Cooper/Haims Advisors’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 | $945K | Buy |
3,261
+213
| +7% | +$61.8K | 0.47% | 25 |
|
|
2025
Q1 | $748K | Sell |
3,048
-8
| -0.3% | -$1.96K | 0.41% | 27 |
|
|
2024
Q4 | $732K | Buy |
3,056
+1
| +0% | +$240 | 0.42% | 27 |
|
|
2024
Q3 | $644K | Sell |
3,055
-184
| -6% | -$38.8K | 0.35% | 31 |
|
|
2024
Q2 | $655K | Buy |
3,239
+319
| +11% | +$64.5K | 0.37% | 29 |
|
|
2024
Q1 | $585K | Buy |
2,920
+159
| +6% | +$31.9K | 0.34% | 33 |
|
|
2023
Q4 | $470K | Sell |
2,761
-73
| -3% | -$12.4K | 0.27% | 39 |
|
|
2023
Q3 | $411K | Buy |
2,834
+76
| +3% | +$11K | 0.32% | 38 |
|
|
2023
Q2 | $401K | Buy |
2,758
+119
| +5% | +$17.3K | 0.31% | 39 |
|
|
2023
Q1 | $344K | Buy |
2,639
+2
| +0.1% | +$261 | 0.28% | 42 |
|
|
2022
Q4 | $354K | Sell |
2,637
-117
| -4% | -$15.7K | 0.25% | 40 |
|
|
2022
Q3 | $288K | Sell |
2,754
-98
| -3% | -$10.2K | 0.24% | 42 |
|
|
2022
Q2 | $321K | Buy |
2,852
+67
| +2% | +$7.54K | 0.21% | 46 |
|
|
2022
Q1 | $380K | Sell |
2,785
-717
| -20% | -$97.8K | 0.25% | 45 |
|
|
2021
Q4 | $555K | Buy |
3,502
+1
| +0% | +$158 | 0.34% | 38 |
|
|
2021
Q3 | $573K | Hold |
3,501
| – | – | 0.35% | 36 |
|
|
2021
Q2 | $545K | Buy |
3,501
+1,070
| +44% | +$167K | 0.36% | 34 |
|
|
2021
Q1 | $370K | Buy |
2,431
+117
| +5% | +$17.8K | 0.26% | 47 |
|
|
2020
Q4 | $294K | Buy |
+2,314
| New | +$294K | 0.23% | 51 |
|
|
2020
Q1 | – | Sell |
-1,851
| Closed | -$258K | – | 50 |
|
|
2019
Q4 | $258K | Hold |
1,851
| – | – | 0.14% | 46 |
|
|
2019
Q3 | $218K | Hold |
1,851
| – | – | 0.13% | 47 |
|
|
2019
Q2 | $207K | Buy |
+1,851
| New | +$207K | 0.13% | 52 |
|
|
2018
Q4 | – | Sell |
-2,084
| Closed | -$235K | – | 61 |
|
|
2018
Q3 | $235K | Sell |
2,084
-18
| -0.9% | -$2.03K | 0.16% | 51 |
|
|
2018
Q2 | $219K | Buy |
2,102
+34
| +2% | +$3.54K | 0.16% | 50 |
|
|
2018
Q1 | $227K | Sell |
2,068
-66
| -3% | -$7.25K | 0.2% | 45 |
|
|
2017
Q4 | $228K | Buy |
+2,134
| New | +$228K | 0.21% | 44 |
|