Connors Investor Services’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 | $19.8M | Sell |
68,397
-1,762
| -3% | -$511K | 1.76% | 14 |
|
|
2025
Q1 | $17.2M | Sell |
70,159
-1,564
| -2% | -$383K | 1.71% | 17 |
|
|
2024
Q4 | $17.2M | Buy |
71,723
+2,612
| +4% | +$626K | 1.61% | 19 |
|
|
2024
Q3 | $14.5M | Sell |
69,111
-2,814
| -4% | -$592K | 1.41% | 30 |
|
|
2024
Q2 | $14.5M | Sell |
71,925
-99
| -0.1% | -$20K | 1.51% | 25 |
|
|
2024
Q1 | $14.4M | Sell |
72,024
-5,489
| -7% | -$1.1M | 1.52% | 26 |
|
|
2023
Q4 | $13.2M | Buy |
77,513
+168
| +0.2% | +$28.6K | 1.48% | 32 |
|
|
2023
Q3 | $11.2M | Buy |
77,345
+410
| +0.5% | +$59.5K | 1.38% | 35 |
|
|
2023
Q2 | $11.2M | Buy |
76,935
+67,004
| +675% | +$9.74M | 1.27% | 35 |
|
|
2023
Q1 | $1.29M | Buy |
9,931
+381
| +4% | +$49.6K | 0.15% | 97 |
|
|
2022
Q4 | $1.28M | Sell |
9,550
-110
| -1% | -$14.8K | 0.16% | 96 |
|
|
2022
Q3 | $1.01M | Hold |
9,660
| – | – | 0.13% | 94 |
|
|
2022
Q2 | $1.09M | Sell |
9,660
-173
| -2% | -$19.5K | 0.14% | 97 |
|
|
2022
Q1 | $1.34M | Sell |
9,833
-82,075
| -89% | -$11.2M | 0.14% | 97 |
|
|
2021
Q4 | $14.6M | Buy |
91,908
+317
| +0.3% | +$50.2K | 1.43% | 21 |
|
|
2021
Q3 | $15M | Buy |
91,591
+1,243
| +1% | +$203K | 1.59% | 13 |
|
|
2021
Q2 | $14.1M | Buy |
90,348
+445
| +0.5% | +$69.2K | 1.46% | 17 |
|
|
2021
Q1 | $13.7M | Sell |
89,903
-33,307
| -27% | -$5.07M | 1.55% | 19 |
|
|
2020
Q4 | $15.7M | Sell |
123,210
-4,641
| -4% | -$590K | 1.94% | 8 |
|
|
2020
Q3 | $12.3M | Sell |
127,851
-2,937
| -2% | -$283K | 1.72% | 17 |
|
|
2020
Q2 | $12.3M | Buy |
130,788
+11,527
| +10% | +$1.08M | 1.83% | 15 |
|
|
2020
Q1 | $10.7M | Buy |
119,261
+39,639
| +50% | +$3.57M | 1.86% | 18 |
|
|
2019
Q4 | $11.1M | Sell |
79,622
-83,714
| -51% | -$11.7M | 1.41% | 30 |
|
|
2019
Q3 | $19.2M | Sell |
163,336
-303
| -0.2% | -$35.7K | 2.64% | 5 |
|
|
2019
Q2 | $18.3M | Buy |
163,639
+5,993
| +4% | +$670K | 2.43% | 6 |
|
|
2019
Q1 | $16M | Buy |
157,646
+2,858
| +2% | +$289K | 2.17% | 8 |
|
|
2018
Q4 | $15.1M | Buy |
154,788
+3,635
| +2% | +$355K | 2.35% | 6 |
|
|
2018
Q3 | $17.1M | Buy |
151,153
+13,665
| +10% | +$1.54M | 2.29% | 5 |
|
|
2018
Q2 | $14.3M | Buy |
137,488
+5,249
| +4% | +$547K | 2.01% | 8 |
|
|
2018
Q1 | $14.5M | Buy |
132,239
+6,121
| +5% | +$673K | 2.13% | 6 |
|
|
2017
Q4 | $13.5M | Buy |
126,118
+2,391
| +2% | +$256K | 1.94% | 10 |
|
|
2017
Q3 | $11.8M | Buy |
123,727
+7,834
| +7% | +$747K | 1.78% | 12 |
|
|
2017
Q2 | $10.6M | Buy |
115,893
+5,348
| +5% | +$489K | 1.67% | 13 |
|
|
2017
Q1 | $9.69M | Buy |
110,545
+40,295
| +57% | +$3.53M | 1.6% | 14 |
|
|
2016
Q4 | $6.06M | Sell |
70,250
-72,240
| -51% | -$6.23M | 1.04% | 39 |
|
|
2016
Q3 | $9.49M | Buy |
142,490
+6,951
| +5% | +$463K | 1.66% | 11 |
|
|
2016
Q2 | $8.42M | Buy |
135,539
+1,890
| +1% | +$117K | 1.63% | 15 |
|
|
2016
Q1 | $7.86M | Buy |
133,649
+5,451
| +4% | +$320K | 1.56% | 14 |
|
|
2015
Q4 | $8.47M | Buy |
128,198
+13,941
| +12% | +$921K | 1.72% | 11 |
|
|
2015
Q3 | $6.97M | Buy |
114,257
+3,835
| +3% | +$234K | 1.57% | 13 |
|
|
2015
Q2 | $7.42M | Buy |
110,422
+14,070
| +15% | +$946K | 1.54% | 14 |
|
|
2015
Q1 | $5.84M | Buy |
96,352
+7,380
| +8% | +$447K | 1.26% | 26 |
|
|
2014
Q4 | $5.57M | Buy |
88,972
+5,015
| +6% | +$314K | 1.27% | 24 |
|
|
2014
Q3 | $5.06M | Buy |
83,957
+4,130
| +5% | +$249K | 1.23% | 27 |
|
|
2014
Q2 | $4.6M | Sell |
79,827
-620
| -0.8% | -$35.7K | 1.1% | 28 |
|
|
2014
Q1 | $4.88M | Buy |
80,447
+7,905
| +11% | +$480K | 1.18% | 27 |
|
|
2013
Q4 | $4.24M | Buy |
72,542
+6,222
| +9% | +$364K | 1.05% | 31 |
|
|
2013
Q3 | $3.43M | Buy |
66,320
+8,395
| +14% | +$434K | 0.96% | 38 |
|
|
2013
Q2 | $3.06M | Buy |
+57,925
| New | +$3.06M | 0.99% | 39 |
|