Edgemoor Investment Advisors’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 | $2.1M | Buy |
7,254
+229
| +3% | +$66.4K | 0.18% | 72 |
|
|
2025
Q1 | $1.72M | Sell |
7,025
-151
| -2% | -$37K | 0.16% | 76 |
|
|
2024
Q4 | $1.72M | Buy |
7,176
+389
| +6% | +$93.3K | 0.15% | 75 |
|
|
2024
Q3 | $1.43M | Sell |
6,787
-261
| -4% | -$55K | 0.12% | 82 |
|
|
2024
Q2 | $1.43M | Buy |
7,048
+1
| +0% | +$202 | 0.13% | 78 |
|
|
2024
Q1 | $1.41M | Buy |
7,047
+514
| +8% | +$103K | 0.13% | 77 |
|
|
2023
Q4 | $1.11M | Buy |
6,533
+1
| +0% | +$170 | 0.12% | 84 |
|
|
2023
Q3 | $947K | Buy |
6,532
+1
| +0% | +$145 | 0.11% | 86 |
|
|
2023
Q2 | $950K | Buy |
6,531
+1
| +0% | +$145 | 0.11% | 86 |
|
|
2023
Q1 | $851K | Sell |
6,530
-503
| -7% | -$65.6K | 0.1% | 89 |
|
|
2022
Q4 | $943K | Buy |
7,033
+1,733
| +33% | +$232K | 0.12% | 90 |
|
|
2022
Q3 | $554K | Buy |
5,300
+1
| +0% | +$105 | 0.07% | 98 |
|
|
2022
Q2 | $597K | Sell |
5,299
-56
| -1% | -$6.31K | 0.08% | 102 |
|
|
2022
Q1 | $730K | Buy |
5,355
+1,515
| +39% | +$207K | 0.08% | 98 |
|
|
2021
Q4 | $608K | Buy |
3,840
+88
| +2% | +$13.9K | 0.06% | 98 |
|
|
2021
Q3 | $614K | Sell |
3,752
-450
| -11% | -$73.6K | 0.07% | 90 |
|
|
2021
Q2 | $654K | Hold |
4,202
| – | – | 0.06% | 89 |
|
|
2021
Q1 | $640K | Buy |
4,202
+37
| +0.9% | +$5.64K | 0.06% | 88 |
|
|
2020
Q4 | $529K | Sell |
4,165
-97
| -2% | -$12.3K | 0.06% | 89 |
|
|
2020
Q3 | $410K | Sell |
4,262
-69
| -2% | -$6.64K | 0.05% | 92 |
|
|
2020
Q2 | $407K | Hold |
4,331
| – | – | 0.05% | 91 |
|
|
2020
Q1 | $390K | Hold |
4,331
| – | – | 0.06% | 89 |
|
|
2019
Q4 | $604K | Sell |
4,331
-4
| -0.1% | -$558 | 0.07% | 93 |
|
|
2019
Q3 | $510K | Sell |
4,335
-207
| -5% | -$24.4K | 0.06% | 94 |
|
|
2019
Q2 | $508K | Hold |
4,542
| – | – | 0.06% | 98 |
|
|
2019
Q1 | $460K | Buy |
4,542
+449
| +11% | +$45.5K | 0.06% | 98 |
|
|
2018
Q4 | $400K | Hold |
4,093
| – | – | 0.06% | 97 |
|
|
2018
Q3 | $462K | Sell |
4,093
-446
| -10% | -$50.3K | 0.06% | 96 |
|
|
2018
Q2 | $473K | Hold |
4,539
| – | – | 0.06% | 98 |
|
|
2018
Q1 | $499K | Buy |
4,539
+110
| +2% | +$12.1K | 0.07% | 101 |
|
|
2017
Q4 | $497K | Sell |
4,429
-506
| -10% | -$56.8K | 0.06% | 99 |
|
|
2017
Q3 | $471K | Buy |
4,935
+186
| +4% | +$17.8K | 0.06% | 102 |
|
|
2017
Q2 | $434K | Buy |
4,749
+1,470
| +45% | +$134K | 0.06% | 104 |
|
|
2017
Q1 | $288K | Hold |
3,279
| – | – | 0.04% | 110 |
|
|
2016
Q4 | $283K | Sell |
3,279
-427
| -12% | -$36.9K | 0.04% | 105 |
|
|
2016
Q3 | $247K | Hold |
3,706
| – | – | 0.04% | 111 |
|
|
2016
Q2 | $230K | Hold |
3,706
| – | – | 0.04% | 113 |
|
|
2016
Q1 | $219K | Sell |
3,706
-2,676
| -42% | -$158K | 0.03% | 116 |
|
|
2015
Q4 | $421K | Buy |
6,382
+90
| +1% | +$5.94K | 0.06% | 109 |
|
|
2015
Q3 | $384K | Buy |
6,292
+500
| +9% | +$30.5K | 0.06% | 114 |
|
|
2015
Q2 | $392K | Sell |
5,792
-106
| -2% | -$7.17K | 0.06% | 111 |
|
|
2015
Q1 | $357K | Sell |
5,898
-530
| -8% | -$32.1K | 0.05% | 113 |
|
|
2014
Q4 | $402K | Sell |
6,428
-4,995
| -44% | -$312K | 0.06% | 108 |
|
|
2014
Q3 | $688K | Buy |
11,423
+126
| +1% | +$7.59K | 0.1% | 98 |
|
|
2014
Q2 | $651K | Buy |
11,297
+6,642
| +143% | +$383K | 0.1% | 101 |
|
|
2014
Q1 | $283K | Buy |
4,655
+500
| +12% | +$30.4K | 0.04% | 114 |
|
|
2013
Q4 | $243K | Buy |
+4,155
| New | +$243K | 0.04% | 121 |
|