Eagle Capital Management (New York)’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 | $322K | Sell |
1,109
-320
| -22% | -$92.8K | ﹤0.01% | 54 |
|
|
2025
Q1 | $351K | Buy |
1,429
+320
| +29% | +$78.5K | ﹤0.01% | 55 |
|
|
2024
Q4 | $266K | Hold |
1,109
| – | – | ﹤0.01% | 50 |
|
|
2024
Q3 | $234K | Hold |
1,109
| – | – | ﹤0.01% | 48 |
|
|
2024
Q2 | $224K | Sell |
1,109
-7,037
| -86% | -$1.42M | ﹤0.01% | 51 |
|
|
2024
Q1 | $1.63M | Sell |
8,146
-662
| -8% | -$133K | 0.01% | 40 |
|
|
2023
Q4 | $1.5M | Hold |
8,808
| – | – | 0.01% | 39 |
|
|
2023
Q3 | $1.28M | Hold |
8,808
| – | – | 0.01% | 37 |
|
|
2023
Q2 | $1.28M | Buy |
8,808
+284
| +3% | +$41.3K | 0.01% | 37 |
|
|
2023
Q1 | $1.11M | Hold |
8,524
| – | – | 0.01% | 40 |
|
|
2022
Q4 | $1.14M | Sell |
8,524
-284
| -3% | -$38.1K | 0.01% | 41 |
|
|
2022
Q3 | $920K | Hold |
8,808
| – | – | ﹤0.01% | 41 |
|
|
2022
Q2 | $992K | Sell |
8,808
-1,577
| -15% | -$178K | ﹤0.01% | 41 |
|
|
2022
Q1 | $1.42M | Hold |
10,385
| – | – | ﹤0.01% | 37 |
|
|
2021
Q4 | $1.64M | Hold |
10,385
| – | – | ﹤0.01% | 41 |
|
|
2021
Q3 | $1.7M | Hold |
10,385
| – | – | 0.01% | 37 |
|
|
2021
Q2 | $1.62M | Sell |
10,385
-292
| -3% | -$45.4K | ﹤0.01% | 37 |
|
|
2021
Q1 | $1.63M | Hold |
10,677
| – | – | 0.01% | 38 |
|
|
2020
Q4 | $1.36M | Hold |
10,677
| – | – | ﹤0.01% | 40 |
|
|
2020
Q3 | $1.03M | Hold |
10,677
| – | – | ﹤0.01% | 43 |
|
|
2020
Q2 | $1M | Sell |
10,677
-22,100
| -67% | -$2.08M | ﹤0.01% | 43 |
|
|
2020
Q1 | $2.95M | Buy |
32,777
+15,400
| +89% | +$1.39M | 0.01% | 43 |
|
|
2019
Q4 | $2.42M | Sell |
17,377
-505
| -3% | -$70.4K | 0.01% | 43 |
|
|
2019
Q3 | $2.11M | Hold |
17,882
| – | – | 0.01% | 41 |
|
|
2019
Q2 | $2M | Sell |
17,882
-2,015
| -10% | -$225K | 0.01% | 43 |
|
|
2019
Q1 | $2.01M | Hold |
19,897
| – | – | 0.01% | 43 |
|
|
2018
Q4 | $1.94M | Sell |
19,897
-6,130,840
| -100% | -$598M | 0.01% | 44 |
|
|
2018
Q3 | $694M | Sell |
6,150,737
-26,695
| -0.4% | -$3.01M | 2.38% | 16 |
|
|
2018
Q2 | $644M | Sell |
6,177,432
-80,472
| -1% | -$8.39M | 2.34% | 18 |
|
|
2018
Q1 | $688M | Sell |
6,257,904
-2,123,586
| -25% | -$234M | 2.55% | 18 |
|
|
2017
Q4 | $896M | Sell |
8,381,490
-174,210
| -2% | -$18.6M | 3.33% | 12 |
|
|
2017
Q3 | $817M | Sell |
8,555,700
-236,764
| -3% | -$22.6M | 3.16% | 13 |
|
|
2017
Q2 | $804M | Sell |
8,792,464
-3,592,858
| -29% | -$328M | 3.14% | 13 |
|
|
2017
Q1 | $1.09B | Sell |
12,385,322
-224,124
| -2% | -$19.7M | 4.45% | 10 |
|
|
2016
Q4 | $1.09B | Sell |
12,609,446
-885,234
| -7% | -$76.4M | 4.6% | 8 |
|
|
2016
Q3 | $899M | Sell |
13,494,680
-524,143
| -4% | -$34.9M | 3.87% | 12 |
|
|
2016
Q2 | $871M | Buy |
14,018,823
+740,432
| +6% | +$46M | 3.74% | 14 |
|
|
2016
Q1 | $786M | Buy |
13,278,391
+743,335
| +6% | +$44M | 3.29% | 14 |
|
|
2015
Q4 | $828M | Buy |
12,535,056
+1,138,288
| +10% | +$75.2M | 3.38% | 15 |
|
|
2015
Q3 | $695M | Buy |
11,396,768
+716,170
| +7% | +$43.7M | 3.05% | 15 |
|
|
2015
Q2 | $724M | Buy |
10,680,598
+1,985,520
| +23% | +$135M | 2.85% | 16 |
|
|
2015
Q1 | $527M | Buy |
8,695,078
+4,266,899
| +96% | +$258M | 1.96% | 25 |
|
|
2014
Q4 | $277M | Buy |
4,428,179
+4,267,779
| +2,661% | +$267M | 1.05% | 29 |
|
|
2014
Q3 | $9.66M | Buy |
+160,400
| New | +$9.66M | 0.04% | 35 |
|