Coyle Financial Counsel’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 | $648K | Buy |
2,236
+32
| +1% | +$9.28K | 0.17% | 51 |
|
|
2025
Q1 | $541K | Buy |
2,204
+30
| +1% | +$7.36K | 0.17% | 51 |
|
|
2024
Q4 | $521K | Buy |
2,174
+523
| +32% | +$125K | 0.16% | 53 |
|
|
2024
Q3 | $334K | Buy |
1,651
+342
| +26% | +$69.2K | 0.12% | 55 |
|
|
2024
Q2 | $262K | Hold |
1,309
| – | – | 0.09% | 57 |
|
|
2024
Q1 | $262K | Buy |
1,309
+73
| +6% | +$14.6K | 0.09% | 57 |
|
|
2023
Q4 | $210K | Buy |
+1,236
| New | +$210K | 0.08% | 65 |
|
|
2023
Q3 | – | Sell |
-1,454
| Closed | -$211K | – | 66 |
|
|
2023
Q2 | $211K | Buy |
+1,454
| New | +$211K | 0.1% | 59 |
|
|
2022
Q3 | – | Sell |
-2,176
| Closed | -$245K | – | 60 |
|
|
2022
Q2 | $245K | Sell |
2,176
-9
| -0.4% | -$1.01K | 0.13% | 57 |
|
|
2022
Q1 | $298K | Buy |
2,185
+9
| +0.4% | +$1.23K | 0.16% | 61 |
|
|
2021
Q4 | $345K | Buy |
2,176
+8
| +0.4% | +$1.27K | 0.2% | 58 |
|
|
2021
Q3 | $355K | Buy |
+2,168
| New | +$355K | 0.21% | 53 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$252K | – | 47 |
|
|
2020
Q1 | $252K | Sell |
2,800
-120
| -4% | -$10.8K | 0.31% | 43 |
|
|
2019
Q4 | $407K | Sell |
2,920
-80
| -3% | -$11.2K | 0.38% | 45 |
|
|
2019
Q3 | $353K | Hold |
3,000
| – | – | 0.36% | 49 |
|
|
2019
Q2 | $335K | Buy |
+3,000
| New | +$335K | 0.3% | 50 |
|
|
2018
Q3 | – | Sell |
-215
| Closed | -$22K | – | 174 |
|
|
2018
Q2 | $22K | Sell |
215
-114
| -35% | -$11.7K | 0.02% | 80 |
|
|
2018
Q1 | $36K | Buy |
+329
| New | +$36K | 0.04% | 55 |
|