Courier 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 | $24.1M | Sell |
83,059
-1,586
| -2% | -$460K | 1.46% | 13 |
|
|
2025
Q1 | $20.8M | Buy |
84,645
+47
| +0.1% | +$11.5K | 1.36% | 16 |
|
|
2024
Q4 | $20.3M | Sell |
84,598
-7,008
| -8% | -$1.68M | 1.4% | 16 |
|
|
2024
Q3 | $19.3M | Sell |
91,606
-511
| -0.6% | -$108K | 1.32% | 16 |
|
|
2024
Q2 | $18.6M | Sell |
92,117
-954
| -1% | -$193K | 1.48% | 14 |
|
|
2024
Q1 | $18.6M | Sell |
93,071
-1,940
| -2% | -$389K | 1.35% | 16 |
|
|
2023
Q4 | $16.2M | Sell |
95,011
-302
| -0.3% | -$51.4K | 1.23% | 17 |
|
|
2023
Q3 | $13.8M | Sell |
95,313
-3,343
| -3% | -$485K | 1.15% | 19 |
|
|
2023
Q2 | $14.3M | Buy |
98,656
+19,350
| +24% | +$2.81M | 1.13% | 21 |
|
|
2023
Q1 | $10.3M | Sell |
79,306
-1,805
| -2% | -$235K | 1.14% | 19 |
|
|
2022
Q4 | $10.9M | Sell |
81,111
-542
| -0.7% | -$72.7K | 1.25% | 18 |
|
|
2022
Q3 | $8.53M | Buy |
81,653
+1,147
| +1% | +$120K | 1.06% | 22 |
|
|
2022
Q2 | $9.07M | Buy |
80,506
+534
| +0.7% | +$60.1K | 1.06% | 22 |
|
|
2022
Q1 | $10.9M | Sell |
79,972
-4,425
| -5% | -$603K | 1.09% | 20 |
|
|
2021
Q4 | $13.4M | Sell |
84,397
-2,416
| -3% | -$383K | 1.24% | 18 |
|
|
2021
Q3 | $14.2M | Sell |
86,813
-451
| -0.5% | -$73.8K | 1.35% | 16 |
|
|
2021
Q2 | $13.6M | Sell |
87,264
-1,073
| -1% | -$167K | 1.29% | 19 |
|
|
2021
Q1 | $13.4M | Sell |
88,337
-648
| -0.7% | -$98.6K | 1.36% | 18 |
|
|
2020
Q4 | $11.3M | Buy |
88,985
+676
| +0.8% | +$85.9K | 1.23% | 18 |
|
|
2020
Q3 | $9.09M | Sell |
88,309
-597
| -0.7% | -$61.5K | 1.09% | 24 |
|
|
2020
Q2 | $8.24M | Buy |
88,906
+322
| +0.4% | +$29.8K | 1.06% | 26 |
|
|
2020
Q1 | $7.89M | Sell |
88,584
-9,237
| -9% | -$823K | 1.17% | 22 |
|
|
2019
Q4 | $13.4M | Sell |
97,821
-1,222
| -1% | -$168K | 1.58% | 14 |
|
|
2019
Q3 | $11.1M | Sell |
99,043
-891
| -0.9% | -$100K | 1.45% | 14 |
|
|
2019
Q2 | $11.2M | Sell |
99,934
-2,078
| -2% | -$232K | 1.43% | 15 |
|
|
2019
Q1 | $10.3M | Sell |
102,012
-808
| -0.8% | -$81.8K | 1.34% | 15 |
|
|
2018
Q4 | $10M | Sell |
102,820
-2,233
| -2% | -$218K | 1.47% | 14 |
|
|
2018
Q3 | $11.9M | Sell |
105,053
-134
| -0.1% | -$15.1K | 1.45% | 11 |
|
|
2018
Q2 | $11M | Sell |
105,187
-460
| -0.4% | -$47.9K | 1.41% | 14 |
|
|
2018
Q1 | $11.6M | Sell |
105,647
-3,856
| -4% | -$424K | 1.53% | 13 |
|
|
2017
Q4 | $11.7M | Buy |
109,503
+4,322
| +4% | +$462K | 1.5% | 14 |
|
|
2017
Q3 | $10M | Buy |
105,181
+68,673
| +188% | +$6.56M | 1.4% | 13 |
|
|
2017
Q2 | $3.34M | Buy |
36,508
+251
| +0.7% | +$22.9K | 0.57% | 36 |
|
|
2017
Q1 | $3.19M | Buy |
36,257
+535
| +1% | +$47K | 0.56% | 38 |
|
|
2016
Q4 | $3.08M | Sell |
35,722
-2,698
| -7% | -$233K | 0.59% | 35 |
|
|
2016
Q3 | $2.56M | Buy |
38,420
+112
| +0.3% | +$7.46K | 0.51% | 47 |
|
|
2016
Q2 | $2.38M | Sell |
38,308
-1,443
| -4% | -$89.7K | 0.48% | 51 |
|
|
2016
Q1 | $2.35M | Buy |
39,751
+5,193
| +15% | +$306K | 0.49% | 51 |
|
|
2015
Q4 | $2.28M | Hold |
34,558
| – | – | 0.49% | 52 |
|
|
2015
Q3 | $2.11M | Buy |
34,558
+227
| +0.7% | +$13.8K | 0.46% | 58 |
|
|
2015
Q2 | $2.33M | Sell |
34,331
-4,506
| -12% | -$305K | 0.47% | 55 |
|
|
2015
Q1 | $2.35M | Buy |
38,837
+1,300
| +3% | +$78.8K | 0.46% | 55 |
|
|
2014
Q4 | $2.35M | Sell |
37,537
-1,200
| -3% | -$75.1K | 0.47% | 53 |
|
|
2014
Q3 | $2.33M | Sell |
38,737
-57
| -0.1% | -$3.43K | 0.47% | 52 |
|
|
2014
Q2 | $2.24M | Sell |
38,794
-4,668
| -11% | -$269K | 0.44% | 59 |
|
|
2014
Q1 | $2.64M | Sell |
43,462
-582
| -1% | -$35.3K | 0.54% | 46 |
|
|
2013
Q4 | $2.58M | Sell |
44,044
-3,329
| -7% | -$195K | 0.55% | 41 |
|
|
2013
Q3 | $2.45M | Sell |
47,373
-1,488
| -3% | -$76.9K | 0.56% | 44 |
|
|
2013
Q2 | $2.58M | Buy |
+48,861
| New | +$2.58M | 0.64% | 38 |
|