Exeter Financial’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 | $554K | Sell |
1,912
-37
| -2% | -$10.7K | 0.25% | 74 |
|
|
2025
Q1 | $478K | Sell |
1,949
-50
| -3% | -$12.3K | 0.21% | 74 |
|
|
2024
Q4 | $479K | Sell |
1,999
-50
| -2% | -$12K | 0.22% | 73 |
|
|
2024
Q3 | $432K | Sell |
2,049
-82
| -4% | -$17.3K | 0.19% | 76 |
|
|
2024
Q2 | $431K | Sell |
2,131
-27
| -1% | -$5.46K | 0.21% | 76 |
|
|
2024
Q1 | $422K | Hold |
2,158
| – | – | 0.19% | 77 |
|
|
2023
Q4 | $368K | Buy |
2,158
+130
| +6% | +$22.2K | 0.18% | 76 |
|
|
2023
Q3 | $294K | Hold |
2,028
| – | – | 0.16% | 78 |
|
|
2023
Q2 | $299K | Hold |
2,028
| – | – | 0.15% | 78 |
|
|
2023
Q1 | $259K | Hold |
2,028
| – | – | 0.13% | 83 |
|
|
2022
Q4 | $272K | Hold |
2,028
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $212K | Hold |
2,028
| – | – | 0.12% | 86 |
|
|
2022
Q2 | $228K | Hold |
2,028
| – | – | 0.13% | 84 |
|
|
2022
Q1 | $276K | Hold |
2,028
| – | – | 0.15% | 77 |
|
|
2021
Q4 | $339K | Hold |
2,028
| – | – | 0.19% | 70 |
|
|
2021
Q3 | $332K | Sell |
2,028
-94
| -4% | -$15.4K | 0.2% | 70 |
|
|
2021
Q2 | $331K | Buy |
2,122
+94
| +5% | +$14.7K | 0.19% | 71 |
|
|
2021
Q1 | $309K | Hold |
2,028
| – | – | 0.19% | 70 |
|
|
2020
Q4 | $258K | Buy |
+2,028
| New | +$258K | 0.18% | 74 |
|
|
2018
Q4 | – | Sell |
-2,031
| Closed | -$229K | – | 68 |
|
|
2018
Q3 | $229K | Buy |
+2,031
| New | +$229K | 0.19% | 67 |
|