Elgethun Capital 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 | $1.42M | Sell |
4,902
-16
| -0.3% | -$4.64K | 0.29% | 47 |
|
|
2025
Q1 | $1.21M | Buy |
4,918
+198
| +4% | +$48.6K | 0.27% | 49 |
|
|
2024
Q4 | $1.13M | Buy |
4,720
+263
| +6% | +$63K | 0.27% | 51 |
|
|
2024
Q3 | $940K | Buy |
4,457
+2
| +0% | +$422 | 0.22% | 58 |
|
|
2024
Q2 | $901K | Buy |
4,455
+2
| +0% | +$405 | 0.23% | 60 |
|
|
2024
Q1 | $889K | Buy |
4,453
+2
| +0% | +$399 | 0.22% | 61 |
|
|
2023
Q4 | $757K | Buy |
4,451
+92
| +2% | +$15.6K | 0.21% | 62 |
|
|
2023
Q3 | $634K | Buy |
4,359
+1
| +0% | +$145 | 0.19% | 64 |
|
|
2023
Q2 | $634K | Sell |
4,358
-18,465
| -81% | -$2.69M | 0.19% | 66 |
|
|
2023
Q1 | $3M | Sell |
22,823
-1,498
| -6% | -$197K | 0.95% | 37 |
|
|
2022
Q4 | $3.3M | Sell |
24,321
-236
| -1% | -$32K | 1.19% | 32 |
|
|
2022
Q3 | $2.57M | Buy |
24,557
+3,454
| +16% | +$361K | 1.03% | 31 |
|
|
2022
Q2 | $2.36M | Buy |
21,103
+217
| +1% | +$24.3K | 0.92% | 36 |
|
|
2022
Q1 | $2.85M | Buy |
20,886
+436
| +2% | +$59.4K | 0.96% | 35 |
|
|
2021
Q4 | $3.32M | Buy |
20,450
+80
| +0.4% | +$13K | 1.16% | 27 |
|
|
2021
Q3 | $3.34M | Sell |
20,370
-64
| -0.3% | -$10.5K | 1.15% | 29 |
|
|
2021
Q2 | $3.18M | Buy |
20,434
+265
| +1% | +$41.2K | 1.09% | 30 |
|
|
2021
Q1 | $3.07M | Sell |
20,169
-20,288
| -50% | -$3.09M | 1.19% | 27 |
|
|
2020
Q4 | $5.14M | Sell |
40,457
-1,157
| -3% | -$147K | 2.2% | 11 |
|
|
2020
Q3 | $4.02M | Sell |
41,614
-755
| -2% | -$72.8K | 2.2% | 13 |
|
|
2020
Q2 | $3.88M | Sell |
42,369
-3,888
| -8% | -$356K | 2.25% | 12 |
|
|
2020
Q1 | $4.17M | Buy |
46,257
+1,710
| +4% | +$154K | 2.31% | 10 |
|
|
2019
Q4 | $6.21M | Sell |
44,547
-720
| -2% | -$100K | 3.02% | 6 |
|
|
2019
Q3 | $5.32M | Buy |
45,267
+1,084
| +2% | +$127K | 2.83% | 7 |
|
|
2019
Q2 | $4.94M | Buy |
44,183
+1,037
| +2% | +$116K | 2.7% | 7 |
|
|
2019
Q1 | $4.37M | Sell |
43,146
-109
| -0.3% | -$11K | 2.55% | 8 |
|
|
2018
Q4 | $4.29M | Sell |
43,255
-263
| -0.6% | -$26.1K | 2.97% | 5 |
|
|
2018
Q3 | $4.97M | Sell |
43,518
-79
| -0.2% | -$9.02K | 3.22% | 4 |
|
|
2018
Q2 | $4.54M | Sell |
43,597
-2,612
| -6% | -$272K | 3.22% | 4 |
|
|
2018
Q1 | $5.08M | Sell |
46,209
-2,807
| -6% | -$309K | 3.55% | 3 |
|
|
2017
Q4 | $5.24M | Sell |
49,016
-1,224
| -2% | -$131K | 3.67% | 3 |
|
|
2017
Q3 | $4.8M | Sell |
50,240
-3,666
| -7% | -$350K | 3.52% | 4 |
|
|
2017
Q2 | $4.93M | Sell |
53,906
-1,532
| -3% | -$140K | 3.84% | 3 |
|
|
2017
Q1 | $4.87M | Sell |
55,438
-1,404
| -2% | -$123K | 3.9% | 3 |
|
|
2016
Q4 | $4.89M | Buy |
+56,842
| New | +$4.89M | 3.82% | 3 |
|