Diversified Portfolios Inc’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 | $1.18M | Buy |
4,077
+409
| +11% | +$119K | 0.11% | 82 |
|
|
2025
Q1 | $900K | Sell |
3,668
-20
| -0.5% | -$4.91K | 0.09% | 85 |
|
|
2024
Q4 | $884K | Sell |
3,688
-7
| -0.2% | -$1.68K | 0.1% | 83 |
|
|
2024
Q3 | $779K | Sell |
3,695
-4
| -0.1% | -$844 | 0.09% | 85 |
|
|
2024
Q2 | $748K | Hold |
3,699
| – | – | 0.1% | 84 |
|
|
2024
Q1 | $741K | Buy |
3,699
+20
| +0.5% | +$4.01K | 0.1% | 77 |
|
|
2023
Q4 | $626K | Sell |
3,679
-19
| -0.5% | -$3.23K | 0.1% | 81 |
|
|
2023
Q3 | $536K | Sell |
3,698
-142
| -4% | -$20.6K | 0.1% | 80 |
|
|
2023
Q2 | $558K | Sell |
3,840
-64
| -2% | -$9.31K | 0.11% | 82 |
|
|
2023
Q1 | $509K | Buy |
+3,904
| New | +$509K | 0.11% | 86 |
|
|
2022
Q2 | – | Sell |
-1,709
| Closed | -$233K | – | 138 |
|
|
2022
Q1 | $233K | Hold |
1,709
| – | – | 0.06% | 126 |
|
|
2021
Q4 | $271K | Sell |
1,709
-319
| -16% | -$50.6K | 0.07% | 114 |
|
|
2021
Q3 | $332K | Hold |
2,028
| – | – | 0.09% | 96 |
|
|
2021
Q2 | $315K | Sell |
2,028
-82
| -4% | -$12.7K | 0.12% | 84 |
|
|
2021
Q1 | $321K | Sell |
2,110
-50
| -2% | -$7.61K | 0.11% | 77 |
|
|
2020
Q4 | $274K | Sell |
2,160
-550
| -20% | -$69.8K | 0.1% | 80 |
|
|
2020
Q3 | $261K | Buy |
2,710
+390
| +17% | +$37.6K | 0.11% | 62 |
|
|
2020
Q2 | $218K | Buy |
+2,320
| New | +$218K | 0.1% | 58 |
|
|
2020
Q1 | – | Sell |
-2,270
| Closed | -$316K | – | 59 |
|
|
2019
Q4 | $316K | Buy |
2,270
+125
| +6% | +$17.4K | 0.15% | 46 |
|
|
2019
Q3 | $252K | Buy |
2,145
+276
| +15% | +$32.4K | 0.13% | 50 |
|
|
2019
Q2 | $209K | Sell |
1,869
-150
| -7% | -$16.8K | 0.11% | 52 |
|
|
2019
Q1 | $204K | Buy |
+2,019
| New | +$204K | 0.11% | 54 |
|
|
2018
Q4 | – | Sell |
-1,919
| Closed | -$217K | – | 49 |
|
|
2018
Q3 | $217K | Buy |
+1,919
| New | +$217K | 0.12% | 48 |
|
|
2018
Q2 | – | Sell |
-1,919
| Closed | -$211K | – | 49 |
|
|
2018
Q1 | $211K | Hold |
1,919
| – | – | 0.12% | 47 |
|
|
2017
Q4 | $205K | Buy |
+1,919
| New | +$205K | 0.11% | 53 |
|
|
2017
Q3 | – | Sell |
-2,519
| Closed | -$230K | – | 53 |
|
|
2017
Q2 | $230K | Sell |
2,519
-125
| -5% | -$11.4K | 0.14% | 45 |
|
|
2017
Q1 | $232K | Buy |
+2,644
| New | +$232K | 0.14% | 42 |
|
|
2015
Q1 | – | Sell |
-6,294
| Closed | -$394K | – | 69 |
|
|
2014
Q4 | $394K | Buy |
+6,294
| New | +$394K | 0.23% | 46 |
|