Carderock Capital 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 | $174K | Buy |
+600
| New | +$174K | 0.04% | 78 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$3.26K | – | 87 |
|
|
2023
Q1 | $3.26K | Sell |
25
-19,846
| -100% | -$2.59M | ﹤0.01% | 125 |
|
|
2022
Q4 | $2.67M | Sell |
19,871
-1,821
| -8% | -$244K | 1.11% | 40 |
|
|
2022
Q3 | $2.27M | Sell |
21,692
-17,304
| -44% | -$1.81M | 1.16% | 39 |
|
|
2022
Q2 | $4.39M | Buy |
38,996
+9,320
| +31% | +$1.05M | 1.83% | 22 |
|
|
2022
Q1 | $4.05M | Buy |
29,676
+181
| +0.6% | +$24.7K | 1.31% | 41 |
|
|
2021
Q4 | $4.67M | Buy |
29,495
+2,760
| +10% | +$437K | 1.12% | 40 |
|
|
2021
Q3 | $4.38M | Buy |
26,735
+700
| +3% | +$115K | 1.23% | 36 |
|
|
2021
Q2 | $4.05M | Sell |
26,035
-71
| -0.3% | -$11K | 1.11% | 42 |
|
|
2021
Q1 | $3.97M | Buy |
26,106
+93
| +0.4% | +$14.2K | 1.19% | 42 |
|
|
2020
Q4 | $3.31M | Sell |
26,013
-1,501
| -5% | -$191K | 1% | 45 |
|
|
2020
Q3 | $2.65M | Sell |
27,514
-2,487
| -8% | -$239K | 0.89% | 47 |
|
|
2020
Q2 | $2.82M | Buy |
30,001
+737
| +3% | +$69.3K | 1.04% | 44 |
|
|
2020
Q1 | $2.64M | Sell |
29,264
-5,545
| -16% | -$499K | 1.21% | 42 |
|
|
2019
Q4 | $4.85M | Buy |
34,809
+8,557
| +33% | +$1.19M | 1.63% | 33 |
|
|
2019
Q3 | $3.09M | Buy |
26,252
+510
| +2% | +$60K | 1.14% | 45 |
|
|
2019
Q2 | $2.88M | Buy |
25,742
+216
| +0.8% | +$24.1K | 1.09% | 46 |
|
|
2019
Q1 | $2.58M | Buy |
25,526
+3,064
| +14% | +$310K | 1.05% | 43 |
|
|
2018
Q4 | $2.19M | Sell |
22,462
-507
| -2% | -$49.5K | 1.13% | 43 |
|
|
2018
Q3 | $2.59M | Buy |
22,969
+325
| +1% | +$36.7K | 1.02% | 44 |
|
|
2018
Q2 | $2.36M | Sell |
22,644
-67
| -0.3% | -$6.98K | 1.02% | 45 |
|
|
2018
Q1 | $2.5M | Buy |
22,711
+405
| +2% | +$44.5K | 1.1% | 43 |
|
|
2017
Q4 | $2.39M | Buy |
22,306
+702
| +3% | +$75.1K | 1.05% | 44 |
|
|
2017
Q3 | $2.06M | Buy |
21,604
+94
| +0.4% | +$8.98K | 0.93% | 47 |
|
|
2017
Q2 | $1.97M | Buy |
21,510
+58
| +0.3% | +$5.3K | 0.89% | 49 |
|
|
2017
Q1 | $1.88M | Buy |
+21,452
| New | +$1.88M | 0.87% | 51 |
|