Crumly & Associates’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 | $1.75M | Sell |
6,040
-124
| -2% | -$36K | 0.43% | 46 |
|
|
2025
Q1 | $1.51M | Buy |
6,164
+142
| +2% | +$34.8K | 0.42% | 46 |
|
|
2024
Q4 | $1.44M | Buy |
6,022
+66
| +1% | +$15.8K | 0.39% | 51 |
|
|
2024
Q3 | $1.26M | Buy |
5,956
+131
| +2% | +$27.6K | 0.35% | 56 |
|
|
2024
Q2 | $1.18M | Sell |
5,825
-106
| -2% | -$21.4K | 0.34% | 53 |
|
|
2024
Q1 | $1.19M | Sell |
5,931
-23
| -0.4% | -$4.61K | 0.31% | 56 |
|
|
2023
Q4 | $1.01M | Buy |
5,954
+326
| +6% | +$55.5K | 0.29% | 55 |
|
|
2023
Q3 | $816K | Buy |
5,628
+211
| +4% | +$30.6K | 0.32% | 50 |
|
|
2023
Q2 | $788K | Sell |
5,417
-15
| -0.3% | -$2.18K | 0.32% | 50 |
|
|
2023
Q1 | $708K | Buy |
5,432
+662
| +14% | +$86.3K | 0.31% | 55 |
|
|
2022
Q4 | $640K | Sell |
4,770
-1,326
| -22% | -$178K | 0.24% | 49 |
|
|
2022
Q3 | $637K | Sell |
6,096
-214
| -3% | -$22.4K | 0.26% | 50 |
|
|
2022
Q2 | $711K | Sell |
6,310
-823
| -12% | -$92.7K | 0.3% | 48 |
|
|
2022
Q1 | $972K | Buy |
7,133
+321
| +5% | +$43.7K | 0.36% | 48 |
|
|
2021
Q4 | $1.01M | Sell |
6,812
-1,076
| -14% | -$160K | 0.4% | 46 |
|
|
2021
Q3 | $1.29M | Buy |
7,888
+1,225
| +18% | +$200K | 0.6% | 38 |
|
|
2021
Q2 | $1.04M | Buy |
6,663
+1,534
| +30% | +$239K | 0.5% | 36 |
|
|
2021
Q1 | $781K | Buy |
5,129
+1,072
| +26% | +$163K | 0.46% | 39 |
|
|
2020
Q4 | $543K | Buy |
4,057
+1,815
| +81% | +$243K | 0.38% | 39 |
|
|
2020
Q3 | $216K | Buy |
+2,242
| New | +$216K | 0.18% | 54 |
|
|
2020
Q1 | – | Sell |
-1,546
| Closed | -$216K | – | 57 |
|
|
2019
Q4 | $216K | Buy |
+1,546
| New | +$216K | 0.22% | 48 |
|