Everett Harris & Co’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 | $8.07M | Buy |
27,828
+1,429
| +5% | +$414K | 0.1% | 57 |
|
|
2025
Q1 | $6.48M | Buy |
26,399
+179
| +0.7% | +$43.9K | 0.08% | 66 |
|
|
2024
Q4 | $6.29M | Buy |
26,220
+6,971
| +36% | +$1.67M | 0.08% | 68 |
|
|
2024
Q3 | $4.06M | Buy |
19,249
+600
| +3% | +$127K | 0.05% | 81 |
|
|
2024
Q2 | $3.77M | Buy |
18,649
+859
| +5% | +$174K | 0.05% | 81 |
|
|
2024
Q1 | $3.56M | Buy |
17,790
+146
| +0.8% | +$29.2K | 0.05% | 81 |
|
|
2023
Q4 | $3M | Sell |
17,644
-98
| -0.6% | -$16.7K | 0.04% | 84 |
|
|
2023
Q3 | $2.57M | Sell |
17,742
-402
| -2% | -$58.3K | 0.04% | 86 |
|
|
2023
Q2 | $2.64M | Buy |
18,144
+291
| +2% | +$42.3K | 0.04% | 86 |
|
|
2023
Q1 | $2.33M | Sell |
17,853
-57
| -0.3% | -$7.43K | 0.04% | 88 |
|
|
2022
Q4 | $2.4M | Sell |
17,910
-1,131
| -6% | -$152K | 0.04% | 83 |
|
|
2022
Q3 | $1.99M | Sell |
19,041
-98
| -0.5% | -$10.2K | 0.04% | 89 |
|
|
2022
Q2 | $2.16M | Buy |
19,139
+511
| +3% | +$57.5K | 0.04% | 89 |
|
|
2022
Q1 | $2.54M | Buy |
18,628
+1,119
| +6% | +$153K | 0.04% | 92 |
|
|
2021
Q4 | $2.77M | Sell |
17,509
-480
| -3% | -$76K | 0.04% | 88 |
|
|
2021
Q3 | $2.95M | Buy |
17,989
+1,350
| +8% | +$221K | 0.05% | 83 |
|
|
2021
Q2 | $2.59M | Sell |
16,639
-1,270
| -7% | -$198K | 0.04% | 92 |
|
|
2021
Q1 | $2.73M | Sell |
17,909
-867
| -5% | -$132K | 0.05% | 83 |
|
|
2020
Q4 | $2.39M | Sell |
18,776
-65
| -0.3% | -$8.26K | 0.04% | 86 |
|
|
2020
Q3 | $1.81M | Buy |
18,841
+850
| +5% | +$81.8K | 0.04% | 97 |
|
|
2020
Q2 | $1.69M | Sell |
17,991
-586
| -3% | -$55.1K | 0.04% | 99 |
|
|
2020
Q1 | $1.67M | Buy |
18,577
+4,498
| +32% | +$405K | 0.04% | 96 |
|
|
2019
Q4 | $1.96M | Sell |
14,079
-641
| -4% | -$89.4K | 0.04% | 109 |
|
|
2019
Q3 | $1.73M | Sell |
14,720
-3,029
| -17% | -$356K | 0.04% | 110 |
|
|
2019
Q2 | $1.98M | Buy |
17,749
+768
| +5% | +$85.8K | 0.05% | 102 |
|
|
2019
Q1 | $1.72M | Buy |
16,981
+314
| +2% | +$31.8K | 0.04% | 104 |
|
|
2018
Q4 | $1.63M | Hold |
16,667
| – | – | 0.05% | 106 |
|
|
2018
Q3 | $1.88M | Hold |
16,667
| – | – | 0.05% | 99 |
|
|
2018
Q2 | $1.74M | Buy |
16,667
+660
| +4% | +$68.8K | 0.05% | 101 |
|
|
2018
Q1 | $1.76M | Sell |
16,007
-60
| -0.4% | -$6.6K | 0.05% | 103 |
|
|
2017
Q4 | $1.72M | Hold |
16,067
| – | – | 0.05% | 108 |
|
|
2017
Q3 | $1.54M | Buy |
16,067
+70
| +0.4% | +$6.69K | 0.05% | 114 |
|
|
2017
Q2 | $1.46M | Buy |
15,997
+898
| +6% | +$82.1K | 0.05% | 120 |
|
|
2017
Q1 | $1.33M | Buy |
15,099
+60
| +0.4% | +$5.27K | 0.04% | 122 |
|
|
2016
Q4 | $1.3M | Hold |
15,039
| – | – | 0.05% | 121 |
|
|
2016
Q3 | $1M | Sell |
15,039
-100
| -0.7% | -$6.66K | 0.04% | 134 |
|
|
2016
Q2 | $941K | Buy |
15,139
+652
| +5% | +$40.5K | 0.03% | 136 |
|
|
2016
Q1 | $858K | Sell |
14,487
-247
| -2% | -$14.6K | 0.03% | 145 |
|
|
2015
Q4 | $973K | Hold |
14,734
| – | – | 0.03% | 134 |
|
|
2015
Q3 | $898K | Hold |
14,734
| – | – | 0.03% | 143 |
|
|
2015
Q2 | $998K | Buy |
14,734
+578
| +4% | +$39.2K | 0.04% | 131 |
|
|
2015
Q1 | $858K | Buy |
14,156
+1,534
| +12% | +$93K | 0.03% | 132 |
|
|
2014
Q4 | $790K | Hold |
12,622
| – | – | 0.03% | 139 |
|
|
2014
Q3 | $760K | Buy |
12,622
+480
| +4% | +$28.9K | 0.03% | 138 |
|
|
2014
Q2 | $700K | Hold |
12,142
| – | – | 0.03% | 137 |
|
|
2014
Q1 | $737K | Hold |
12,142
| – | – | 0.03% | 130 |
|
|
2013
Q4 | $710K | Hold |
12,142
| – | – | 0.03% | 125 |
|
|
2013
Q3 | $628K | Hold |
12,142
| – | – | 0.03% | 125 |
|
|
2013
Q2 | $641K | Buy |
+12,142
| New | +$641K | 0.03% | 126 |
|