Denali Advisors’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 | $5.04M | Sell |
17,370
-800
| -4% | -$232K | 0.52% | 68 |
|
|
2025
Q1 | $4.46M | Sell |
18,170
-400
| -2% | -$98.1K | 0.51% | 69 |
|
|
2024
Q4 | $4.45M | Sell |
18,570
-400
| -2% | -$95.9K | 0.47% | 74 |
|
|
2024
Q3 | $4M | Buy |
18,970
+12,970
| +216% | +$2.73M | 0.43% | 81 |
|
|
2024
Q2 | $1.21M | Sell |
6,000
-100
| -2% | -$20.2K | 0.33% | 75 |
|
|
2024
Q1 | $1.22M | Sell |
6,100
-600
| -9% | -$120K | 0.36% | 69 |
|
|
2023
Q4 | $1.14M | Sell |
6,700
-400
| -6% | -$68K | 0.35% | 77 |
|
|
2023
Q3 | $1.03M | Hold |
7,100
| – | – | 0.36% | 77 |
|
|
2023
Q2 | $1.03M | Buy |
7,100
+100
| +1% | +$14.5K | 0.36% | 74 |
|
|
2023
Q1 | $912K | Sell |
7,000
-400
| -5% | -$52.1K | 0.38% | 70 |
|
|
2022
Q4 | $992K | Sell |
7,400
-900
| -11% | -$121K | 0.42% | 68 |
|
|
2022
Q3 | $867K | Buy |
8,300
+400
| +5% | +$41.8K | 0.41% | 67 |
|
|
2022
Q2 | $890K | Buy |
7,900
+800
| +11% | +$90.1K | 0.39% | 68 |
|
|
2022
Q1 | $968K | Buy |
7,100
+800
| +13% | +$109K | 0.37% | 72 |
|
|
2021
Q4 | $998K | Sell |
6,300
-200
| -3% | -$31.7K | 0.37% | 74 |
|
|
2021
Q3 | $1.06M | Buy |
6,500
+2,800
| +76% | +$458K | 0.45% | 69 |
|
|
2021
Q2 | $575K | Sell |
3,700
-13,500
| -78% | -$2.1M | 0.22% | 88 |
|
|
2021
Q1 | $2.62M | Sell |
17,200
-63,300
| -79% | -$9.63M | 0.8% | 46 |
|
|
2020
Q4 | $10.2M | Sell |
80,500
-14,800
| -16% | -$1.88M | 1.75% | 2 |
|
|
2020
Q3 | $9.18M | Buy |
95,300
+4,200
| +5% | +$404K | 1.82% | 3 |
|
|
2020
Q2 | $8.57M | Sell |
91,100
-11,500
| -11% | -$1.08M | 1.66% | 1 |
|
|
2020
Q1 | $9.24M | Buy |
102,600
+39,300
| +62% | +$3.54M | 2.01% | 2 |
|
|
2019
Q4 | $8.82M | Buy |
63,300
+13,700
| +28% | +$1.91M | 1.25% | 28 |
|
|
2019
Q3 | $5.84M | Buy |
49,600
+45,800
| +1,205% | +$5.39M | 0.82% | 42 |
|
|
2019
Q2 | $425K | Sell |
3,800
-600
| -14% | -$67.1K | 0.06% | 154 |
|
|
2019
Q1 | $445K | Buy |
+4,400
| New | +$445K | 0.07% | 93 |
|
|
2018
Q3 | – | Sell |
-2,400
| Closed | -$250K | – | 281 |
|
|
2018
Q2 | $250K | Sell |
2,400
-6,800
| -74% | -$708K | 0.04% | 122 |
|
|
2018
Q1 | $1.01M | Sell |
9,200
-15,900
| -63% | -$1.75M | 0.16% | 84 |
|
|
2017
Q4 | $2.68M | Sell |
25,100
-38,600
| -61% | -$4.13M | 0.42% | 61 |
|
|
2017
Q3 | $6.08M | Sell |
63,700
-35,200
| -36% | -$3.36M | 1.01% | 43 |
|
|
2017
Q2 | $9.04M | Buy |
+98,900
| New | +$9.04M | 1.48% | 31 |
|
|
2017
Q1 | – | Sell |
-120,911
| Closed | -$10.4M | – | 288 |
|
|
2016
Q4 | $10.4M | Sell |
120,911
-103,400
| -46% | -$8.92M | 1.81% | 17 |
|
|
2016
Q3 | $14.9M | Sell |
224,311
-90,189
| -29% | -$6.01M | 2.27% | 11 |
|
|
2016
Q2 | $19.5M | Buy |
314,500
+122,100
| +63% | +$7.59M | 3.37% | 1 |
|
|
2016
Q1 | $11.4M | Buy |
192,400
+19,900
| +12% | +$1.18M | 2.49% | 8 |
|
|
2015
Q4 | $11.4M | Sell |
172,500
-9,300
| -5% | -$614K | 2.55% | 6 |
|
|
2015
Q3 | $11.1M | Sell |
181,800
-7,400
| -4% | -$451K | 2.56% | 6 |
|
|
2015
Q2 | $12.8M | Buy |
189,200
+39,200
| +26% | +$2.66M | 2.79% | 4 |
|
|
2015
Q1 | $9.09M | Buy |
150,000
+70,900
| +90% | +$4.3M | 2.08% | 10 |
|
|
2014
Q4 | $4.95M | Buy |
79,100
+12,200
| +18% | +$763K | 1.4% | 20 |
|
|
2014
Q3 | $4.03M | Hold |
66,900
| – | – | 1.16% | 32 |
|
|
2014
Q2 | $3.86M | Buy |
66,900
+2,500
| +4% | +$144K | 1.06% | 37 |
|
|
2014
Q1 | $3.91M | Buy |
64,400
+10,500
| +19% | +$638K | 1.13% | 28 |
|
|
2013
Q4 | $3.15M | Buy |
53,900
+500
| +0.9% | +$29.2K | 0.99% | 39 |
|
|
2013
Q3 | $2.76M | Buy |
53,400
+2,900
| +6% | +$150K | 0.95% | 39 |
|
|
2013
Q2 | $2.67M | Buy |
+50,500
| New | +$2.67M | 0.99% | 36 |
|