D.B. Root & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Sell |
3,736
-242
| -6% | -$73.4K | 0.26% | 54 |
|
|
2025
Q4 | $1.28M | Sell |
3,978
-77
| -2% | -$23.8K | 0.31% | 46 |
|
|
2025
Q3 | $1.28M | Sell |
4,055
-211
| -5% | -$62.8K | 0.32% | 45 |
|
|
2025
Q2 | $1.24M | Buy |
4,266
+990
| +30% | +$253K | 0.37% | 49 |
|
|
2025
Q1 | $804K | Buy |
3,276
+55
| +2% | +$14K | 0.26% | 69 |
|
|
2024
Q4 | $772K | Buy |
3,221
+182
| +6% | +$42.4K | 0.25% | 78 |
|
|
2024
Q3 | $641K | Sell |
3,039
-44
| -1% | -$9.27K | 0.21% | 83 |
|
|
2024
Q2 | $624K | Buy |
3,083
+285
| +10% | +$55.7K | 0.21% | 87 |
|
|
2024
Q1 | $561K | Buy |
2,798
+1,379
| +97% | +$249K | 0.19% | 105 |
|
|
2023
Q4 | $241K | Buy |
+1,419
| New | +$215K | 0.09% | 153 |
|
|
2023
Q1 | – | Sell |
-1,691
| Closed | -$227K | – | 166 |
|
|
2022
Q4 | $227K | Buy |
+1,691
| New | +$214K | 0.1% | 150 |
|
|
2022
Q2 | – | Sell |
-1,538
| Closed | -$209K | – | 178 |
|
|
2022
Q1 | $209K | Sell |
1,538
-867
| -36% | -$128K | 0.08% | 178 |
|
|
2021
Q4 | $380K | Buy |
2,405
+978
| +69% | +$161K | 0.14% | 149 |
|
|
2021
Q3 | $233K | Sell |
1,427
-583
| -29% | -$91.4K | 0.09% | 179 |
|
|
2021
Q2 | $312K | Sell |
2,010
-448
| -18% | -$70.4K | 0.12% | 177 |
|
|
2021
Q1 | $374K | Sell |
2,458
-64
| -3% | -$9.21K | 0.15% | 169 |
|
|
2020
Q4 | $320K | Buy |
2,522
+408
| +19% | +$45.6K | 0.13% | 172 |
|
|
2020
Q3 | $203K | Sell |
2,114
-21
| -1% | -$2.06K | 0.08% | 195 |
|
|
2020
Q2 | $200K | Buy |
+2,135
| New | +$203K | 0.09% | 190 |
|
|
2020
Q1 | – | Sell |
-2,494
| Closed | -$347K | – | 191 |
|
|
2019
Q4 | $347K | Sell |
2,494
-49
| -2% | -$6.28K | 0.15% | 159 |
|
|
2019
Q3 | $299K | Sell |
2,543
-115
| -4% | -$13K | 0.14% | 165 |
|
|
2019
Q2 | $297K | Sell |
2,658
-872
| -25% | -$96.1K | 0.13% | 170 |
|
|
2019
Q1 | $357K | Sell |
3,530
-114
| -3% | -$11.7K | 0.15% | 155 |
|
|
2018
Q4 | $356K | Sell |
3,644
-59
| -2% | -$6.29K | 0.18% | 133 |
|
|
2018
Q3 | $418K | Sell |
3,703
-601
| -14% | -$68.2K | 0.18% | 141 |
|
|
2018
Q2 | $449K | Buy |
4,304
+77
| +2% | +$8.45K | 0.21% | 135 |
|
|
2018
Q1 | $465K | Buy |
4,227
+1,406
| +50% | +$159K | 0.25% | 124 |
|
|
2017
Q4 | $302K | Buy |
+2,821
| New | +$286K | 0.26% | 85 |
|
Other funds holding JPM
VCM
VPM
