Drake & 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 | $4.25M | Buy |
14,663
+4,682
| +47% | +$1.36M | 1.04% | 17 |
|
|
2025
Q1 | $2.45M | Buy |
9,981
+1,928
| +24% | +$473K | 0.69% | 20 |
|
|
2024
Q4 | $2.22M | Buy |
8,053
+2,395
| +42% | +$661K | 0.63% | 20 |
|
|
2024
Q3 | $1.19M | Buy |
5,658
+402
| +8% | +$84.8K | 0.39% | 24 |
|
|
2024
Q2 | $1.06M | Buy |
5,256
+212
| +4% | +$42.9K | 0.38% | 24 |
|
|
2024
Q1 | $1.01M | Sell |
5,044
-249
| -5% | -$49.9K | 0.37% | 25 |
|
|
2023
Q4 | $900K | Sell |
5,293
-207
| -4% | -$35.2K | 0.37% | 24 |
|
|
2023
Q3 | $798K | Buy |
5,500
+290
| +6% | +$42.1K | 0.36% | 26 |
|
|
2023
Q2 | $758K | Buy |
5,210
+16
| +0.3% | +$2.33K | 0.34% | 25 |
|
|
2023
Q1 | $677K | Buy |
5,194
+1,784
| +52% | +$232K | 0.33% | 25 |
|
|
2022
Q4 | $457K | Buy |
3,410
+670
| +24% | +$89.9K | 0.24% | 32 |
|
|
2022
Q3 | $286K | Buy |
2,740
+516
| +23% | +$53.9K | 0.16% | 34 |
|
|
2022
Q2 | $250K | Buy |
+2,224
| New | +$250K | 0.14% | 49 |
|