Bull Street Advisors’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 | $4.88M | Sell |
16,826
-120
| -0.7% | -$34.8K | 2.35% | 11 |
|
|
2025
Q1 | $4.16M | Sell |
16,946
-75
| -0.4% | -$18.4K | 1.99% | 16 |
|
|
2024
Q4 | $4.08M | Sell |
17,021
-87
| -0.5% | -$20.9K | 1.97% | 15 |
|
|
2024
Q3 | $3.61M | Sell |
17,108
-445
| -3% | -$93.8K | 1.67% | 21 |
|
|
2024
Q2 | $3.55M | Sell |
17,553
-15
| -0.1% | -$3.03K | 1.71% | 21 |
|
|
2024
Q1 | $3.52M | Sell |
17,568
-17
| -0.1% | -$3.41K | 1.68% | 24 |
|
|
2023
Q4 | $2.99M | Buy |
17,585
+70
| +0.4% | +$11.9K | 1.51% | 27 |
|
|
2023
Q3 | $2.54M | Buy |
17,515
+481
| +3% | +$69.8K | 1.34% | 27 |
|
|
2023
Q2 | $2.48M | Sell |
17,034
-71
| -0.4% | -$10.3K | 1.27% | 27 |
|
|
2023
Q1 | $2.23M | Buy |
17,105
+22
| +0.1% | +$2.87K | 1.16% | 29 |
|
|
2022
Q4 | $2.29M | Buy |
17,083
+1,158
| +7% | +$155K | 1.19% | 29 |
|
|
2022
Q3 | $1.66M | Buy |
15,925
+29
| +0.2% | +$3.03K | 0.94% | 33 |
|
|
2022
Q2 | $1.79M | Hold |
15,896
| – | – | 0.96% | 32 |
|
|
2022
Q1 | $2.17M | Buy |
15,896
+200
| +1% | +$27.3K | 1.05% | 31 |
|
|
2021
Q4 | $2.49M | Sell |
15,696
-257
| -2% | -$40.7K | 1.18% | 28 |
|
|
2021
Q3 | $2.61M | Buy |
15,953
+218
| +1% | +$35.7K | 1.35% | 27 |
|
|
2021
Q2 | $2.45M | Buy |
15,735
+80
| +0.5% | +$12.4K | 1.31% | 28 |
|
|
2021
Q1 | $2.38M | Buy |
15,655
+133
| +0.9% | +$20.2K | 1.34% | 25 |
|
|
2020
Q4 | $1.97M | Buy |
15,522
+30
| +0.2% | +$3.81K | 1.19% | 27 |
|
|
2020
Q3 | $1.49M | Buy |
15,492
+3,090
| +25% | +$297K | 1.02% | 31 |
|
|
2020
Q2 | $1.17M | Buy |
12,402
+665
| +6% | +$62.6K | 0.9% | 39 |
|
|
2020
Q1 | $1.06M | Buy |
11,737
+115
| +1% | +$10.4K | 0.95% | 41 |
|
|
2019
Q4 | $1.62M | Buy |
11,622
+85
| +0.7% | +$11.8K | 1.42% | 25 |
|
|
2019
Q3 | $1.36M | Buy |
+11,537
| New | +$1.36M | 1.27% | 29 |
|