Braun Stacey 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 | $54.6M | Sell |
188,409
-1,240
| -0.7% | -$359K | 1.98% | 7 |
|
|
2025
Q1 | $46.5M | Sell |
189,649
-5,912
| -3% | -$1.45M | 1.9% | 7 |
|
|
2024
Q4 | $46.9M | Sell |
195,561
-4,507
| -2% | -$1.08M | 1.75% | 9 |
|
|
2024
Q3 | $42.2M | Sell |
200,068
-2,689
| -1% | -$567K | 1.6% | 11 |
|
|
2024
Q2 | $41M | Buy |
202,757
+6,114
| +3% | +$1.24M | 1.59% | 12 |
|
|
2024
Q1 | $39.4M | Sell |
196,643
-377
| -0.2% | -$75.5K | 1.56% | 10 |
|
|
2023
Q4 | $33.5M | Sell |
197,020
-11,720
| -6% | -$1.99M | 1.5% | 13 |
|
|
2023
Q3 | $30.3M | Buy |
208,740
+2,430
| +1% | +$352K | 1.47% | 12 |
|
|
2023
Q2 | $30M | Sell |
206,310
-194,276
| -48% | -$28.3M | 1.4% | 13 |
|
|
2023
Q1 | $52.2M | Buy |
400,586
+201,298
| +101% | +$26.2M | 1.37% | 11 |
|
|
2022
Q4 | $26.7M | Buy |
199,288
+5,134
| +3% | +$688K | 1.52% | 8 |
|
|
2022
Q3 | $20.3M | Sell |
194,154
-13,238
| -6% | -$1.38M | 1.23% | 21 |
|
|
2022
Q2 | $23.4M | Sell |
207,392
-22,496
| -10% | -$2.53M | 1.33% | 12 |
|
|
2022
Q1 | $31.3M | Sell |
229,888
-36,757
| -14% | -$5.01M | 1.3% | 11 |
|
|
2021
Q4 | $42.2M | Buy |
266,645
+3,715
| +1% | +$588K | 1.54% | 8 |
|
|
2021
Q3 | $43M | Sell |
262,930
-5,324
| -2% | -$871K | 1.72% | 7 |
|
|
2021
Q2 | $41.7M | Sell |
268,254
-704
| -0.3% | -$110K | 1.62% | 7 |
|
|
2021
Q1 | $40.9M | Sell |
268,958
-13,245
| -5% | -$2.02M | 1.72% | 6 |
|
|
2020
Q4 | $35.9M | Buy |
282,203
+6,416
| +2% | +$815K | 1.61% | 6 |
|
|
2020
Q3 | $26.6M | Buy |
275,787
+4,930
| +2% | +$475K | 1.42% | 9 |
|
|
2020
Q2 | $25.5M | Buy |
270,857
+7,825
| +3% | +$736K | 1.47% | 8 |
|
|
2020
Q1 | $23.7M | Sell |
263,032
-21,541
| -8% | -$1.94M | 1.81% | 4 |
|
|
2019
Q4 | $39.7M | Buy |
284,573
+16,301
| +6% | +$2.27M | 2.21% | 4 |
|
|
2019
Q3 | $31.6M | Buy |
268,272
+3,565
| +1% | +$420K | 1.99% | 4 |
|
|
2019
Q2 | $29.6M | Sell |
264,707
-5,770
| -2% | -$645K | 1.89% | 4 |
|
|
2019
Q1 | $27.4M | Buy |
270,477
+3,377
| +1% | +$342K | 1.82% | 4 |
|
|
2018
Q4 | $26.1M | Buy |
267,100
+6,590
| +3% | +$643K | 2.07% | 4 |
|
|
2018
Q3 | $29.4M | Buy |
260,510
+1,734
| +0.7% | +$196K | 1.88% | 4 |
|
|
2018
Q2 | $27M | Buy |
258,776
+1,867
| +0.7% | +$195K | 1.83% | 4 |
|
|
2018
Q1 | $28.3M | Buy |
256,909
+1,088
| +0.4% | +$120K | 1.94% | 3 |
|
|
2017
Q4 | $27.4M | Sell |
255,821
-11,665
| -4% | -$1.25M | 1.83% | 3 |
|
|
2017
Q3 | $25.5M | Sell |
267,486
-14,410
| -5% | -$1.38M | 1.75% | 3 |
|
|
2017
Q2 | $25.8M | Sell |
281,896
-2,553
| -0.9% | -$233K | 1.67% | 3 |
|
|
2017
Q1 | $25M | Sell |
284,449
-5,743
| -2% | -$504K | 1.59% | 4 |
|
|
2016
Q4 | $25M | Sell |
290,192
-20,120
| -6% | -$1.74M | 1.65% | 3 |
|
|
2016
Q3 | $20.7M | Buy |
310,312
+8,480
| +3% | +$565K | 1.31% | 11 |
|
|
2016
Q2 | $18.8M | Buy |
301,832
+951
| +0.3% | +$59.1K | 1.21% | 15 |
|
|
2016
Q1 | $17.8M | Sell |
300,881
-9,450
| -3% | -$560K | 1.16% | 18 |
|
|
2015
Q4 | $20.5M | Sell |
310,331
-1,680
| -0.5% | -$111K | 1.29% | 10 |
|
|
2015
Q3 | $19M | Sell |
312,011
-134,974
| -30% | -$8.23M | 1.28% | 10 |
|
|
2015
Q2 | $30.3M | Buy |
446,985
+142,530
| +47% | +$9.66M | 1.29% | 8 |
|
|
2015
Q1 | $18.4M | Sell |
304,455
-4,815
| -2% | -$292K | 1.08% | 30 |
|
|
2014
Q4 | $19.4M | Sell |
309,270
-21,361
| -6% | -$1.34M | 1.18% | 20 |
|
|
2014
Q3 | $19.9M | Sell |
330,631
-5,920
| -2% | -$357K | 1.23% | 13 |
|
|
2014
Q2 | $19.4M | Sell |
336,551
-25,560
| -7% | -$1.47M | 1.15% | 24 |
|
|
2014
Q1 | $22M | Sell |
362,111
-9,795
| -3% | -$595K | 1.29% | 13 |
|
|
2013
Q4 | $21.7M | Sell |
371,906
-14,481
| -4% | -$847K | 1.24% | 19 |
|
|
2013
Q3 | $20M | Sell |
386,387
-28,215
| -7% | -$1.46M | 1.23% | 18 |
|
|
2013
Q2 | $21.9M | Buy |
+414,602
| New | +$21.9M | 1.38% | 7 |
|