Brookmont Capital Management’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 | $5.12M | Sell |
17,665
-3,232
| -15% | -$937K | 2.94% | 5 |
|
|
2025
Q1 | $5.13M | Sell |
20,897
-2,013
| -9% | -$494K | 2.89% | 4 |
|
|
2024
Q4 | $5.49M | Sell |
22,910
-1,341
| -6% | -$321K | 2.94% | 2 |
|
|
2024
Q3 | $5.11M | Sell |
24,251
-3,834
| -14% | -$808K | 2.63% | 3 |
|
|
2024
Q2 | $5.68M | Sell |
28,085
-657
| -2% | -$133K | 3.11% | 3 |
|
|
2024
Q1 | $5.76M | Sell |
28,742
-316
| -1% | -$63.3K | 3.03% | 2 |
|
|
2023
Q4 | $4.94M | Sell |
29,058
-159
| -0.5% | -$27K | 2.77% | 5 |
|
|
2023
Q3 | $4.24M | Sell |
29,217
-294
| -1% | -$42.6K | 2.64% | 9 |
|
|
2023
Q2 | $4.29M | Sell |
29,511
-3
| -0% | -$436 | 2.59% | 8 |
|
|
2023
Q1 | $3.85M | Buy |
29,514
+115
| +0.4% | +$15K | 2.42% | 12 |
|
|
2022
Q4 | $3.94M | Sell |
29,399
-830
| -3% | -$111K | 2.42% | 11 |
|
|
2022
Q3 | $3.16M | Buy |
30,229
+2,331
| +8% | +$244K | 2.19% | 15 |
|
|
2022
Q2 | $3.14M | Sell |
27,898
-966
| -3% | -$109K | 2.16% | 14 |
|
|
2022
Q1 | $3.94M | Buy |
28,864
+249
| +0.9% | +$33.9K | 2.36% | 11 |
|
|
2021
Q4 | $4.53M | Sell |
28,615
-1,262
| -4% | -$200K | 2.4% | 7 |
|
|
2021
Q3 | $4.89M | Buy |
29,877
+189
| +0.6% | +$30.9K | 2.88% | 3 |
|
|
2021
Q2 | $4.62M | Sell |
29,688
-144
| -0.5% | -$22.4K | 2.79% | 4 |
|
|
2021
Q1 | $4.54M | Sell |
29,832
-166
| -0.6% | -$25.3K | 2.93% | 2 |
|
|
2020
Q4 | $3.81M | Sell |
29,998
-1,492
| -5% | -$190K | 2.69% | 4 |
|
|
2020
Q3 | $3.03M | Buy |
31,490
+546
| +2% | +$52.6K | 2.25% | 10 |
|
|
2020
Q2 | $2.91M | Sell |
30,944
-9,539
| -24% | -$897K | 2.33% | 8 |
|
|
2020
Q1 | $3.65M | Sell |
40,483
-1,120
| -3% | -$101K | 2.94% | 6 |
|
|
2019
Q4 | $5.8M | Sell |
41,603
-4,053
| -9% | -$565K | 3.46% | 2 |
|
|
2019
Q3 | $5.37M | Sell |
45,656
-277
| -0.6% | -$32.6K | 3.07% | 3 |
|
|
2019
Q2 | $5.14M | Buy |
45,933
+223
| +0.5% | +$24.9K | 3.09% | 4 |
|
|
2019
Q1 | $4.63M | Buy |
45,710
+78
| +0.2% | +$7.9K | 2.85% | 5 |
|
|
2018
Q4 | $4.46M | Sell |
45,632
-4,747
| -9% | -$463K | 3.03% | 4 |
|
|
2018
Q3 | $5.69M | Sell |
50,379
-90
| -0.2% | -$10.2K | 3.39% | 2 |
|
|
2018
Q2 | $5.26M | Buy |
50,469
+978
| +2% | +$102K | 3.31% | 2 |
|
|
2018
Q1 | $5.44M | Sell |
49,491
-45,135
| -48% | -$4.96M | 3.6% | 2 |
|
|
2017
Q4 | $10.1M | Buy |
94,626
+27,365
| +41% | +$2.93M | 4.36% | 1 |
|
|
2017
Q3 | $6.42M | Sell |
67,261
-66,720
| -50% | -$6.37M | 3.52% | 3 |
|
|
2017
Q2 | $12.2M | Sell |
133,981
-4,382
| -3% | -$401K | 4.62% | 2 |
|
|
2017
Q1 | $12.2M | Sell |
138,363
-3,276
| -2% | -$288K | 4.49% | 3 |
|
|
2016
Q4 | $12.2M | Sell |
141,639
-17,758
| -11% | -$1.53M | 4.82% | 2 |
|
|
2016
Q3 | $10.6M | Buy |
159,397
+2,792
| +2% | +$186K | 3.96% | 3 |
|
|
2016
Q2 | $9.73M | Sell |
156,605
-22,508
| -13% | -$1.4M | 3.54% | 13 |
|
|
2016
Q1 | $10.6M | Sell |
179,113
-3,484
| -2% | -$206K | 3.4% | 12 |
|
|
2015
Q4 | $12.1M | Sell |
182,597
-20,863
| -10% | -$1.38M | 3.43% | 6 |
|
|
2015
Q3 | $12.4M | Sell |
203,460
-13,607
| -6% | -$830K | 3.55% | 7 |
|
|
2015
Q2 | $14.7M | Sell |
217,067
-9,312
| -4% | -$631K | 3.72% | 3 |
|
|
2015
Q1 | $13.7M | Buy |
226,379
+25,940
| +13% | +$1.57M | 3.43% | 6 |
|
|
2014
Q4 | $12.5M | Sell |
200,439
-49,782
| -20% | -$3.12M | 3.63% | 5 |
|
|
2014
Q3 | $15.1M | Buy |
250,221
+1,876
| +0.8% | +$113K | 3.86% | 4 |
|
|
2014
Q2 | $14.3M | Buy |
248,345
+34,528
| +16% | +$1.99M | 3.45% | 13 |
|
|
2014
Q1 | $13M | Sell |
213,817
-17,074
| -7% | -$1.04M | 3.57% | 10 |
|
|
2013
Q4 | $13.5M | Buy |
230,891
+36,817
| +19% | +$2.15M | 3.72% | 3 |
|
|
2013
Q3 | $10M | Buy |
194,074
+76,678
| +65% | +$3.96M | 3.27% | 9 |
|
|
2013
Q2 | $6.2M | Buy |
+117,396
| New | +$6.2M | 2.57% | 11 |
|