Brown Shipley & Co’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 | $10.8M | Sell |
37,342
-4,087
| -10% | -$1.18M | 5.96% | 5 |
|
|
2025
Q1 | $10.2M | Sell |
41,429
-5,944
| -13% | -$1.46M | 5.75% | 5 |
|
|
2024
Q4 | $11.4M | Sell |
47,373
-3,205
| -6% | -$768K | 5.64% | 5 |
|
|
2024
Q3 | $10.7M | Sell |
50,578
-4,919
| -9% | -$1.04M | 5.24% | 4 |
|
|
2024
Q2 | $11.2M | Sell |
55,497
-5,016
| -8% | -$1.01M | 5.05% | 4 |
|
|
2024
Q1 | $12M | Buy |
60,513
+5,716
| +10% | +$1.14M | 3.78% | 7 |
|
|
2023
Q4 | $9.32M | Sell |
54,797
-130
| -0.2% | -$22.1K | 4.62% | 5 |
|
|
2023
Q3 | $7.97M | Buy |
54,927
+5,025
| +10% | +$729K | 4.39% | 6 |
|
|
2023
Q2 | $7.26M | Buy |
49,902
+3,017
| +6% | +$439K | 2.97% | 9 |
|
|
2023
Q1 | $6.11M | Buy |
+46,885
| New | +$6.11M | 3.94% | 9 |
|