
|
|
2017
Q1 | $24.3M | Buy |
276,293
+3,169
| +1% | +$278K | 1.81% | 6 |
|
|
2016
Q4 | $23.6M | Buy |
273,124
+896
| +0.3% | +$77.3K | 1.86% | 7 |
|
|
2016
Q3 | $18.1M | Buy |
272,228
+22,864
| +9% | +$1.52M | 1.48% | 8 |
|
|
2016
Q2 | $15.5M | Buy |
249,364
+140,086
| +128% | +$8.71M | 1.26% | 13 |
|
|
2016
Q1 | $6.47M | Sell |
109,278
-7,993
| -7% | -$473K | 0.97% | 33 |
|
|
2015
Q4 | $7.74M | Sell |
117,271
-5,660
| -5% | -$374K | 1.11% | 22 |
|
|
2015
Q3 | $7.5M | Buy |
122,931
+1,518
| +1% | +$92.6K | 1.06% | 24 |
|
|
2015
Q2 | $8.23M | Sell |
121,413
-699
| -0.6% | -$47.4K | 1.06% | 26 |
|
|
2015
Q1 | $7.4M | Buy |
122,112
+1,336
| +1% | +$80.9K | 0.93% | 34 |
|
|
2014
Q4 | $7.56M | Buy |
120,776
+256
| +0.2% | +$16K | 0.95% | 32 |
|
|
2014
Q3 | $7.26M | Sell |
120,520
-1,717
| -1% | -$103K | 0.95% | 32 |
|
|
2014
Q2 | $7.04M | Sell |
122,237
-3,566
| -3% | -$205K | 0.93% | 31 |
|
|
2014
Q1 | $7.64M | Sell |
125,803
-391
| -0.3% | -$23.7K | 1.02% | 25 |
|
|
2013
Q4 | $7.38M | Buy |
126,194
+1,122
| +0.9% | +$65.6K | 1.01% | 26 |
|
|
2013
Q3 | $6.47M | Sell |
125,072
-4,761
| -4% | -$246K | 0.97% | 29 |
|
|
2013
Q2 | $6.85M | Buy |
+129,833
| New | +$6.85M | 1.06% | 21 |
|