Buckley Wealth 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 | $17.1M | Sell |
58,950
-2,071
| -3% | -$600K | 5.11% | 5 |
|
|
2025
Q1 | $15M | Sell |
61,021
-2,166
| -3% | -$531K | 4.66% | 5 |
|
|
2024
Q4 | $15.1M | Sell |
63,187
-647
| -1% | -$155K | 4.64% | 7 |
|
|
2024
Q3 | $13.5M | Sell |
63,834
-668
| -1% | -$141K | 4.15% | 7 |
|
|
2024
Q2 | $13M | Sell |
64,502
-349
| -0.5% | -$70.6K | 4.13% | 7 |
|
|
2024
Q1 | $13M | Sell |
64,851
-1,801
| -3% | -$361K | 4.17% | 7 |
|
|
2023
Q4 | $11.3M | Sell |
66,652
-770
| -1% | -$131K | 3.94% | 7 |
|
|
2023
Q3 | $9.78M | Sell |
67,422
-2,095
| -3% | -$304K | 3.66% | 8 |
|
|
2023
Q2 | $10.1M | Sell |
69,517
-251
| -0.4% | -$36.5K | 3.44% | 7 |
|
|
2023
Q1 | $9.09M | Sell |
69,768
-2,801
| -4% | -$365K | 3.35% | 7 |
|
|
2022
Q4 | $9.73M | Sell |
72,569
-2,976
| -4% | -$399K | 3.54% | 5 |
|
|
2022
Q3 | $7.89M | Sell |
75,545
-529
| -0.7% | -$55.3K | 2.91% | 9 |
|
|
2022
Q2 | $8.57M | Buy |
76,074
+18,394
| +32% | +$2.07M | 2.76% | 9 |
|
|
2022
Q1 | $7.86M | Buy |
57,680
+1,663
| +3% | +$227K | 2.13% | 11 |
|
|
2021
Q4 | $8.87M | Sell |
56,017
-628
| -1% | -$99.4K | 2.59% | 11 |
|
|
2021
Q3 | $9.27M | Sell |
56,645
-49
| -0.1% | -$8.02K | 3% | 9 |
|
|
2021
Q2 | $8.82M | Sell |
56,694
-83
| -0.1% | -$12.9K | 3.03% | 8 |
|
|
2021
Q1 | $8.64M | Sell |
56,777
-1,881
| -3% | -$286K | 3.2% | 9 |
|
|
2020
Q4 | $7.45M | Sell |
58,658
-526
| -0.9% | -$66.8K | 3.06% | 8 |
|
|
2020
Q3 | $5.7M | Sell |
59,184
-1,295
| -2% | -$125K | 2.56% | 14 |
|
|
2020
Q2 | $5.69M | Sell |
60,479
-496
| -0.8% | -$46.7K | 2.58% | 11 |
|
|
2020
Q1 | $5.49M | Buy |
60,975
+985
| +2% | +$88.7K | 2.98% | 10 |
|
|
2019
Q4 | $8.36M | Sell |
59,990
-1,843
| -3% | -$257K | 3.8% | 5 |
|
|
2019
Q3 | $7.28M | Sell |
61,833
-1,862
| -3% | -$219K | 3.56% | 6 |
|
|
2019
Q2 | $7.12M | Sell |
63,695
-530
| -0.8% | -$59.3K | 3.33% | 6 |
|
|
2019
Q1 | $6.5M | Buy |
64,225
+762
| +1% | +$77.1K | 3.08% | 10 |
|
|
2018
Q4 | $6.2M | Buy |
63,463
+7,928
| +14% | +$774K | 3.19% | 8 |
|
|
2018
Q3 | $6.27M | Sell |
55,535
-236
| -0.4% | -$26.6K | 2.74% | 10 |
|
|
2018
Q2 | $5.81M | Buy |
55,771
+570
| +1% | +$59.4K | 2.75% | 8 |
|
|
2018
Q1 | $6.07M | Sell |
55,201
-200
| -0.4% | -$22K | 3% | 6 |
|
|
2017
Q4 | $5.93M | Buy |
+55,401
| New | +$5.93M | 2.97% | 6 |
|