Clear Investment Research’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 | $39.5K | Buy |
136
+1
| +0.7% | +$291 | 0.05% | 120 |
|
|
2025
Q1 | $33.2K | Sell |
135
-3
| -2% | -$739 | 0.04% | 127 |
|
|
2024
Q4 | $33.3K | Hold |
138
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $29.1K | Buy |
138
+8
| +6% | +$1.69K | 0.04% | 130 |
|
|
2024
Q2 | $26.4K | Sell |
130
-4
| -3% | -$813 | 0.03% | 125 |
|
|
2024
Q1 | $26.9K | Sell |
134
-5
| -4% | -$1K | 0.04% | 128 |
|
|
2023
Q4 | $23.7K | Sell |
139
-2
| -1% | -$341 | 0.03% | 142 |
|
|
2023
Q3 | $20.5K | Buy |
141
+3
| +2% | +$437 | 0.04% | 111 |
|
|
2023
Q2 | $20.2K | Buy |
138
+16
| +13% | +$2.34K | 0.03% | 115 |
|
|
2023
Q1 | $15.9K | Buy |
122
+1
| +0.8% | +$130 | 0.03% | 117 |
|
|
2022
Q4 | $16K | Buy |
121
+1
| +0.8% | +$132 | 0.03% | 110 |
|
|
2022
Q3 | $13K | Buy |
120
+4
| +3% | +$433 | 0.03% | 112 |
|
|
2022
Q2 | $16K | Hold |
116
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $16K | Buy |
116
+63
| +119% | +$8.69K | 0.03% | 104 |
|
|
2021
Q4 | $8K | Buy |
53
+51
| +2,550% | +$7.7K | 0.01% | 118 |
|
|
2021
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 147 |
|
|
2019
Q4 | – | Sell |
-35
| Closed | -$4K | – | 239 |
|
|
2019
Q3 | $4K | Hold |
35
| – | – | 0.01% | 92 |
|
|
2019
Q2 | $4K | Hold |
35
| – | – | 0.01% | 92 |
|
|
2019
Q1 | $4K | Hold |
35
| – | – | 0.01% | 89 |
|
|
2018
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 88 |
|
|
2018
Q3 | $4K | Buy |
+35
| New | +$4K | 0.01% | 87 |
|