Costello Asset Management’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 | $1.55M | Sell |
5,335
-1,141
| -18% | -$331K | 0.58% | 38 |
|
|
2025
Q1 | $1.59M | Buy |
6,476
+56
| +0.9% | +$13.7K | 0.64% | 35 |
|
|
2024
Q4 | $1.54M | Sell |
6,420
-56
| -0.9% | -$13.4K | 1.02% | 36 |
|
|
2024
Q3 | $1.37M | Sell |
6,476
-326
| -5% | -$68.7K | 0.91% | 36 |
|
|
2024
Q2 | $1.38M | Sell |
6,802
-150
| -2% | -$30.3K | 1.03% | 31 |
|
|
2024
Q1 | $1.39M | Sell |
6,952
-937
| -12% | -$188K | 1% | 29 |
|
|
2023
Q4 | $1.34M | Sell |
7,889
-2,679
| -25% | -$456K | 1.11% | 26 |
|
|
2023
Q3 | $1.53M | Sell |
10,568
-494
| -4% | -$71.6K | 1.41% | 23 |
|
|
2023
Q2 | $1.61M | Sell |
11,062
-10
| -0.1% | -$1.45K | 1.38% | 24 |
|
|
2023
Q1 | $1.44M | Sell |
11,072
-667
| -6% | -$86.9K | 1.49% | 19 |
|
|
2022
Q4 | $1.57M | Sell |
11,739
-43
| -0.4% | -$5.77K | 1.42% | 19 |
|
|
2022
Q3 | $1.23M | Sell |
11,782
-663
| -5% | -$69.3K | 1.16% | 29 |
|
|
2022
Q2 | $1.4M | Sell |
12,445
-61
| -0.5% | -$6.87K | 1.21% | 29 |
|
|
2022
Q1 | $1.71M | Buy |
12,506
+6,250
| +100% | +$852K | 1.17% | 31 |
|
|
2021
Q4 | $991K | Buy |
6,256
+987
| +19% | +$156K | 0.61% | 36 |
|
|
2021
Q3 | $862K | Sell |
5,269
-134
| -2% | -$21.9K | 0.55% | 39 |
|
|
2021
Q2 | $840K | Sell |
5,403
-20
| -0.4% | -$3.11K | 0.55% | 38 |
|
|
2021
Q1 | $826K | Buy |
5,423
+239
| +5% | +$36.4K | 0.57% | 37 |
|
|
2020
Q4 | $659K | Buy |
5,184
+92
| +2% | +$11.7K | 0.5% | 36 |
|
|
2020
Q3 | $490K | Buy |
5,092
+7
| +0.1% | +$674 | 0.43% | 38 |
|
|
2020
Q2 | $478K | Buy |
+5,085
| New | +$478K | 0.47% | 37 |
|