Covington Investment 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 | $9.47M | Sell |
32,662
-1,078
| -3% | -$313K | 1.35% | 26 |
|
2025
Q1 | $8.28M | Sell |
33,740
-1,517
| -4% | -$372K | 1.29% | 29 |
|
2024
Q4 | $8.45M | Sell |
35,257
-4,656
| -12% | -$1.12M | 1.27% | 29 |
|
2024
Q3 | $8.42M | Sell |
39,913
-600
| -1% | -$127K | 1.27% | 30 |
|
2024
Q2 | $8.19M | Sell |
40,513
-5,167
| -11% | -$1.05M | 1.31% | 26 |
|
2024
Q1 | $9.15M | Sell |
45,680
-845
| -2% | -$169K | 1.49% | 23 |
|
2023
Q4 | $7.91M | Sell |
46,525
-10,783
| -19% | -$1.83M | 1.44% | 26 |
|
2023
Q3 | $8.31M | Sell |
57,308
-170
| -0.3% | -$24.7K | 1.7% | 20 |
|
2023
Q2 | $8.36M | Buy |
57,478
+6,655
| +13% | +$968K | 1.67% | 23 |
|
2023
Q1 | $6.62M | Buy |
50,823
+1,330
| +3% | +$173K | 1.46% | 27 |
|
2022
Q4 | $6.64M | Sell |
49,493
-1,952
| -4% | -$262K | 1.59% | 22 |
|
2022
Q3 | $5.38M | Buy |
51,445
+2,819
| +6% | +$295K | 1.39% | 30 |
|
2022
Q2 | $5.48M | Sell |
48,626
-154
| -0.3% | -$17.3K | 1.38% | 26 |
|
2022
Q1 | $6.65M | Buy |
48,780
+1,042
| +2% | +$142K | 1.39% | 24 |
|
2021
Q4 | $7.56M | Sell |
47,738
-201
| -0.4% | -$31.8K | 1.54% | 22 |
|
2021
Q3 | $7.85M | Buy |
47,939
+6,080
| +15% | +$995K | 1.69% | 18 |
|
2021
Q2 | $6.51M | Buy |
41,859
+730
| +2% | +$114K | 1.43% | 23 |
|
2021
Q1 | $6.26M | Buy |
+41,129
| New | +$6.26M | 1.51% | 23 |
|