D'Orazio & Associates’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 | $1.78M | Sell |
6,147
-156
| -2% | -$45.2K | 0.25% | 42 |
|
|
2025
Q1 | $1.55M | Buy |
6,303
+303
| +5% | +$74.3K | 0.23% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
6,000
+103
| +2% | +$24.7K | 0.21% | 43 |
|
|
2024
Q3 | $1.24M | Buy |
5,897
+251
| +4% | +$52.9K | 0.18% | 45 |
|
|
2024
Q2 | $1.14M | Buy |
5,646
+296
| +6% | +$59.9K | 0.18% | 46 |
|
|
2024
Q1 | $1.07M | Buy |
5,350
+610
| +13% | +$122K | 0.17% | 49 |
|
|
2023
Q4 | $806K | Buy |
4,740
+527
| +13% | +$89.6K | 0.14% | 58 |
|
|
2023
Q3 | $611K | Buy |
4,213
+179
| +4% | +$26K | 0.14% | 64 |
|
|
2023
Q2 | $587K | Buy |
4,034
+550
| +16% | +$80K | 0.14% | 56 |
|
|
2023
Q1 | $454K | Buy |
3,484
+193
| +6% | +$25.2K | 0.12% | 65 |
|
|
2022
Q4 | $441K | Buy |
3,291
+287
| +10% | +$38.5K | 0.1% | 72 |
|
|
2022
Q3 | $314K | Buy |
3,004
+933
| +45% | +$97.5K | 0.09% | 83 |
|
|
2022
Q2 | $233K | Buy |
2,071
+465
| +29% | +$52.3K | 0.06% | 102 |
|
|
2022
Q1 | $219K | Buy |
1,606
+64
| +4% | +$8.73K | 0.05% | 95 |
|
|
2021
Q4 | $244K | Sell |
1,542
-114
| -7% | -$18K | 0.06% | 89 |
|
|
2021
Q3 | $271K | Buy |
1,656
+622
| +60% | +$102K | 0.07% | 73 |
|
|
2021
Q2 | $161K | Hold |
1,034
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $157K | Hold |
1,034
| – | – | 0.04% | 91 |
|
|
2020
Q4 | $131K | Buy |
1,034
+55
| +6% | +$6.97K | 0.04% | 93 |
|
|
2020
Q3 | $94K | Sell |
979
-18
| -2% | -$1.73K | 0.04% | 103 |
|
|
2020
Q2 | $94K | Buy |
997
+218
| +28% | +$20.6K | 0.04% | 99 |
|
|
2020
Q1 | $70K | Hold |
779
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $109K | Hold |
779
| – | – | 0.03% | 102 |
|
|
2019
Q3 | $92K | Hold |
779
| – | – | 0.03% | 110 |
|
|
2019
Q2 | $87K | Sell |
779
-36
| -4% | -$4.02K | 0.03% | 111 |
|
|
2019
Q1 | $82K | Buy |
815
+36
| +5% | +$3.62K | 0.02% | 113 |
|
|
2018
Q4 | $76K | Buy |
779
+300
| +63% | +$29.3K | 0.03% | 104 |
|
|
2018
Q3 | $54K | Hold |
479
| – | – | 0.02% | 125 |
|
|
2018
Q2 | $50K | Sell |
479
-35
| -7% | -$3.65K | 0.02% | 127 |
|
|
2018
Q1 | $56K | Sell |
514
-64
| -11% | -$6.97K | 0.02% | 112 |
|
|
2017
Q4 | $62K | Buy |
578
+99
| +21% | +$10.6K | 0.02% | 109 |
|
|
2017
Q3 | $46K | Hold |
479
| – | – | 0.02% | 114 |
|
|
2017
Q2 | $44K | Hold |
479
| – | – | 0.02% | 133 |
|
|
2017
Q1 | $42K | Hold |
479
| – | – | 0.02% | 129 |
|
|
2016
Q4 | $41K | Buy |
479
+1
| +0.2% | +$86 | 0.02% | 122 |
|
|
2016
Q3 | $31K | Sell |
478
-1
| -0.2% | -$65 | 0.01% | 137 |
|
|
2016
Q2 | $30K | Buy |
479
+1
| +0.2% | +$63 | 0.01% | 147 |
|
|
2016
Q1 | $28K | Sell |
478
-1
| -0.2% | -$59 | 0.01% | 151 |
|
|
2015
Q4 | $32K | Sell |
479
-214
| -31% | -$14.3K | 0.02% | 123 |
|
|
2015
Q3 | $44K | Buy |
693
+214
| +45% | +$13.6K | 0.02% | 103 |
|
|
2015
Q2 | $33K | Hold |
479
| – | – | 0.02% | 122 |
|
|
2015
Q1 | $29K | Hold |
479
| – | – | 0.02% | 130 |
|
|
2014
Q4 | $30K | Hold |
479
| – | – | 0.02% | 118 |
|
|
2014
Q3 | $29K | Hold |
479
| – | – | 0.02% | 122 |
|
|
2014
Q2 | $28K | Hold |
479
| – | – | 0.02% | 127 |
|
|
2014
Q1 | $29K | Hold |
479
| – | – | 0.02% | 119 |
|
|
2013
Q4 | $28K | Buy |
+479
| New | +$28K | 0.02% | 107 |
|