Chicago 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
Q2 | $41.2M | Buy |
142,003
+83,417
| +142% | +$24.2M | 1.02% | 34 |
|
|
2025
Q1 | $14.4M | Buy |
58,586
+2,862
| +5% | +$702K | 0.41% | 50 |
|
|
2024
Q4 | $13.4M | Sell |
55,724
-3,806
| -6% | -$912K | 0.35% | 55 |
|
|
2024
Q3 | $12.6M | Buy |
59,530
+316
| +0.5% | +$66.6K | 0.35% | 55 |
|
|
2024
Q2 | $12M | Buy |
59,214
+3,249
| +6% | +$657K | 0.36% | 56 |
|
|
2024
Q1 | $11.2M | Buy |
55,965
+357
| +0.6% | +$71.5K | 0.34% | 55 |
|
|
2023
Q4 | $9.46M | Buy |
55,608
+430
| +0.8% | +$73.1K | 0.34% | 50 |
|
|
2023
Q3 | $8M | Hold |
55,178
| – | – | 0.37% | 47 |
|
|
2023
Q2 | $8.03M | Sell |
55,178
-5,890
| -10% | -$857K | 0.36% | 47 |
|
|
2023
Q1 | $7.96M | Sell |
61,068
-942
| -2% | -$123K | 0.4% | 49 |
|
|
2022
Q4 | $8.32M | Sell |
62,010
-397
| -0.6% | -$53.2K | 0.46% | 49 |
|
|
2022
Q3 | $6.52M | Sell |
62,407
-601
| -1% | -$62.8K | 0.38% | 52 |
|
|
2022
Q2 | $7.1M | Buy |
63,008
+65
| +0.1% | +$7.32K | 0.39% | 50 |
|
|
2022
Q1 | $8.58M | Buy |
62,943
+160
| +0.3% | +$21.8K | 0.37% | 53 |
|
|
2021
Q4 | $9.94M | Buy |
62,783
+522
| +0.8% | +$82.7K | 0.37% | 53 |
|
|
2021
Q3 | $10.2M | Buy |
62,261
+150
| +0.2% | +$24.6K | 0.39% | 49 |
|
|
2021
Q2 | $9.66M | Buy |
62,111
+1,930
| +3% | +$300K | 0.38% | 50 |
|
|
2021
Q1 | $9.16M | Sell |
60,181
-227
| -0.4% | -$34.6K | 0.39% | 50 |
|
|
2020
Q4 | $7.68M | Buy |
60,408
+144
| +0.2% | +$18.3K | 0.34% | 52 |
|
|
2020
Q3 | $5.8M | Buy |
60,264
+35
| +0.1% | +$3.37K | 0.3% | 50 |
|
|
2020
Q2 | $5.67M | Buy |
60,229
+100
| +0.2% | +$9.41K | 0.33% | 50 |
|
|
2020
Q1 | $5.41M | Buy |
60,129
+65
| +0.1% | +$5.85K | 0.44% | 50 |
|
|
2019
Q4 | $8.37M | Hold |
60,064
| – | – | 0.51% | 51 |
|
|
2019
Q3 | $7.07M | Buy |
60,064
+143
| +0.2% | +$16.8K | 0.47% | 53 |
|
|
2019
Q2 | $6.7M | Buy |
59,921
+489
| +0.8% | +$54.7K | 0.43% | 57 |
|
|
2019
Q1 | $6.02M | Sell |
59,432
-925
| -2% | -$93.6K | 0.41% | 58 |
|
|
2018
Q4 | $5.89M | Buy |
60,357
+836
| +1% | +$81.6K | 0.48% | 52 |
|
|
2018
Q3 | $6.72M | Buy |
59,521
+45
| +0.1% | +$5.08K | 0.46% | 50 |
|
|
2018
Q2 | $6.2M | Buy |
59,476
+44,823
| +306% | +$4.67M | 0.5% | 52 |
|
|
2018
Q1 | $1.61M | Buy |
+14,653
| New | +$1.61M | 0.22% | 64 |
|