Columbus Macro’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 | $586K | Sell |
2,020
-35
| -2% | -$10.1K | 0.07% | 160 |
|
|
2025
Q1 | $504K | Sell |
2,055
-94
| -4% | -$23.1K | 0.07% | 160 |
|
|
2024
Q4 | $515K | Buy |
2,149
+509
| +31% | +$122K | 0.07% | 160 |
|
|
2024
Q3 | $354K | Sell |
1,640
-53
| -3% | -$11.4K | 0.13% | 143 |
|
|
2024
Q2 | $345K | Sell |
1,693
-6
| -0.4% | -$1.22K | 0.13% | 146 |
|
|
2024
Q1 | $340K | Sell |
1,699
-161
| -9% | -$32.2K | 0.13% | 147 |
|
|
2023
Q4 | $316K | Sell |
1,860
-41
| -2% | -$6.98K | 0.12% | 150 |
|
|
2023
Q3 | $276K | Sell |
1,901
-59
| -3% | -$8.56K | 0.12% | 147 |
|
|
2023
Q2 | $292K | Sell |
1,960
-1,201
| -38% | -$179K | 0.12% | 138 |
|
|
2023
Q1 | $434K | Buy |
3,161
+181
| +6% | +$24.9K | 0.16% | 132 |
|
|
2022
Q4 | $400K | Buy |
2,980
+38
| +1% | +$5.1K | 0.15% | 138 |
|
|
2022
Q3 | $307K | Buy |
2,942
+57
| +2% | +$5.95K | 0.13% | 149 |
|
|
2022
Q2 | $325K | Buy |
2,885
+73
| +3% | +$8.22K | 0.12% | 144 |
|
|
2022
Q1 | $383K | Sell |
2,812
-21
| -0.7% | -$2.86K | 0.13% | 133 |
|
|
2021
Q4 | $449K | Sell |
2,833
-243
| -8% | -$38.5K | 0.15% | 124 |
|
|
2021
Q3 | $503K | Sell |
3,076
-47
| -2% | -$7.69K | 0.17% | 117 |
|
|
2021
Q2 | $486K | Sell |
3,123
-49
| -2% | -$7.63K | 0.15% | 119 |
|
|
2021
Q1 | $483K | Sell |
3,172
-1,086
| -26% | -$165K | 0.15% | 124 |
|
|
2020
Q4 | $541K | Sell |
4,258
-569
| -12% | -$72.3K | 0.17% | 108 |
|
|
2020
Q3 | $465K | Sell |
4,827
-711
| -13% | -$68.5K | 0.14% | 108 |
|
|
2020
Q2 | $521K | Sell |
5,538
-2,184
| -28% | -$205K | 0.14% | 88 |
|
|
2020
Q1 | $695K | Sell |
7,722
-877
| -10% | -$78.9K | 0.2% | 94 |
|
|
2019
Q4 | $1.2M | Buy |
8,599
+1,607
| +23% | +$224K | 0.27% | 77 |
|
|
2019
Q3 | $823K | Sell |
6,992
-1,528
| -18% | -$180K | 0.21% | 72 |
|
|
2019
Q2 | $953K | Sell |
8,520
-178
| -2% | -$19.9K | 0.2% | 69 |
|
|
2019
Q1 | $880K | Sell |
8,698
-287
| -3% | -$29K | 0.19% | 69 |
|
|
2018
Q4 | $877K | Sell |
8,985
-374
| -4% | -$36.5K | 0.2% | 67 |
|
|
2018
Q3 | $1.06M | Buy |
9,359
+387
| +4% | +$43.7K | 0.26% | 60 |
|
|
2018
Q2 | $935K | Sell |
8,972
-344
| -4% | -$35.8K | 0.24% | 62 |
|
|
2018
Q1 | $1.02M | Sell |
9,316
-916
| -9% | -$101K | 0.26% | 52 |
|
|
2017
Q4 | $1.09M | Buy |
+10,232
| New | +$1.09M | 0.34% | 45 |
|