East Coast Asset Management’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 | $319K | Hold |
1,100
| – | – | 0.11% | 58 |
|
|
2025
Q1 | $270K | Buy |
1,100
+44
| +4% | +$10.8K | 0.1% | 62 |
|
|
2024
Q4 | $253K | Sell |
1,056
-100
| -9% | -$24K | 0.08% | 64 |
|
|
2024
Q3 | $244K | Hold |
1,156
| – | – | 0.08% | 67 |
|
|
2024
Q2 | $234K | Sell |
1,156
-500
| -30% | -$101K | 0.09% | 66 |
|
|
2024
Q1 | $332K | Hold |
1,656
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $282K | Hold |
1,656
| – | – | 0.12% | 57 |
|
|
2023
Q3 | $240K | Hold |
1,656
| – | – | 0.11% | 59 |
|
|
2023
Q2 | $241K | Sell |
1,656
-255
| -13% | -$37.1K | 0.11% | 59 |
|
|
2023
Q1 | $249K | Hold |
1,911
| – | – | 0.11% | 58 |
|
|
2022
Q4 | $256K | Buy |
+1,911
| New | +$256K | 0.13% | 55 |
|
|
2022
Q3 | – | Sell |
-1,911
| Closed | -$215K | – | 59 |
|
|
2022
Q2 | $215K | Sell |
1,911
-230
| -11% | -$25.9K | 0.1% | 58 |
|
|
2022
Q1 | $292K | Hold |
2,141
| – | – | 0.07% | 54 |
|
|
2021
Q4 | $339K | Hold |
2,141
| – | – | 0.07% | 57 |
|
|
2021
Q3 | $350K | Hold |
2,141
| – | – | 0.08% | 52 |
|
|
2021
Q2 | $333K | Buy |
2,141
+217
| +11% | +$33.8K | 0.08% | 53 |
|
|
2021
Q1 | $293K | Hold |
1,924
| – | – | 0.08% | 54 |
|
|
2020
Q4 | $244K | Buy |
+1,924
| New | +$244K | 0.07% | 57 |
|
|
2020
Q3 | – | Sell |
-5,316
| Closed | -$500K | – | 59 |
|
|
2020
Q2 | $500K | Hold |
5,316
| – | – | 0.14% | 43 |
|
|
2020
Q1 | $479K | Hold |
5,316
| – | – | 0.19% | 40 |
|
|
2019
Q4 | $741K | Hold |
5,316
| – | – | 0.21% | 39 |
|
|
2019
Q3 | $626K | Hold |
5,316
| – | – | 0.18% | 46 |
|
|
2019
Q2 | $594K | Buy |
5,316
+141
| +3% | +$15.8K | 0.16% | 46 |
|
|
2019
Q1 | $524K | Sell |
5,175
-435
| -8% | -$44K | 0.13% | 52 |
|
|
2018
Q4 | $548K | Hold |
5,610
| – | – | 0.17% | 50 |
|
|
2018
Q3 | $633K | Buy |
5,610
+345
| +7% | +$38.9K | 0.16% | 52 |
|
|
2018
Q2 | $549K | Sell |
5,265
-35
| -0.7% | -$3.65K | 0.15% | 53 |
|
|
2018
Q1 | $583K | Sell |
5,300
-1,216
| -19% | -$134K | 0.17% | 55 |
|
|
2017
Q4 | $697K | Sell |
6,516
-3,253
| -33% | -$348K | 0.19% | 58 |
|
|
2017
Q3 | $933K | Hold |
9,769
| – | – | 0.24% | 51 |
|
|
2017
Q2 | $893K | Buy |
9,769
+247
| +3% | +$22.6K | 0.24% | 57 |
|
|
2017
Q1 | $836K | Buy |
9,522
+168
| +2% | +$14.8K | 0.23% | 58 |
|
|
2016
Q4 | $807K | Buy |
9,354
+140
| +2% | +$12.1K | 0.24% | 59 |
|
|
2016
Q3 | $614K | Buy |
9,214
+1,503
| +19% | +$100K | 0.32% | 68 |
|
|
2016
Q2 | $479K | Sell |
7,711
-238
| -3% | -$14.8K | 0.26% | 71 |
|
|
2016
Q1 | $471K | Sell |
7,949
-325
| -4% | -$19.3K | 0.25% | 76 |
|
|
2015
Q4 | $546K | Sell |
8,274
-35
| -0.4% | -$2.31K | 0.3% | 73 |
|
|
2015
Q3 | $507K | Buy |
8,309
+35
| +0.4% | +$2.14K | 0.32% | 76 |
|
|
2015
Q2 | $561K | Sell |
8,274
-347
| -4% | -$23.5K | 0.3% | 77 |
|
|
2015
Q1 | $522K | Buy |
8,621
+97
| +1% | +$5.87K | 0.28% | 81 |
|
|
2014
Q4 | $533K | Sell |
8,524
-256
| -3% | -$16K | 0.29% | 79 |
|
|
2014
Q3 | $529K | Sell |
8,780
-373
| -4% | -$22.5K | 0.3% | 75 |
|
|
2014
Q2 | $527K | Buy |
9,153
+506
| +6% | +$29.1K | 0.29% | 76 |
|
|
2014
Q1 | $525K | Hold |
8,647
| – | – | 0.31% | 76 |
|
|
2013
Q4 | $506K | Sell |
8,647
-449
| -5% | -$26.3K | 0.3% | 80 |
|
|
2013
Q3 | $470K | Sell |
9,096
-4,562
| -33% | -$236K | 0.31% | 85 |
|
|
2013
Q2 | $721K | Buy |
+13,658
| New | +$721K | 0.39% | 70 |
|