Family Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.84M | Sell |
19,859
-3,598
| -15% | -$1.09M | 0.7% | 32 |
|
|
2025
Q4 | $7.56M | Buy |
23,457
+907
| +4% | +$281K | 0.96% | 25 |
|
|
2025
Q3 | $7.11M | Buy |
22,550
+175
| +0.8% | +$52K | 0.99% | 24 |
|
|
2025
Q2 | $6.49M | Sell |
22,375
-151
| -0.7% | -$38.5K | 0.99% | 25 |
|
|
2025
Q1 | $5.53M | Buy |
22,526
+753
| +3% | +$192K | 0.91% | 29 |
|
|
2024
Q4 | $5.22M | Buy |
21,773
+912
| +4% | +$212K | 0.85% | 26 |
|
|
2024
Q3 | $4.4M | Buy |
20,861
+944
| +5% | +$199K | 0.73% | 34 |
|
|
2024
Q2 | $4.03M | Buy |
19,917
+546
| +3% | +$107K | 0.71% | 38 |
|
|
2024
Q1 | $3.88M | Buy |
19,371
+528
| +3% | +$95.3K | 0.72% | 37 |
|
|
2023
Q4 | $3.21M | Buy |
18,843
+32
| +0.2% | +$4.85K | 0.67% | 35 |
|
|
2023
Q3 | $2.73M | Sell |
18,811
-14,294
| -43% | -$2.14M | 0.63% | 38 |
|
|
2023
Q2 | $4.81M | Sell |
33,105
-524
| -2% | -$72.1K | 1.05% | 25 |
|
|
2023
Q1 | $4.38M | Sell |
33,629
-994
| -3% | -$136K | 1.01% | 27 |
|
|
2022
Q4 | $4.64M | Sell |
34,623
-94
| -0.3% | -$11.9K | 1.13% | 27 |
|
|
2022
Q3 | $3.63M | Sell |
34,717
-355
| -1% | -$40.7K | 0.97% | 29 |
|
|
2022
Q2 | $3.95M | Sell |
35,072
-2,682
| -7% | -$332K | 1.12% | 26 |
|
|
2022
Q1 | $5.15M | Buy |
37,754
+56
| +0.1% | +$8.27K | 1.43% | 20 |
|
|
2021
Q4 | $5.97M | Buy |
37,698
+593
| +2% | +$97.4K | 1.55% | 16 |
|
|
2021
Q3 | $6.07M | Sell |
37,105
-1,058
| -3% | -$166K | 1.68% | 14 |
|
|
2021
Q2 | $5.94M | Buy |
38,163
+2,908
| +8% | +$457K | 1.57% | 19 |
|
|
2021
Q1 | $5.37M | Buy |
35,255
+2,148
| +6% | +$309K | 1.69% | 18 |
|
|
2020
Q4 | $4.21M | Buy |
+33,107
| New | +$3.7M | 1.45% | 21 |
|
|
2020
Q3 | – | Sell |
-4,708
| Closed | -$443K | – | 146 |
|
|
2020
Q2 | $443K | Buy |
4,708
+800
| +20% | +$75.9K | 0.18% | 90 |
|
|
2020
Q1 | $352K | Sell |
3,908
-983
| -20% | -$119K | 0.18% | 85 |
|
|
2019
Q4 | $682K | Sell |
4,891
-8
| -0.2% | -$1.03K | 0.24% | 77 |
|
|
2019
Q3 | $577K | Sell |
4,899
-164
| -3% | -$18.6K | 0.22% | 78 |
|
|
2019
Q2 | $566K | Buy |
5,063
+209
| +4% | +$23K | 0.22% | 82 |
|
|
2019
Q1 | $491K | Buy |
4,854
+875
| +22% | +$90.1K | 0.21% | 81 |
|
|
2018
Q4 | $388K | Sell |
3,979
-850
| -18% | -$90.6K | 0.16% | 87 |
|
|
2018
Q3 | $545K | Sell |
4,829
-150
| -3% | -$17K | 0.32% | 45 |
|
|
2018
Q2 | $519K | Hold |
4,979
| – | – | 0.32% | 49 |
|
|
2018
Q1 | $548K | Hold |
4,979
| – | – | 0.41% | 38 |
|
|
2017
Q4 | $532K | Buy |
4,979
+500
| +11% | +$50.6K | 0.37% | 38 |
|
|
2017
Q3 | $428K | Buy |
4,479
+1,400
| +45% | +$129K | 0.29% | 44 |
|
|
2017
Q2 | $281K | Buy |
+3,079
| New | +$266K | 0.19% | 48 |
|
Other funds holding JPM
VCM
VPM
