Eclectic 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 | $5.2M | Buy |
17,934
+1,512
| +9% | +$438K | 1.13% | 24 |
|
|
2025
Q1 | $4.03M | Buy |
16,422
+107
| +0.7% | +$26.2K | 1.08% | 26 |
|
|
2024
Q4 | $3.91M | Buy |
16,315
+435
| +3% | +$104K | 1.16% | 20 |
|
|
2024
Q3 | $3.35M | Buy |
15,880
+8
| +0.1% | +$1.69K | 1.32% | 15 |
|
|
2024
Q2 | $3.21M | Sell |
15,872
-111
| -0.7% | -$22.5K | 1.43% | 15 |
|
|
2024
Q1 | $3.2M | Sell |
15,983
-926
| -5% | -$185K | 1.46% | 15 |
|
|
2023
Q4 | $2.88M | Sell |
16,909
-1,094
| -6% | -$186K | 1.38% | 15 |
|
|
2023
Q3 | $2.61M | Buy |
18,003
+92
| +0.5% | +$13.3K | 1.33% | 17 |
|
|
2023
Q2 | $2.6M | Sell |
17,911
-621
| -3% | -$90.3K | 1.28% | 18 |
|
|
2023
Q1 | $2.41M | Sell |
18,532
-345
| -2% | -$45K | 1.24% | 18 |
|
|
2022
Q4 | $2.53M | Sell |
18,877
-186
| -1% | -$24.9K | 1.23% | 23 |
|
|
2022
Q3 | $1.99M | Sell |
19,063
-1,305
| -6% | -$136K | 1.31% | 14 |
|
|
2022
Q2 | $2.29M | Buy |
20,368
+58
| +0.3% | +$6.53K | 1.54% | 13 |
|
|
2022
Q1 | $2.77M | Buy |
20,310
+390
| +2% | +$53.2K | 1.76% | 12 |
|
|
2021
Q4 | $3.15M | Buy |
19,920
+146
| +0.7% | +$23.1K | 2.02% | 9 |
|
|
2021
Q3 | $3.24M | Buy |
19,774
+52
| +0.3% | +$8.51K | 2.36% | 9 |
|
|
2021
Q2 | $3.07M | Sell |
19,722
-253
| -1% | -$39.4K | 2.3% | 9 |
|
|
2021
Q1 | $3.04M | Sell |
19,975
-596
| -3% | -$90.7K | 2.52% | 9 |
|
|
2020
Q4 | $2.61M | Buy |
+20,571
| New | +$2.61M | 2.48% | 9 |
|