Cutter & Co Brokerage’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 | – | Sell |
-4,356
| Closed | -$1.07M | – | 88 |
|
|
2025
Q1 | $1.07M | Buy |
4,356
+38
| +0.9% | +$9.32K | 0.25% | 62 |
|
|
2024
Q4 | $1.04M | Sell |
4,318
-322
| -7% | -$77.2K | 0.25% | 63 |
|
|
2024
Q3 | $978K | Buy |
4,640
+17
| +0.4% | +$3.58K | 0.22% | 68 |
|
|
2024
Q2 | $935K | Sell |
4,623
-266
| -5% | -$53.8K | 0.23% | 64 |
|
|
2024
Q1 | $979K | Sell |
4,889
-378
| -7% | -$75.7K | 0.24% | 65 |
|
|
2023
Q4 | $896K | Sell |
5,267
-187
| -3% | -$31.8K | 0.25% | 68 |
|
|
2023
Q3 | $791K | Buy |
5,454
+1,919
| +54% | +$278K | 0.23% | 68 |
|
|
2023
Q2 | $514K | Buy |
3,535
+96
| +3% | +$14K | 0.15% | 94 |
|
|
2023
Q1 | $448K | Buy |
3,439
+248
| +8% | +$32.3K | 0.14% | 105 |
|
|
2022
Q4 | $428K | Sell |
3,191
-165
| -5% | -$22.1K | 0.14% | 108 |
|
|
2022
Q3 | $351K | Sell |
3,356
-510
| -13% | -$53.3K | 0.13% | 134 |
|
|
2022
Q2 | $435K | Buy |
+3,866
| New | +$435K | 0.15% | 119 |
|
|
2022
Q1 | – | Sell |
-8,848
| Closed | -$1.4M | – | 248 |
|
|
2021
Q4 | $1.4M | Buy |
8,848
+88
| +1% | +$13.9K | 0.38% | 64 |
|
|
2021
Q3 | $1.43M | Buy |
8,760
+661
| +8% | +$108K | 0.34% | 76 |
|
|
2021
Q2 | $1.26M | Buy |
8,099
+260
| +3% | +$40.4K | 0.29% | 87 |
|
|
2021
Q1 | $1.19M | Sell |
7,839
-487
| -6% | -$74.1K | 0.29% | 82 |
|
|
2020
Q4 | $1.06M | Sell |
8,326
-552
| -6% | -$70.1K | 0.28% | 82 |
|
|
2020
Q3 | $855K | Sell |
8,878
-775
| -8% | -$74.6K | 0.25% | 89 |
|
|
2020
Q2 | $908K | Buy |
9,653
+1,433
| +17% | +$135K | 0.3% | 83 |
|
|
2020
Q1 | $740K | Sell |
8,220
-70
| -0.8% | -$6.3K | 0.28% | 84 |
|
|
2019
Q4 | $1.16M | Sell |
8,290
-2,889
| -26% | -$403K | 0.41% | 66 |
|
|
2019
Q3 | $1.32M | Sell |
11,179
-82
| -0.7% | -$9.65K | 0.42% | 60 |
|
|
2019
Q2 | $1.26M | Buy |
11,261
+510
| +5% | +$57K | 0.4% | 66 |
|
|
2019
Q1 | $1.09M | Buy |
10,751
+853
| +9% | +$86.3K | 0.31% | 74 |
|
|
2018
Q4 | $966K | Buy |
+9,898
| New | +$966K | 0.37% | 77 |
|
|
2018
Q2 | – | Sell |
-7,530
| Closed | -$828K | – | 257 |
|
|
2018
Q1 | $828K | Buy |
7,530
+130
| +2% | +$14.3K | 0.33% | 81 |
|
|
2017
Q4 | $791K | Buy |
7,400
+350
| +5% | +$37.4K | 0.33% | 77 |
|
|
2017
Q3 | $673K | Hold |
7,050
| – | – | 0.27% | 88 |
|
|
2017
Q2 | $644K | Buy |
7,050
+50
| +0.7% | +$4.57K | 0.25% | 96 |
|
|
2017
Q1 | $615K | Sell |
7,000
-119
| -2% | -$10.5K | 0.25% | 90 |
|
|
2016
Q4 | $614K | Sell |
7,119
-95
| -1% | -$8.19K | 0.25% | 88 |
|
|
2016
Q3 | $480K | Sell |
7,214
-100
| -1% | -$6.65K | 0.21% | 101 |
|
|
2016
Q2 | $454K | Sell |
7,314
-248
| -3% | -$15.4K | 0.19% | 104 |
|
|
2016
Q1 | $448K | Buy |
7,562
+1,130
| +18% | +$66.9K | 0.21% | 105 |
|
|
2015
Q4 | $425K | Buy |
6,432
+50
| +0.8% | +$3.3K | 0.2% | 113 |
|
|
2015
Q3 | $389K | Sell |
6,382
-1,331
| -17% | -$81.1K | 0.19% | 112 |
|
|
2015
Q2 | $523K | Buy |
+7,713
| New | +$523K | 0.21% | 129 |
|
|
2015
Q1 | – | Sell |
-6,566
| Closed | -$411K | – | 248 |
|
|
2014
Q4 | $411K | Buy |
6,566
+1,892
| +40% | +$118K | 0.16% | 139 |
|
|
2014
Q3 | $282K | Buy |
4,674
+389
| +9% | +$23.5K | 0.11% | 169 |
|
|
2014
Q2 | $247K | Hold |
4,285
| – | – | 0.09% | 188 |
|
|
2014
Q1 | $260K | Buy |
4,285
+801
| +23% | +$48.6K | 0.1% | 171 |
|
|
2013
Q4 | $204K | Sell |
3,484
-1,087
| -24% | -$63.6K | 0.09% | 171 |
|
|
2013
Q3 | $236K | Sell |
4,571
-86
| -2% | -$4.44K | 0.11% | 175 |
|
|
2013
Q2 | $246K | Buy |
+4,657
| New | +$246K | 0.12% | 165 |
|