Ellerson Group’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 | $3.54M | Sell |
12,204
-42
| -0.3% | -$12.2K | 2.49% | 13 |
|
|
2025
Q1 | $3M | Buy |
12,246
+18
| +0.1% | +$4.42K | 2.39% | 21 |
|
|
2024
Q4 | $2.93M | Sell |
12,228
-506
| -4% | -$121K | 2.14% | 23 |
|
|
2024
Q3 | $2.69M | Buy |
12,734
+60
| +0.5% | +$12.7K | 2.11% | 22 |
|
|
2024
Q2 | $2.56M | Sell |
12,674
-478
| -4% | -$96.7K | 1.95% | 21 |
|
|
2024
Q1 | $2.63M | Sell |
13,152
-261
| -2% | -$52.3K | 2.01% | 21 |
|
|
2023
Q4 | $2.28M | Hold |
13,413
| – | – | 1.98% | 23 |
|
|
2023
Q3 | $1.95M | Buy |
13,413
+480
| +4% | +$69.6K | 1.81% | 23 |
|
|
2023
Q2 | $1.88M | Hold |
12,933
| – | – | 1.79% | 22 |
|
|
2023
Q1 | $1.69M | Sell |
12,933
-510
| -4% | -$66.5K | 1.83% | 21 |
|
|
2022
Q4 | $1.8M | Buy |
+13,443
| New | +$1.8M | 1.91% | 21 |
|