Chatham Capital Group’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 | $4.47M | Hold |
15,435
| – | – | 0.68% | 43 |
|
|
2025
Q1 | $3.79M | Hold |
15,435
| – | – | 0.63% | 50 |
|
|
2024
Q4 | $3.7M | Sell |
15,435
-30
| -0.2% | -$7.19K | 0.61% | 49 |
|
|
2024
Q3 | $3.26M | Sell |
15,465
-307
| -2% | -$64.7K | 0.53% | 59 |
|
|
2024
Q2 | $3.19M | Sell |
15,772
-10
| -0.1% | -$2.02K | 0.56% | 54 |
|
|
2024
Q1 | $3.16M | Buy |
15,782
+375
| +2% | +$75.1K | 0.58% | 55 |
|
|
2023
Q4 | $2.62M | Hold |
15,407
| – | – | 0.53% | 56 |
|
|
2023
Q3 | $2.23M | Buy |
15,407
+42
| +0.3% | +$6.09K | 0.5% | 62 |
|
|
2023
Q2 | $2.23M | Buy |
15,365
+50
| +0.3% | +$7.27K | 0.47% | 71 |
|
|
2023
Q1 | $2M | Buy |
15,315
+150
| +1% | +$19.5K | 0.45% | 74 |
|
|
2022
Q4 | $2.03M | Sell |
15,165
-3,475
| -19% | -$466K | 0.48% | 71 |
|
|
2022
Q3 | $1.95M | Buy |
18,640
+1,940
| +12% | +$203K | 0.48% | 69 |
|
|
2022
Q2 | $1.88M | Buy |
16,700
+4,315
| +35% | +$486K | 0.43% | 68 |
|
|
2022
Q1 | $1.69M | Hold |
12,385
| – | – | 0.33% | 84 |
|
|
2021
Q4 | $1.96M | Sell |
12,385
-500
| -4% | -$79.2K | 0.35% | 75 |
|
|
2021
Q3 | $2.11M | Sell |
12,885
-250
| -2% | -$40.9K | 0.41% | 67 |
|
|
2021
Q2 | $2.04M | Hold |
13,135
| – | – | 0.4% | 69 |
|
|
2021
Q1 | $2M | Sell |
13,135
-50
| -0.4% | -$7.61K | 0.42% | 68 |
|
|
2020
Q4 | $1.68M | Sell |
13,185
-400
| -3% | -$50.8K | 0.38% | 72 |
|
|
2020
Q3 | $1.31M | Sell |
13,585
-27,710
| -67% | -$2.67M | 0.32% | 77 |
|
|
2020
Q2 | $3.88M | Buy |
41,295
+3,475
| +9% | +$327K | 1.01% | 29 |
|
|
2020
Q1 | $3.41M | Sell |
37,820
-330
| -0.9% | -$29.7K | 1.01% | 32 |
|
|
2019
Q4 | $5.32M | Sell |
38,150
-275
| -0.7% | -$38.3K | 1.31% | 23 |
|
|
2019
Q3 | $4.52M | Sell |
38,425
-83
| -0.2% | -$9.77K | 1.16% | 28 |
|
|
2019
Q2 | $4.31M | Buy |
38,508
+332
| +0.9% | +$37.1K | 1.08% | 28 |
|
|
2019
Q1 | $3.87M | Sell |
38,176
-1,669
| -4% | -$169K | 0.99% | 30 |
|
|
2018
Q4 | $3.89M | Buy |
39,845
+30,135
| +310% | +$2.94M | 1.08% | 26 |
|
|
2018
Q3 | $1.1M | Sell |
9,710
-326
| -3% | -$36.8K | 0.28% | 80 |
|
|
2018
Q2 | $1.05M | Buy |
10,036
+1,326
| +15% | +$138K | 0.28% | 81 |
|
|
2018
Q1 | $958K | Buy |
8,710
+304
| +4% | +$33.4K | 0.26% | 83 |
|
|
2017
Q4 | $899K | Hold |
8,406
| – | – | 0.25% | 81 |
|
|
2017
Q3 | $803K | Sell |
8,406
-675
| -7% | -$64.5K | 0.23% | 90 |
|
|
2017
Q2 | $830K | Buy |
9,081
+500
| +6% | +$45.7K | 0.23% | 90 |
|
|
2017
Q1 | $754K | Buy |
8,581
+96
| +1% | +$8.44K | 0.21% | 96 |
|
|
2016
Q4 | $732K | Sell |
8,485
-500
| -6% | -$43.1K | 0.21% | 91 |
|
|
2016
Q3 | $598K | Buy |
8,985
+200
| +2% | +$13.3K | 0.19% | 89 |
|
|
2016
Q2 | $546K | Sell |
8,785
-525
| -6% | -$32.6K | 0.17% | 94 |
|
|
2016
Q1 | $551K | Hold |
9,310
| – | – | 0.17% | 93 |
|
|
2015
Q4 | $615K | Buy |
9,310
+1,240
| +15% | +$81.9K | 0.2% | 90 |
|
|
2015
Q3 | $492K | Sell |
8,070
-722
| -8% | -$44K | 0.17% | 98 |
|
|
2015
Q2 | $596K | Sell |
8,792
-268
| -3% | -$18.2K | 0.17% | 102 |
|
|
2015
Q1 | $549K | Buy |
9,060
+490
| +6% | +$29.7K | 0.16% | 109 |
|
|
2014
Q4 | $536K | Hold |
8,570
| – | – | 0.16% | 113 |
|
|
2014
Q3 | $516K | Buy |
+8,570
| New | +$516K | 0.16% | 107 |
|