Cannell & Spears’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 | $71.4M | Sell |
246,234
-8,877
| -3% | -$2.57M | 1.44% | 14 |
|
|
2025
Q1 | $62.6M | Buy |
255,111
+5,266
| +2% | +$1.29M | 1.35% | 16 |
|
|
2024
Q4 | $59.9M | Sell |
249,845
-34,344
| -12% | -$8.23M | 1.23% | 21 |
|
|
2024
Q3 | $59.9M | Sell |
284,189
-1,945
| -0.7% | -$410K | 1.18% | 20 |
|
|
2024
Q2 | $57.9M | Sell |
286,134
-2,133
| -0.7% | -$431K | 1.2% | 23 |
|
|
2024
Q1 | $57.7M | Buy |
288,267
+74,305
| +35% | +$14.9M | 1.19% | 24 |
|
|
2023
Q4 | $36.4M | Sell |
213,962
-5,846
| -3% | -$994K | 2.9% | 10 |
|
|
2023
Q3 | $31.9M | Sell |
219,808
-978
| -0.4% | -$142K | 2.73% | 13 |
|
|
2023
Q2 | $32.1M | Buy |
220,786
+954
| +0.4% | +$139K | 2.62% | 12 |
|
|
2023
Q1 | $28.6M | Buy |
219,832
+904
| +0.4% | +$118K | 2.57% | 13 |
|
|
2022
Q4 | $29.4M | Sell |
218,928
-33,497
| -13% | -$4.49M | 2.8% | 12 |
|
|
2022
Q3 | $26.4M | Sell |
252,425
-1,035
| -0.4% | -$108K | 2.6% | 12 |
|
|
2022
Q2 | $28.5M | Buy |
253,460
+12,732
| +5% | +$1.43M | 2.57% | 12 |
|
|
2022
Q1 | $32.8M | Buy |
240,728
+3,448
| +1% | +$470K | 2.44% | 15 |
|
|
2021
Q4 | $37.6M | Buy |
237,280
+923
| +0.4% | +$146K | 2.54% | 13 |
|
|
2021
Q3 | $38.7M | Buy |
236,357
+1,772
| +0.8% | +$290K | 2.8% | 13 |
|
|
2021
Q2 | $36.5M | Sell |
234,585
-4,239
| -2% | -$659K | 2.62% | 13 |
|
|
2021
Q1 | $36.4M | Sell |
238,824
-183
| -0.1% | -$27.9K | 2.81% | 13 |
|
|
2020
Q4 | $30.4M | Sell |
239,007
-1,535
| -0.6% | -$195K | 2.54% | 17 |
|
|
2020
Q3 | $23.2M | Sell |
240,542
-695
| -0.3% | -$66.9K | 2.21% | 19 |
|
|
2020
Q2 | $22.7M | Sell |
241,237
-1,073
| -0.4% | -$101K | 2.39% | 14 |
|
|
2020
Q1 | $21.8M | Buy |
242,310
+13,881
| +6% | +$1.25M | 2.67% | 12 |
|
|
2019
Q4 | $31.8M | Buy |
228,429
+462
| +0.2% | +$64.4K | 3.41% | 9 |
|
|
2019
Q3 | $26.8M | Sell |
227,967
-2,964
| -1% | -$349K | 3.11% | 11 |
|
|
2019
Q2 | $25.8M | Sell |
230,931
-1,200
| -0.5% | -$134K | 3.03% | 14 |
|
|
2019
Q1 | $23.5M | Buy |
232,131
+3,824
| +2% | +$387K | 3% | 13 |
|
|
2018
Q4 | $22.3M | Sell |
228,307
-23,243
| -9% | -$2.27M | 3.27% | 10 |
|
|
2018
Q3 | $28.4M | Sell |
251,550
-2,774
| -1% | -$313K | 3.39% | 11 |
|
|
2018
Q2 | $26.5M | Buy |
254,324
+11,244
| +5% | +$1.17M | 3.44% | 12 |
|
|
2018
Q1 | $26.7M | Sell |
243,080
-1,020
| -0.4% | -$112K | 3.48% | 12 |
|
|
2017
Q4 | $26.1M | Buy |
244,100
+476
| +0.2% | +$50.9K | 3.18% | 13 |
|
|
2017
Q3 | $23.3M | Sell |
243,624
-3,225
| -1% | -$308K | 2.78% | 16 |
|
|
2017
Q2 | $22.6M | Sell |
246,849
-5,079
| -2% | -$464K | 2.8% | 19 |
|
|
2017
Q1 | $22.1M | Sell |
251,928
-110,126
| -30% | -$9.67M | 2.8% | 18 |
|
|
2016
Q4 | $31.2M | Sell |
362,054
-28,071
| -7% | -$2.42M | 4.01% | 9 |
|
|
2016
Q3 | $26M | Sell |
390,125
-14,050
| -3% | -$936K | 3.27% | 14 |
|
|
2016
Q2 | $25.1M | Buy |
404,175
+1,640
| +0.4% | +$102K | 3.19% | 15 |
|
|
2016
Q1 | $23.8M | Buy |
402,535
+360,619
| +860% | +$21.4M | 2.91% | 17 |
|
|
2015
Q4 | $2.77M | Sell |
41,916
-650
| -2% | -$42.9K | 0.32% | 33 |
|
|
2015
Q3 | $2.6M | Buy |
42,566
+839
| +2% | +$51.1K | 0.3% | 35 |
|
|
2015
Q2 | $2.83M | Hold |
41,727
| – | – | 0.31% | 36 |
|
|
2015
Q1 | $2.53M | Buy |
41,727
+2,003
| +5% | +$121K | 0.3% | 36 |
|
|
2014
Q4 | $2.49M | Buy |
39,724
+739
| +2% | +$46.2K | 0.28% | 40 |
|
|
2014
Q3 | $2.35M | Buy |
38,985
+1,287
| +3% | +$77.5K | 0.28% | 39 |
|
|
2014
Q2 | $2.17M | Buy |
37,698
+4,440
| +13% | +$256K | 0.26% | 38 |
|
|
2014
Q1 | $2.02M | Sell |
33,258
-6,775
| -17% | -$411K | 0.25% | 39 |
|
|
2013
Q4 | $2.34M | Sell |
40,033
-135
| -0.3% | -$7.89K | 0.29% | 35 |
|
|
2013
Q3 | $2.08M | Buy |
40,168
+6,775
| +20% | +$350K | 0.27% | 39 |
|
|
2013
Q2 | $1.76M | Buy |
+33,393
| New | +$1.76M | 0.26% | 40 |
|