Eldridge 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 | $1.44M | Buy |
4,971
+500
| +11% | +$145K | 0.3% | 64 |
|
|
2025
Q1 | $1.1M | Sell |
4,471
-157
| -3% | -$38.5K | 0.25% | 73 |
|
|
2024
Q4 | $1.11M | Hold |
4,628
| – | – | 0.26% | 73 |
|
|
2024
Q3 | $976K | Hold |
4,628
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $936K | Buy |
4,628
+275
| +6% | +$55.6K | 0.24% | 82 |
|
|
2024
Q1 | $872K | Hold |
4,353
| – | – | 0.22% | 84 |
|
|
2023
Q4 | $740K | Sell |
4,353
-206
| -5% | -$35K | 0.19% | 90 |
|
|
2023
Q3 | $661K | Hold |
4,559
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $663K | Buy |
4,559
+220
| +5% | +$32K | 0.22% | 73 |
|
|
2023
Q1 | $565K | Sell |
4,339
-54
| -1% | -$7.03K | 0.2% | 76 |
|
|
2022
Q4 | $589K | Buy |
4,393
+210
| +5% | +$28.2K | 0.21% | 69 |
|
|
2022
Q3 | $437K | Sell |
4,183
-26
| -0.6% | -$2.72K | 0.17% | 82 |
|
|
2022
Q2 | $474K | Sell |
4,209
-75
| -2% | -$8.45K | 0.18% | 74 |
|
|
2022
Q1 | $584K | Sell |
4,284
-33
| -0.8% | -$4.5K | 0.2% | 68 |
|
|
2021
Q4 | $684K | Hold |
4,317
| – | – | 0.23% | 65 |
|
|
2021
Q3 | $707K | Hold |
4,317
| – | – | 0.25% | 61 |
|
|
2021
Q2 | $671K | Buy |
4,317
+23
| +0.5% | +$3.58K | 0.24% | 62 |
|
|
2021
Q1 | $654K | Hold |
4,294
| – | – | 0.25% | 59 |
|
|
2020
Q4 | $546K | Hold |
4,294
| – | – | 0.23% | 58 |
|
|
2020
Q3 | $413K | Sell |
4,294
-20
| -0.5% | -$1.92K | 0.19% | 61 |
|
|
2020
Q2 | $406K | Buy |
4,314
+20
| +0.5% | +$1.88K | 0.2% | 64 |
|
|
2020
Q1 | $387K | Sell |
4,294
-25
| -0.6% | -$2.25K | 0.22% | 58 |
|
|
2019
Q4 | $602K | Hold |
4,319
| – | – | 0.29% | 54 |
|
|
2019
Q3 | $508K | Sell |
4,319
-51
| -1% | -$6K | 0.26% | 56 |
|
|
2019
Q2 | $489K | Hold |
4,370
| – | – | 0.26% | 53 |
|
|
2019
Q1 | $442K | Buy |
4,370
+1,001
| +30% | +$101K | 0.24% | 53 |
|
|
2018
Q4 | $329K | Buy |
3,369
+221
| +7% | +$21.6K | 0.2% | 56 |
|
|
2018
Q3 | $355K | Buy |
3,148
+626
| +25% | +$70.6K | 0.23% | 45 |
|
|
2018
Q2 | $262K | Sell |
2,522
-254
| -9% | -$26.4K | 0.19% | 53 |
|
|
2018
Q1 | $305K | Buy |
2,776
+176
| +7% | +$19.3K | 0.23% | 48 |
|
|
2017
Q4 | $279K | Buy |
+2,600
| New | +$279K | 0.22% | 45 |
|