Churchill 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 | $21.7M | Buy |
75,014
+39,275
| +110% | +$11.4M | 0.24% | 36 |
|
|
2025
Q1 | $8.77M | Sell |
35,739
-310
| -0.9% | -$76K | 0.11% | 78 |
|
|
2024
Q4 | $8.64M | Sell |
36,049
-960
| -3% | -$230K | 0.09% | 80 |
|
|
2024
Q3 | $7.8M | Sell |
37,009
-1,067
| -3% | -$225K | 0.09% | 88 |
|
|
2024
Q2 | $7.7M | Buy |
38,076
+7,089
| +23% | +$1.43M | 0.09% | 87 |
|
|
2024
Q1 | $6.21M | Sell |
30,987
-28
| -0.1% | -$5.61K | 0.08% | 96 |
|
|
2023
Q4 | $5.28M | Buy |
31,015
+393
| +1% | +$66.9K | 0.08% | 94 |
|
|
2023
Q3 | $4.44M | Buy |
30,622
+778
| +3% | +$113K | 0.08% | 99 |
|
|
2023
Q2 | $4.34M | Buy |
29,844
+133
| +0.4% | +$19.3K | 0.07% | 101 |
|
|
2023
Q1 | $3.87M | Buy |
29,711
+984
| +3% | +$128K | 0.08% | 102 |
|
|
2022
Q4 | $3.85M | Sell |
28,727
-3,243
| -10% | -$435K | 0.09% | 89 |
|
|
2022
Q3 | $3.34M | Sell |
31,970
-19,285
| -38% | -$2.02M | 0.09% | 96 |
|
|
2022
Q2 | $5.77M | Sell |
51,255
-589
| -1% | -$66.3K | 0.14% | 85 |
|
|
2022
Q1 | $7.07M | Sell |
51,844
-86,079
| -62% | -$11.7M | 0.12% | 87 |
|
|
2021
Q4 | $21.8M | Buy |
137,923
+1,351
| +1% | +$214K | 0.3% | 37 |
|
|
2021
Q3 | $22.4M | Buy |
136,572
+32,809
| +32% | +$5.37M | 0.34% | 37 |
|
|
2021
Q2 | $16.1M | Buy |
103,763
+14,589
| +16% | +$2.27M | 0.24% | 53 |
|
|
2021
Q1 | $13.6M | Buy |
89,174
+14,914
| +20% | +$2.27M | 0.22% | 58 |
|
|
2020
Q4 | $9.44M | Sell |
74,260
-2,044
| -3% | -$260K | 0.16% | 77 |
|
|
2020
Q3 | $7.35M | Buy |
+76,304
| New | +$7.35M | 0.18% | 74 |
|
|
2018
Q4 | – | Sell |
-18,622
| Closed | -$2.1M | – | 128 |
|
|
2018
Q3 | $2.1M | Buy |
18,622
+1,266
| +7% | +$143K | 0.05% | 109 |
|
|
2018
Q2 | $1.81M | Buy |
17,356
+1,002
| +6% | +$104K | 0.05% | 106 |
|
|
2018
Q1 | $1.8M | Buy |
16,354
+590
| +4% | +$64.9K | 0.05% | 103 |
|
|
2017
Q4 | $1.69M | Buy |
15,764
+350
| +2% | +$37.4K | 0.04% | 108 |
|
|
2017
Q3 | $1.47M | Sell |
15,414
-183
| -1% | -$17.5K | 0.04% | 104 |
|
|
2017
Q2 | $1.43M | Buy |
15,597
+35
| +0.2% | +$3.2K | 0.04% | 105 |
|
|
2017
Q1 | $1.37M | Buy |
+15,562
| New | +$1.37M | 0.04% | 108 |
|
|
2015
Q1 | – | Sell |
-48,295
| Closed | -$3.02M | – | 186 |
|
|
2014
Q4 | $3.02M | Sell |
48,295
-2,844
| -6% | -$178K | 0.12% | 101 |
|
|
2014
Q3 | $3.08M | Buy |
+51,139
| New | +$3.08M | 0.13% | 92 |
|