Capital Planning’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 | $256K | Sell |
883
-1,143
| -56% | -$331K | 0.08% | 67 |
|
|
2025
Q1 | $497K | Sell |
2,026
-331
| -14% | -$81.2K | 0.14% | 62 |
|
|
2024
Q4 | $565K | Buy |
2,357
+276
| +13% | +$66.2K | 0.15% | 60 |
|
|
2024
Q3 | $439K | Buy |
2,081
+351
| +20% | +$74K | 0.12% | 63 |
|
|
2024
Q2 | $350K | Hold |
1,730
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $347K | Hold |
1,730
| – | – | 0.11% | 65 |
|
|
2023
Q4 | $294K | Sell |
1,730
-15
| -0.9% | -$2.55K | 0.1% | 68 |
|
|
2023
Q3 | $253K | Hold |
1,745
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $254K | Sell |
1,745
-58
| -3% | -$8.44K | 0.1% | 67 |
|
|
2023
Q1 | $235K | Buy |
+1,803
| New | +$235K | 0.1% | 67 |
|
|
2022
Q4 | – | Sell |
-3,319
| Closed | -$347K | – | 79 |
|
|
2022
Q3 | $347K | Hold |
3,319
| – | – | 0.2% | 48 |
|
|
2022
Q2 | $374K | Buy |
3,319
+42
| +1% | +$4.73K | 0.2% | 46 |
|
|
2022
Q1 | $447K | Sell |
3,277
-34
| -1% | -$4.64K | 0.17% | 48 |
|
|
2021
Q4 | $524K | Hold |
3,311
| – | – | 0.19% | 52 |
|
|
2021
Q3 | $542K | Hold |
3,311
| – | – | 0.22% | 47 |
|
|
2021
Q2 | $515K | Sell |
3,311
-825
| -20% | -$128K | 0.22% | 50 |
|
|
2021
Q1 | $630K | Hold |
4,136
| – | – | 0.28% | 40 |
|
|
2020
Q4 | $526K | Buy |
+4,136
| New | +$526K | 0.25% | 46 |
|