Detalus 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 | $775K | Buy |
2,672
+21
| +0.8% | +$6.09K | 0.22% | 59 |
|
|
2025
Q1 | $650K | Sell |
2,651
-57
| -2% | -$14K | 0.2% | 68 |
|
|
2024
Q4 | $649K | Sell |
2,708
-91
| -3% | -$21.8K | 0.21% | 64 |
|
|
2024
Q3 | $590K | Buy |
2,799
+146
| +6% | +$30.8K | 0.2% | 69 |
|
|
2024
Q2 | $537K | Buy |
2,653
+871
| +49% | +$176K | 0.18% | 75 |
|
|
2024
Q1 | $357K | Buy |
1,782
+68
| +4% | +$13.6K | 0.13% | 96 |
|
|
2023
Q4 | $292K | Buy |
1,714
+79
| +5% | +$13.4K | 0.12% | 110 |
|
|
2023
Q3 | $237K | Sell |
1,635
-100
| -6% | -$14.5K | 0.11% | 114 |
|
|
2023
Q2 | $252K | Sell |
1,735
-801
| -32% | -$116K | 0.11% | 117 |
|
|
2023
Q1 | $330K | Sell |
2,536
-25
| -1% | -$3.26K | 0.16% | 96 |
|
|
2022
Q4 | $343K | Buy |
2,561
+99
| +4% | +$13.3K | 0.17% | 97 |
|
|
2022
Q3 | $257K | Buy |
2,462
+600
| +32% | +$62.6K | 0.15% | 104 |
|
|
2022
Q2 | $210K | Buy |
+1,862
| New | +$210K | 0.12% | 106 |
|
|
2022
Q1 | – | Sell |
-1,332
| Closed | -$211K | – | 123 |
|
|
2021
Q4 | $211K | Sell |
1,332
-410
| -24% | -$64.9K | 0.1% | 115 |
|
|
2021
Q3 | $285K | Hold |
1,742
| – | – | 0.14% | 91 |
|
|
2021
Q2 | $271K | Sell |
1,742
-808
| -32% | -$126K | 0.14% | 94 |
|
|
2021
Q1 | $388K | Sell |
2,550
-325
| -11% | -$49.5K | 0.23% | 75 |
|
|
2020
Q4 | $365K | Sell |
2,875
-33
| -1% | -$4.19K | 0.23% | 72 |
|
|
2020
Q3 | $280K | Buy |
2,908
+167
| +6% | +$16.1K | 0.2% | 72 |
|
|
2020
Q2 | $258K | Hold |
2,741
| – | – | 0.2% | 77 |
|
|
2020
Q1 | $247K | Buy |
2,741
+10
| +0.4% | +$901 | 0.23% | 69 |
|
|
2019
Q4 | $381K | Buy |
+2,731
| New | +$381K | 0.28% | 61 |
|