Cornerstone Advisory’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 | $3.86M | Buy |
13,302
+220
| +2% | +$63.8K | 0.41% | 49 |
|
|
2025
Q1 | $3.26M | Buy |
13,082
+116
| +0.9% | +$28.9K | 0.38% | 50 |
|
|
2024
Q4 | $3.59M | Buy |
12,966
+409
| +3% | +$113K | 0.41% | 49 |
|
|
2024
Q3 | $2.65M | Buy |
12,557
+155
| +1% | +$32.7K | 0.35% | 55 |
|
|
2024
Q2 | $2.51M | Sell |
12,402
-1,022
| -8% | -$207K | 0.35% | 53 |
|
|
2024
Q1 | $2.69M | Buy |
13,424
+786
| +6% | +$157K | 0.38% | 53 |
|
|
2023
Q4 | $2.15M | Buy |
12,638
+167
| +1% | +$28.4K | 0.34% | 53 |
|
|
2023
Q3 | $1.81M | Sell |
12,471
-595
| -5% | -$86.3K | 0.32% | 53 |
|
|
2023
Q2 | $1.9M | Sell |
13,066
-2,345
| -15% | -$341K | 0.33% | 45 |
|
|
2023
Q1 | $2.01M | Sell |
15,411
-1,052
| -6% | -$137K | 0.36% | 45 |
|
|
2022
Q4 | $2.21M | Buy |
16,463
+194
| +1% | +$26K | 0.44% | 44 |
|
|
2022
Q3 | $1.7M | Buy |
16,269
+1,003
| +7% | +$105K | 0.38% | 45 |
|
|
2022
Q2 | $1.72M | Sell |
15,266
-9,569
| -39% | -$1.08M | 0.39% | 45 |
|
|
2022
Q1 | $3.39M | Buy |
24,835
+3,992
| +19% | +$544K | 0.52% | 38 |
|
|
2021
Q4 | $3.3M | Buy |
20,843
+961
| +5% | +$152K | 0.47% | 38 |
|
|
2021
Q3 | $3.25M | Buy |
19,882
+3,227
| +19% | +$528K | 0.54% | 40 |
|
|
2021
Q2 | $2.59M | Buy |
16,655
+635
| +4% | +$98.7K | 0.44% | 44 |
|
|
2021
Q1 | $2.44M | Sell |
16,020
-647
| -4% | -$98.5K | 0.46% | 44 |
|
|
2020
Q4 | $2.12M | Sell |
16,667
-2,955
| -15% | -$376K | 0.43% | 49 |
|
|
2020
Q3 | $1.89M | Sell |
19,622
-1,971
| -9% | -$190K | 0.44% | 50 |
|
|
2020
Q2 | $2.03M | Buy |
21,593
+10,690
| +98% | +$1.01M | 0.53% | 42 |
|
|
2020
Q1 | $982K | Sell |
10,903
-168
| -2% | -$15.1K | 0.3% | 63 |
|
|
2019
Q4 | $1.54M | Buy |
11,071
+1,403
| +15% | +$196K | 0.32% | 63 |
|
|
2019
Q3 | $1.14M | Sell |
9,668
-629
| -6% | -$74K | 0.25% | 66 |
|
|
2019
Q2 | $1.15M | Buy |
10,297
+571
| +6% | +$63.8K | 0.25% | 66 |
|
|
2019
Q1 | $985K | Sell |
9,726
-437
| -4% | -$44.3K | 0.22% | 72 |
|
|
2018
Q4 | $992K | Buy |
10,163
+2,995
| +42% | +$292K | 0.26% | 70 |
|
|
2018
Q3 | $809K | Buy |
7,168
+271
| +4% | +$30.6K | 0.24% | 72 |
|
|
2018
Q2 | $719K | Sell |
6,897
-586
| -8% | -$61.1K | 0.24% | 74 |
|
|
2018
Q1 | $823K | Buy |
7,483
+857
| +13% | +$94.3K | 0.3% | 66 |
|
|
2017
Q4 | $709K | Buy |
6,626
+290
| +5% | +$31K | 0.24% | 76 |
|
|
2017
Q3 | $605K | Sell |
6,336
-444
| -7% | -$42.4K | 0.2% | 79 |
|
|
2017
Q2 | $620K | Buy |
6,780
+332
| +5% | +$30.4K | 0.21% | 80 |
|
|
2017
Q1 | $566K | Sell |
6,448
-94
| -1% | -$8.25K | 0.29% | 56 |
|
|
2016
Q4 | $565K | Buy |
6,542
+125
| +2% | +$10.8K | 0.42% | 41 |
|
|
2016
Q3 | $427K | Sell |
6,417
-783
| -11% | -$52.1K | 0.35% | 44 |
|
|
2016
Q2 | $447K | Sell |
7,200
-580
| -7% | -$36K | 0.38% | 46 |
|
|
2016
Q1 | $461K | Buy |
7,780
+455
| +6% | +$27K | 0.39% | 38 |
|
|
2015
Q4 | $484K | Buy |
+7,325
| New | +$484K | 0.42% | 37 |
|