Ethic Inc’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 | $18.4M | Buy |
63,990
+475
| +0.7% | +$136K | 0.33% | 47 |
|
|
2025
Q1 | $15.5M | Buy |
63,515
+8,166
| +15% | +$1.99M | 0.31% | 54 |
|
|
2024
Q4 | $13.3M | Buy |
55,349
+21,874
| +65% | +$5.24M | 0.27% | 60 |
|
|
2024
Q3 | $6.71M | Sell |
33,475
-7,266
| -18% | -$1.46M | 0.17% | 134 |
|
|
2024
Q2 | $8.24M | Buy |
40,741
+7,266
| +22% | +$1.47M | 0.19% | 107 |
|
|
2024
Q1 | $6.71M | Buy |
33,475
+1,283
| +4% | +$257K | 0.17% | 134 |
|
|
2023
Q4 | $5.48M | Buy |
32,192
+5,208
| +19% | +$886K | 0.16% | 152 |
|
|
2023
Q3 | $3.91M | Buy |
26,984
+7,607
| +39% | +$1.1M | 0.14% | 180 |
|
|
2023
Q2 | $2.82M | Buy |
19,377
+2,621
| +16% | +$381K | 0.1% | 233 |
|
|
2023
Q1 | $2.18M | Sell |
16,756
-1,081
| -6% | -$141K | 0.09% | 271 |
|
|
2022
Q4 | $2.39M | Buy |
17,837
+1,162
| +7% | +$156K | 0.13% | 209 |
|
|
2022
Q3 | $1.74M | Buy |
16,675
+10
| +0.1% | +$1.05K | 0.12% | 220 |
|
|
2022
Q2 | $1.88M | Buy |
16,665
+208
| +1% | +$23.4K | 0.13% | 204 |
|
|
2022
Q1 | $2.24M | Sell |
16,457
-711
| -4% | -$96.9K | 0.15% | 171 |
|
|
2021
Q4 | $2.72M | Buy |
17,168
+1,106
| +7% | +$175K | 0.21% | 117 |
|
|
2021
Q3 | $2.63M | Buy |
16,062
+899
| +6% | +$147K | 0.27% | 85 |
|
|
2021
Q2 | $2.36M | Sell |
15,163
-20,360
| -57% | -$3.17M | 0.29% | 78 |
|
|
2021
Q1 | $5.41M | Buy |
35,523
+2,688
| +8% | +$409K | 0.96% | 9 |
|
|
2020
Q4 | $4.17M | Buy |
32,835
+9,275
| +39% | +$1.18M | 1.1% | 8 |
|
|
2020
Q3 | $2.27M | Buy |
23,560
+3,835
| +19% | +$369K | 0.87% | 20 |
|
|
2020
Q2 | $1.86M | Buy |
19,725
+4,305
| +28% | +$405K | 1.06% | 12 |
|
|
2020
Q1 | $1.39M | Buy |
15,420
+3,709
| +32% | +$334K | 1.16% | 13 |
|
|
2019
Q4 | $1.63M | Buy |
+11,711
| New | +$1.63M | 1.2% | 13 |
|