De Burlo Group’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 | $2.76M | Sell |
9,508
-130
| -1% | -$37.7K | 0.36% | 44 |
|
|
2025
Q1 | $2.36M | Buy |
9,638
+165
| +2% | +$40.5K | 0.35% | 45 |
|
|
2024
Q4 | $2.27M | Sell |
9,473
-150
| -2% | -$36K | 0.3% | 43 |
|
|
2024
Q3 | $2.03M | Buy |
9,623
+880
| +10% | +$186K | 0.25% | 46 |
|
|
2024
Q2 | $1.77M | Sell |
8,743
-860
| -9% | -$174K | 0.24% | 44 |
|
|
2024
Q1 | $1.92M | Sell |
9,603
-1,170
| -11% | -$234K | 0.26% | 45 |
|
|
2023
Q4 | $1.56M | Hold |
10,773
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $1.56M | Hold |
10,773
| – | – | 0.27% | 46 |
|
|
2023
Q2 | $1.57M | Buy |
10,773
+456
| +4% | +$66.3K | 0.26% | 52 |
|
|
2023
Q1 | $1.34M | Hold |
10,317
| – | – | 0.26% | 56 |
|
|
2022
Q4 | $1.38M | Hold |
10,317
| – | – | 0.31% | 48 |
|
|
2022
Q3 | $1.08M | Buy |
+10,317
| New | +$1.08M | 0.26% | 51 |
|
|
2022
Q2 | – | Sell |
-11,350
| Closed | -$1.55M | – | 150 |
|
|
2022
Q1 | $1.55M | Sell |
11,350
-350
| -3% | -$47.7K | 0.29% | 49 |
|
|
2021
Q4 | $1.85M | Buy |
11,700
+300
| +3% | +$47.5K | 0.27% | 60 |
|
|
2021
Q3 | $1.87M | Sell |
11,400
-64,800
| -85% | -$10.6M | 0.3% | 56 |
|
|
2021
Q2 | $11.9M | Sell |
76,200
-55,000
| -42% | -$8.55M | 1.89% | 25 |
|
|
2021
Q1 | $20M | Buy |
131,200
+114,000
| +663% | +$17.4M | 3.57% | 7 |
|
|
2020
Q4 | $2.19M | Buy |
17,200
+100
| +0.6% | +$12.7K | 0.36% | 49 |
|
|
2020
Q3 | $1.65M | Buy |
+17,100
| New | +$1.65M | 0.3% | 54 |
|
|
2018
Q2 | – | Sell |
-111,900
| Closed | -$12.3M | – | 110 |
|
|
2018
Q1 | $12.3M | Sell |
111,900
-1,100
| -1% | -$121K | 2.68% | 12 |
|
|
2017
Q4 | $12.1M | Buy |
+113,000
| New | +$12.1M | 2.45% | 11 |
|