Diligent Investors’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 | $3.16M | Sell |
10,907
-159
| -1% | -$46.1K | 0.75% | 24 |
|
|
2025
Q1 | $2.71M | Sell |
11,066
-7
| -0.1% | -$1.72K | 0.66% | 27 |
|
|
2024
Q4 | $2.65M | Buy |
11,073
+3
| +0% | +$719 | 0.61% | 33 |
|
|
2024
Q3 | $2.33M | Buy |
11,070
+9
| +0.1% | +$1.9K | 0.54% | 35 |
|
|
2024
Q2 | $2.24M | Buy |
11,061
+20
| +0.2% | +$4.05K | 0.55% | 36 |
|
|
2024
Q1 | $2.21M | Sell |
11,041
-163
| -1% | -$32.6K | 0.55% | 36 |
|
|
2023
Q4 | $1.91M | Buy |
11,204
+84
| +0.8% | +$14.3K | 0.52% | 38 |
|
|
2023
Q3 | $1.61M | Buy |
11,120
+5,882
| +112% | +$853K | 0.49% | 46 |
|
|
2023
Q2 | $762K | Buy |
5,238
+188
| +4% | +$27.3K | 0.23% | 113 |
|
|
2023
Q1 | $658K | Buy |
5,050
+593
| +13% | +$77.3K | 0.2% | 120 |
|
|
2022
Q4 | $598K | Buy |
4,457
+369
| +9% | +$49.5K | 0.2% | 128 |
|
|
2022
Q3 | $427K | Buy |
4,088
+373
| +10% | +$39K | 0.15% | 153 |
|
|
2022
Q2 | $418K | Buy |
3,715
+446
| +14% | +$50.2K | 0.14% | 157 |
|
|
2022
Q1 | $446K | Buy |
3,269
+492
| +18% | +$67.1K | 0.13% | 163 |
|
|
2021
Q4 | $440K | Buy |
2,777
+136
| +5% | +$21.5K | 0.12% | 166 |
|
|
2021
Q3 | $411K | Hold |
2,641
| – | – | 0.14% | 144 |
|
|
2021
Q2 | $411K | Buy |
2,641
+181
| +7% | +$28.2K | 0.14% | 145 |
|
|
2021
Q1 | $374K | Sell |
2,460
-224
| -8% | -$34.1K | 0.14% | 151 |
|
|
2020
Q4 | $341K | Buy |
2,684
+66
| +3% | +$8.39K | 0.14% | 145 |
|
|
2020
Q3 | $252K | Sell |
2,618
-111
| -4% | -$10.7K | 0.12% | 154 |
|
|
2020
Q2 | $257K | Buy |
+2,729
| New | +$257K | 0.13% | 147 |
|