Emerald 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 | $1.13M | Buy |
3,913
+120
| +3% | +$34.8K | 0.15% | 37 |
|
|
2025
Q1 | $930K | Buy |
3,793
+582
| +18% | +$143K | 0.12% | 40 |
|
|
2024
Q4 | $770K | Buy |
3,211
+16
| +0.5% | +$3.84K | 0.11% | 48 |
|
|
2024
Q3 | $720K | Buy |
3,195
+62
| +2% | +$14K | 0.1% | 50 |
|
|
2024
Q2 | $634K | Sell |
3,133
-479
| -13% | -$96.9K | 0.1% | 50 |
|
|
2024
Q1 | $724K | Buy |
3,612
+450
| +14% | +$90.1K | 0.13% | 47 |
|
|
2023
Q4 | $538K | Buy |
3,162
+52
| +2% | +$8.85K | 0.1% | 48 |
|
|
2023
Q3 | $451K | Buy |
3,110
+5
| +0.2% | +$725 | 0.1% | 54 |
|
|
2023
Q2 | $452K | Buy |
3,105
+103
| +3% | +$15K | 0.11% | 53 |
|
|
2023
Q1 | $391K | Sell |
3,002
-110
| -4% | -$14.3K | 0.1% | 52 |
|
|
2022
Q4 | $417K | Sell |
3,112
-563
| -15% | -$75.5K | 0.12% | 49 |
|
|
2022
Q3 | $384K | Buy |
3,675
+20
| +0.5% | +$2.09K | 0.11% | 56 |
|
|
2022
Q2 | $412K | Sell |
3,655
-420
| -10% | -$47.3K | 0.12% | 55 |
|
|
2022
Q1 | $556K | Buy |
4,075
+106
| +3% | +$14.5K | 0.13% | 50 |
|
|
2021
Q4 | $629K | Sell |
3,969
-134
| -3% | -$21.2K | 0.15% | 40 |
|
|
2021
Q3 | $672K | Buy |
4,103
+128
| +3% | +$21K | 0.19% | 40 |
|
|
2021
Q2 | $618K | Sell |
3,975
-1,990
| -33% | -$309K | 0.19% | 40 |
|
|
2021
Q1 | $908K | Buy |
5,965
+63
| +1% | +$9.59K | 0.33% | 30 |
|
|
2020
Q4 | $750K | Buy |
5,902
+709
| +14% | +$90.1K | 0.26% | 31 |
|
|
2020
Q3 | $500K | Buy |
5,193
+128
| +3% | +$12.3K | 0.19% | 37 |
|
|
2020
Q2 | $476K | Sell |
5,065
-916
| -15% | -$86.1K | 0.21% | 38 |
|
|
2020
Q1 | $554K | Buy |
5,981
+2,600
| +77% | +$241K | 0.25% | 33 |
|
|
2019
Q4 | $446K | Buy |
+3,381
| New | +$446K | 0.42% | 33 |
|