Constitution Capital’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 | $11.7M | Buy |
40,509
+967
| +2% | +$280K | 5.99% | 2 |
|
2025
Q1 | $9.7M | Buy |
39,542
+1,545
| +4% | +$379K | 5.37% | 2 |
|
2024
Q4 | $9.11M | Sell |
37,997
-22,050
| -37% | -$5.29M | 5.11% | 2 |
|
2024
Q3 | $12.7M | Buy |
60,047
+2,498
| +4% | +$527K | 6.76% | 2 |
|
2024
Q2 | $11.6M | Sell |
57,549
-599
| -1% | -$121K | 6.14% | 3 |
|
2024
Q1 | $11.6M | Sell |
58,148
-125
| -0.2% | -$25K | 6.58% | 3 |
|
2023
Q4 | $9.91M | Sell |
58,273
-4,322
| -7% | -$735K | 5.98% | 4 |
|
2023
Q3 | $9.08M | Sell |
62,595
-1,808
| -3% | -$262K | 6.18% | 4 |
|
2023
Q2 | $9.37M | Sell |
64,403
-154
| -0.2% | -$22.4K | 5.33% | 4 |
|
2023
Q1 | $8.41M | Sell |
64,557
-18,776
| -23% | -$2.45M | 5.1% | 4 |
|
2022
Q4 | $11.2M | Buy |
83,333
+12,625
| +18% | +$1.69M | 6.9% | 3 |
|
2022
Q3 | $7.39M | Buy |
70,708
+10,875
| +18% | +$1.14M | 4.94% | 4 |
|
2022
Q2 | $6.74M | Sell |
59,833
-13,950
| -19% | -$1.57M | 4.32% | 6 |
|
2022
Q1 | $10.1M | Buy |
73,783
+18,930
| +35% | +$2.58M | 5.51% | 4 |
|
2021
Q4 | $8.69M | Buy |
54,853
+515
| +0.9% | +$81.6K | 4.63% | 6 |
|
2021
Q3 | $8.9M | Sell |
54,338
-880
| -2% | -$144K | 5.34% | 3 |
|
2021
Q2 | $8.59M | Sell |
55,218
-4,250
| -7% | -$661K | 5.26% | 3 |
|
2021
Q1 | $9.05M | Sell |
59,468
-745
| -1% | -$113K | 5.98% | 3 |
|
2020
Q4 | $7.65M | Buy |
+60,213
| New | +$7.65M | 5.44% | 4 |
|