Clearstead Trust’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 | $10.3M | Buy |
35,462
+1,603
| +5% | +$465K | 1.95% | 11 |
|
|
2025
Q1 | $8.31M | Sell |
33,859
-1,311
| -4% | -$322K | 1.85% | 12 |
|
|
2024
Q4 | $8.43M | Buy |
35,170
+5,708
| +19% | +$1.37M | 1.82% | 12 |
|
|
2024
Q3 | $6.21M | Buy |
29,462
+303
| +1% | +$63.9K | 1.49% | 16 |
|
|
2024
Q2 | $5.9M | Buy |
29,159
+502
| +2% | +$102K | 1.47% | 12 |
|
|
2024
Q1 | $5.74M | Sell |
28,657
-5,017
| -15% | -$1M | 1.5% | 13 |
|
|
2023
Q4 | $5.73M | Buy |
33,674
+6,073
| +22% | +$1.03M | 1.57% | 12 |
|
|
2023
Q3 | $4M | Sell |
27,601
-3,527
| -11% | -$511K | 1.32% | 13 |
|
|
2023
Q2 | $4.13M | Buy |
31,128
+34
| +0.1% | +$4.51K | 1.33% | 14 |
|
|
2023
Q1 | $4.05M | Sell |
31,094
-447
| -1% | -$58.2K | 1.29% | 15 |
|
|
2022
Q4 | $4.23M | Buy |
31,541
+197
| +0.6% | +$26.4K | 1.41% | 18 |
|
|
2022
Q3 | $3.28M | Buy |
31,344
+3,737
| +14% | +$390K | 1.14% | 20 |
|
|
2022
Q2 | $3.11M | Buy |
27,607
+1,146
| +4% | +$129K | 2.36% | 18 |
|
|
2022
Q1 | $3.61M | Buy |
26,461
+317
| +1% | +$43.2K | 2.34% | 18 |
|
|
2021
Q4 | $4.14M | Buy |
26,144
+118
| +0.5% | +$18.7K | 2.44% | 16 |
|
|
2021
Q3 | $4.26M | Buy |
26,026
+1,480
| +6% | +$242K | 2.7% | 10 |
|
|
2021
Q2 | $3.82M | Sell |
24,546
-119
| -0.5% | -$18.5K | 2.49% | 11 |
|
|
2021
Q1 | $3.76M | Buy |
24,665
+832
| +3% | +$127K | 2.78% | 11 |
|
|
2020
Q4 | $3.03M | Buy |
23,833
+212
| +0.9% | +$26.9K | 1.8% | 16 |
|
|
2020
Q3 | $2.27M | Sell |
23,621
-305
| -1% | -$29.4K | 1.81% | 20 |
|
|
2020
Q2 | $2.25M | Buy |
23,926
+5,933
| +33% | +$558K | 1.9% | 18 |
|
|
2020
Q1 | $1.62M | Buy |
17,993
+449
| +3% | +$40.4K | 1.47% | 25 |
|
|
2019
Q4 | $2.45M | Sell |
17,544
-368
| -2% | -$51.3K | 1.79% | 22 |
|
|
2019
Q3 | $2.11M | Sell |
17,912
-514
| -3% | -$60.5K | 1.64% | 23 |
|
|
2019
Q2 | $2.06M | Buy |
18,426
+1,028
| +6% | +$115K | 1.64% | 22 |
|
|
2019
Q1 | $1.76M | Buy |
17,398
+3,468
| +25% | +$351K | 1.47% | 23 |
|
|
2018
Q4 | $1.36M | Sell |
13,930
-6,089
| -30% | -$594K | 1.26% | 23 |
|
|
2018
Q3 | $2.26M | Buy |
20,019
+2,733
| +16% | +$308K | 1.73% | 21 |
|
|
2018
Q2 | $1.8M | Buy |
17,286
+2,904
| +20% | +$303K | 1.61% | 21 |
|
|
2018
Q1 | $1.58M | Buy |
14,382
+12,897
| +868% | +$1.42M | 1.36% | 26 |
|
|
2017
Q4 | $159K | Hold |
1,485
| – | – | 0.11% | 114 |
|
|
2017
Q3 | $142K | Hold |
1,485
| – | – | 0.11% | 125 |
|
|
2017
Q2 | $136K | Buy |
+1,485
| New | +$136K | 0.11% | 115 |
|