FDx 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 | $732K | Sell |
2,525
-13
| -0.5% | -$3.77K | 0.22% | 75 |
|
|
2025
Q1 | $623K | Sell |
2,538
-309
| -11% | -$75.9K | 0.2% | 76 |
|
|
2024
Q4 | $682K | Sell |
2,847
-504
| -15% | -$121K | 0.2% | 80 |
|
|
2024
Q3 | $707K | Sell |
3,351
-65
| -2% | -$13.7K | 0.19% | 82 |
|
|
2024
Q2 | $691K | Sell |
3,416
-8,896
| -72% | -$1.8M | 0.19% | 81 |
|
|
2024
Q1 | $2.47M | Sell |
12,312
-3,567
| -22% | -$714K | 0.37% | 78 |
|
|
2023
Q4 | $2.7M | Sell |
15,879
-1,021
| -6% | -$174K | 0.21% | 114 |
|
|
2023
Q3 | $2.45M | Sell |
16,900
-15,707
| -48% | -$2.28M | 0.2% | 117 |
|
|
2023
Q2 | $4.74M | Sell |
32,607
-20,980
| -39% | -$3.05M | 0.26% | 103 |
|
|
2023
Q1 | $7.19M | Hold |
53,587
| – | – | 0.31% | 73 |
|
|
2022
Q4 | $7.19M | Buy |
53,587
+3,169
| +6% | +$425K | 0.31% | 73 |
|
|
2022
Q3 | $5.27M | Sell |
50,418
-42,246
| -46% | -$4.41M | 0.24% | 96 |
|
|
2022
Q2 | $10.4M | Sell |
92,664
-31,801
| -26% | -$3.58M | 0.39% | 54 |
|
|
2022
Q1 | $17M | Sell |
124,465
-34,686
| -22% | -$4.73M | 0.57% | 35 |
|
|
2021
Q4 | $25.2M | Buy |
159,151
+8,345
| +6% | +$1.32M | 0.7% | 33 |
|
|
2021
Q3 | $24.7M | Buy |
150,806
+5,702
| +4% | +$933K | 0.79% | 30 |
|
|
2021
Q2 | $22.6M | Buy |
145,104
+7,673
| +6% | +$1.19M | 0.75% | 30 |
|
|
2021
Q1 | $20.9M | Buy |
137,431
+7,783
| +6% | +$1.18M | 0.79% | 32 |
|
|
2020
Q4 | $16.5M | Buy |
129,648
+3,418
| +3% | +$434K | 0.68% | 36 |
|
|
2020
Q3 | $12.2M | Buy |
126,230
+22,142
| +21% | +$2.13M | 0.57% | 45 |
|
|
2020
Q2 | $9.79M | Buy |
104,088
+4,522
| +5% | +$425K | 0.51% | 47 |
|
|
2020
Q1 | $8.96M | Buy |
99,566
+5,820
| +6% | +$524K | 0.58% | 42 |
|
|
2019
Q4 | $13.1M | Buy |
93,746
+15,927
| +20% | +$2.22M | 0.72% | 33 |
|
|
2019
Q3 | $9.16M | Sell |
77,819
-6,873
| -8% | -$809K | 0.63% | 44 |
|
|
2019
Q2 | $9.47M | Buy |
84,692
+3,153
| +4% | +$353K | 0.37% | 60 |
|
|
2019
Q1 | $8.25M | Buy |
81,539
+4,499
| +6% | +$455K | 0.33% | 63 |
|
|
2018
Q4 | $7.52M | Sell |
77,040
-33,596
| -30% | -$3.28M | 0.62% | 33 |
|
|
2018
Q3 | $12.5M | Buy |
110,636
+6,211
| +6% | +$701K | 0.46% | 40 |
|
|
2018
Q2 | $10.9M | Sell |
104,425
-27,423
| -21% | -$2.86M | 0.39% | 48 |
|
|
2018
Q1 | $14.5M | Sell |
131,848
-8,373
| -6% | -$921K | 0.43% | 41 |
|
|
2017
Q4 | $15M | Buy |
140,221
+4,132
| +3% | +$442K | 0.41% | 41 |
|
|
2017
Q3 | $13M | Buy |
136,089
+13,827
| +11% | +$1.32M | 0.36% | 49 |
|
|
2017
Q2 | $11.2M | Buy |
122,262
+5,071
| +4% | +$464K | 0.33% | 55 |
|
|
2017
Q1 | $10.3M | Sell |
117,191
-6,216
| -5% | -$546K | 0.31% | 61 |
|
|
2016
Q4 | $10.6M | Buy |
123,407
+26,289
| +27% | +$2.27M | 0.31% | 66 |
|
|
2016
Q3 | $6.47M | Buy |
97,118
+10,922
| +13% | +$727K | 0.27% | 66 |
|
|
2016
Q2 | $5.36M | Buy |
86,196
+373
| +0.4% | +$23.2K | 0.24% | 79 |
|
|
2016
Q1 | $5.08M | Buy |
85,823
+1,519
| +2% | +$89.9K | 0.23% | 83 |
|
|
2015
Q4 | $5.57M | Buy |
84,304
+5,059
| +6% | +$334K | 0.25% | 82 |
|
|
2015
Q3 | $4.83M | Buy |
79,245
+5,437
| +7% | +$331K | 0.42% | 48 |
|
|
2015
Q2 | $4.86M | Buy |
73,808
+4,808
| +7% | +$316K | 0.24% | 76 |
|
|
2015
Q1 | $4.18M | Sell |
69,000
-12,305
| -15% | -$746K | 0.09% | 182 |
|
|
2014
Q4 | $5.09M | Sell |
81,305
-5,061
| -6% | -$317K | 0.31% | 58 |
|
|
2014
Q3 | $5.2M | Buy |
86,366
+5,665
| +7% | +$341K | 0.34% | 47 |
|
|
2014
Q2 | $4.65M | Buy |
80,701
+32,718
| +68% | +$1.89M | 0.3% | 55 |
|
|
2014
Q1 | $2.91M | Buy |
47,983
+17,709
| +58% | +$1.08M | 0.24% | 85 |
|
|
2013
Q4 | $1.77M | Sell |
30,274
-1,486
| -5% | -$86.8K | 0.18% | 125 |
|
|
2013
Q3 | $1.64M | Buy |
31,760
+3,271
| +11% | +$169K | 0.19% | 113 |
|
|
2013
Q2 | $1.5M | Buy |
+28,489
| New | +$1.5M | 0.2% | 115 |
|