Callan Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.89M | Buy |
11,781
+470
| +4% | +$115K | 0.21% | 63 |
|
|
2024
Q4 | $2.71M | Buy |
11,311
+906
| +9% | +$217K | 0.2% | 63 |
|
|
2024
Q3 | $2.19M | Buy |
10,405
+1,125
| +12% | +$237K | 0.15% | 71 |
|
|
2024
Q2 | $1.88M | Buy |
9,280
+1,362
| +17% | +$275K | 0.15% | 71 |
|
|
2024
Q1 | $1.59M | Buy |
7,918
+1,592
| +25% | +$319K | 0.14% | 77 |
|
|
2023
Q4 | $1.08M | Sell |
6,326
-2,403
| -28% | -$409K | 0.1% | 86 |
|
|
2023
Q3 | $1.27M | Sell |
8,729
-1,093
| -11% | -$159K | 0.14% | 71 |
|
|
2023
Q2 | $1.43M | Sell |
9,822
-590
| -6% | -$85.8K | 0.16% | 66 |
|
|
2023
Q1 | $1.36M | Sell |
10,412
-1,963
| -16% | -$256K | 0.16% | 65 |
|
|
2022
Q4 | $1.66M | Buy |
12,375
+5,958
| +93% | +$799K | 0.21% | 61 |
|
|
2022
Q3 | $671K | Buy |
6,417
+2,059
| +47% | +$215K | 0.11% | 72 |
|
|
2022
Q2 | $491K | Sell |
4,358
-183
| -4% | -$20.6K | 0.08% | 74 |
|
|
2022
Q1 | $619K | Buy |
4,541
+383
| +9% | +$52.2K | 0.09% | 76 |
|
|
2021
Q4 | $658K | Buy |
4,158
+1,291
| +45% | +$204K | 0.1% | 69 |
|
|
2021
Q3 | $469K | Sell |
2,867
-350
| -11% | -$57.3K | 0.08% | 67 |
|
|
2021
Q2 | $500K | Sell |
3,217
-505
| -14% | -$78.5K | 0.09% | 66 |
|
|
2021
Q1 | $567K | Hold |
3,722
| – | – | 0.1% | 63 |
|
|
2020
Q4 | $473K | Hold |
3,722
| – | – | 0.1% | 63 |
|
|
2020
Q3 | $358K | Hold |
3,722
| – | – | 0.08% | 64 |
|
|
2020
Q2 | $350K | Hold |
3,722
| – | – | 0.09% | 72 |
|
|
2020
Q1 | $335K | Buy |
+3,722
| New | +$335K | 0.1% | 65 |
|