Deroy & Devereaux Private Investment Counsel’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 | $48.5M | Sell |
167,285
-3,862
| -2% | -$1.12M | 2.62% | 1 |
|
|
2025
Q1 | $42M | Sell |
171,147
-2,003
| -1% | -$491K | 2.44% | 4 |
|
|
2024
Q4 | $41.5M | Buy |
173,150
+1,686
| +1% | +$404K | 2.38% | 5 |
|
|
2024
Q3 | $36.2M | Buy |
171,464
+2,169
| +1% | +$457K | 2.06% | 7 |
|
|
2024
Q2 | $34.2M | Sell |
169,295
-248
| -0.1% | -$50.2K | 2.11% | 8 |
|
|
2024
Q1 | $34M | Sell |
169,543
-6,042
| -3% | -$1.21M | 2.07% | 7 |
|
|
2023
Q4 | $29.9M | Sell |
175,585
-1,053
| -0.6% | -$179K | 1.99% | 8 |
|
|
2023
Q3 | $25.6M | Sell |
176,638
-2,301
| -1% | -$334K | 1.87% | 15 |
|
|
2023
Q2 | $26M | Buy |
178,939
+1,117
| +0.6% | +$162K | 1.8% | 17 |
|
|
2023
Q1 | $23.2M | Sell |
177,822
-355
| -0.2% | -$46.3K | 1.76% | 18 |
|
|
2022
Q4 | $23.9M | Buy |
178,177
+2,293
| +1% | +$307K | 1.84% | 19 |
|
|
2022
Q3 | $18.4M | Sell |
175,884
-276
| -0.2% | -$28.8K | 1.6% | 25 |
|
|
2022
Q2 | $19.8M | Buy |
176,160
+4,951
| +3% | +$558K | 1.64% | 24 |
|
|
2022
Q1 | $23.3M | Buy |
171,209
+2,351
| +1% | +$320K | 1.7% | 19 |
|
|
2021
Q4 | $26.7M | Sell |
168,858
-3,003
| -2% | -$476K | 1.97% | 8 |
|
|
2021
Q3 | $28.1M | Sell |
171,861
-2,142
| -1% | -$351K | 2.2% | 6 |
|
|
2021
Q2 | $27.1M | Sell |
174,003
-547
| -0.3% | -$85.1K | 2.04% | 8 |
|
|
2021
Q1 | $26.6M | Buy |
174,550
+7
| +0% | +$1.07K | 2.1% | 9 |
|
|
2020
Q4 | $22.2M | Sell |
174,543
-11,494
| -6% | -$1.46M | 1.97% | 12 |
|
|
2020
Q3 | $17.9M | Sell |
186,037
-367
| -0.2% | -$35.3K | 1.88% | 20 |
|
|
2020
Q2 | $17.5M | Sell |
186,404
-1,918
| -1% | -$180K | 1.94% | 17 |
|
|
2020
Q1 | $17M | Sell |
188,322
-1,150
| -0.6% | -$104K | 2.21% | 10 |
|
|
2019
Q4 | $26.4M | Buy |
189,472
+2,174
| +1% | +$303K | 2.31% | 6 |
|
|
2019
Q3 | $22M | Sell |
187,298
-3,228
| -2% | -$380K | 2.15% | 10 |
|
|
2019
Q2 | $21.3M | Sell |
190,526
-3,622
| -2% | -$405K | 2.05% | 11 |
|
|
2019
Q1 | $19.7M | Sell |
194,148
-680
| -0.3% | -$68.8K | 1.97% | 17 |
|
|
2018
Q4 | $19M | Buy |
194,828
+2,917
| +2% | +$285K | 2.19% | 10 |
|
|
2018
Q3 | $21.7M | Buy |
191,911
+1,106
| +0.6% | +$125K | 2.17% | 9 |
|
|
2018
Q2 | $19.9M | Buy |
190,805
+1,266
| +0.7% | +$132K | 2.03% | 11 |
|
|
2018
Q1 | $20.8M | Sell |
189,539
-2,725
| -1% | -$300K | 2.22% | 6 |
|
|
2017
Q4 | $20.6M | Sell |
192,264
-1,199
| -0.6% | -$128K | 2.17% | 6 |
|
|
2017
Q3 | $18.5M | Sell |
193,463
-2,180
| -1% | -$208K | 2.08% | 9 |
|
|
2017
Q2 | $17.9M | Buy |
195,643
+1,953
| +1% | +$179K | 2.05% | 10 |
|
|
2017
Q1 | $17M | Sell |
193,690
-6,669
| -3% | -$586K | 1.98% | 11 |
|
|
2016
Q4 | $17.3M | Sell |
200,359
-3,783
| -2% | -$326K | 2.05% | 9 |
|
|
2016
Q3 | $13.6M | Buy |
204,142
+2,598
| +1% | +$173K | 1.71% | 24 |
|
|
2016
Q2 | $12.5M | Buy |
201,544
+4,683
| +2% | +$291K | 1.67% | 26 |
|
|
2016
Q1 | $11.7M | Sell |
196,861
-1,321
| -0.7% | -$78.2K | 1.59% | 35 |
|
|
2015
Q4 | $13.1M | Sell |
198,182
-2,130
| -1% | -$141K | 1.8% | 19 |
|
|
2015
Q3 | $12.2M | Buy |
200,312
+509
| +0.3% | +$31K | 1.75% | 25 |
|
|
2015
Q2 | $13.5M | Sell |
199,803
-5,498
| -3% | -$373K | 1.75% | 21 |
|
|
2015
Q1 | $12.4M | Buy |
205,301
+6,082
| +3% | +$368K | 1.53% | 30 |
|
|
2014
Q4 | $12.5M | Sell |
199,219
-303
| -0.2% | -$19K | 1.6% | 23 |
|
|
2014
Q3 | $12M | Sell |
199,522
-1,111
| -0.6% | -$66.9K | 1.81% | 18 |
|
|
2014
Q2 | $11.6M | Buy |
200,633
+1,483
| +0.7% | +$85.4K | 1.69% | 23 |
|
|
2014
Q1 | $12.1M | Buy |
199,150
+6,095
| +3% | +$370K | 1.83% | 12 |
|
|
2013
Q4 | $11.3M | Buy |
193,055
+3,389
| +2% | +$198K | 1.76% | 17 |
|
|
2013
Q3 | $9.8M | Buy |
189,666
+2,253
| +1% | +$116K | 1.82% | 19 |
|
|
2013
Q2 | $9.89M | Buy |
+187,413
| New | +$9.89M | 1.89% | 13 |
|