Financial Counselors 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 | – | Sell |
-441,452
| Closed | -$108M | – | 300 |
|
|
2025
Q1 | $108M | Sell |
441,452
-25,713
| -6% | -$6.31M | 1.64% | 8 |
|
|
2024
Q4 | $112M | Sell |
467,165
-3,215
| -0.7% | -$771K | 1.63% | 9 |
|
|
2024
Q3 | $99.2M | Buy |
470,380
+20,646
| +5% | +$4.35M | 1.47% | 8 |
|
|
2024
Q2 | $91M | Sell |
449,734
-7,376
| -2% | -$1.49M | 1.46% | 8 |
|
|
2024
Q1 | $91.6M | Sell |
457,110
-17,697
| -4% | -$3.54M | 1.54% | 8 |
|
|
2023
Q4 | $80.8M | Sell |
474,807
-538
| -0.1% | -$91.5K | 1.44% | 8 |
|
|
2023
Q3 | $68.9M | Buy |
475,345
+5,780
| +1% | +$838K | 1.38% | 9 |
|
|
2023
Q2 | $68.3M | Buy |
469,565
+10,935
| +2% | +$1.59M | 1.39% | 8 |
|
|
2023
Q1 | $59.8M | Sell |
458,630
-1,038
| -0.2% | -$135K | 1.29% | 11 |
|
|
2022
Q4 | $61.6M | Sell |
459,668
-32,440
| -7% | -$4.35M | 1.38% | 10 |
|
|
2022
Q3 | $51.4M | Buy |
492,108
+6,430
| +1% | +$672K | 1.27% | 11 |
|
|
2022
Q2 | $54.7M | Buy |
485,678
+31,709
| +7% | +$3.57M | 1.28% | 11 |
|
|
2022
Q1 | $61.9M | Buy |
453,969
+19,406
| +4% | +$2.65M | 1.28% | 9 |
|
|
2021
Q4 | $68.8M | Sell |
434,563
-29,565
| -6% | -$4.68M | 1.41% | 6 |
|
|
2021
Q3 | $76M | Buy |
464,128
+5,058
| +1% | +$828K | 1.63% | 5 |
|
|
2021
Q2 | $71.4M | Buy |
459,070
+1,120
| +0.2% | +$174K | 1.55% | 5 |
|
|
2021
Q1 | $69.7M | Sell |
457,950
-39,782
| -8% | -$6.06M | 1.62% | 5 |
|
|
2020
Q4 | $63.2M | Buy |
497,732
+5,117
| +1% | +$650K | 1.59% | 5 |
|
|
2020
Q3 | $47.4M | Sell |
492,615
-3,980
| -0.8% | -$383K | 1.39% | 8 |
|
|
2020
Q2 | $46.7M | Buy |
496,595
+106,697
| +27% | +$10M | 1.49% | 4 |
|
|
2020
Q1 | $35.1M | Buy |
389,898
+14,863
| +4% | +$1.34M | 1.56% | 6 |
|
|
2019
Q4 | $52.3M | Buy |
375,035
+9,287
| +3% | +$1.29M | 1.86% | 3 |
|
|
2019
Q3 | $43M | Buy |
365,748
+17,191
| +5% | +$2.02M | 1.69% | 3 |
|
|
2019
Q2 | $39M | Buy |
348,557
+4,247
| +1% | +$475K | 1.58% | 4 |
|
|
2019
Q1 | $34.9M | Buy |
344,310
+16,139
| +5% | +$1.63M | 1.48% | 6 |
|
|
2018
Q4 | $32M | Sell |
328,171
-3,375
| -1% | -$329K | 1.58% | 7 |
|
|
2018
Q3 | $37.4M | Buy |
331,546
+1,228
| +0.4% | +$139K | 1.64% | 4 |
|
|
2018
Q2 | $34.4M | Buy |
330,318
+7,778
| +2% | +$810K | 1.59% | 4 |
|
|
2018
Q1 | $35.5M | Sell |
322,540
-8,303
| -3% | -$913K | 1.69% | 4 |
|
|
2017
Q4 | $35.4M | Buy |
330,843
+40,009
| +14% | +$4.28M | 1.62% | 4 |
|
|
2017
Q3 | $27.8M | Buy |
290,834
+7,560
| +3% | +$722K | 1.35% | 6 |
|
|
2017
Q2 | $25.9M | Buy |
283,274
+4,676
| +2% | +$427K | 1.29% | 7 |
|
|
2017
Q1 | $24.5M | Sell |
278,598
-4,419
| -2% | -$388K | 1.25% | 9 |
|
|
2016
Q4 | $24.4M | Buy |
+283,017
| New | +$24.4M | 1.3% | 10 |
|
|
2016
Q2 | $16.7M | Buy |
268,907
+9,303
| +4% | +$578K | 1% | 17 |
|
|
2016
Q1 | $15.4M | Buy |
259,604
+22,466
| +9% | +$1.33M | 0.95% | 17 |
|
|
2015
Q4 | $15.7M | Sell |
237,138
-423
| -0.2% | -$27.9K | 1.01% | 15 |
|
|
2015
Q3 | $14.5M | Buy |
237,561
+7,494
| +3% | +$457K | 1% | 15 |
|
|
2015
Q2 | $15.6M | Buy |
230,067
+12,121
| +6% | +$821K | 0.99% | 15 |
|
|
2015
Q1 | $13.2M | Buy |
217,946
+24,621
| +13% | +$1.49M | 0.82% | 24 |
|
|
2014
Q4 | $12.1M | Buy |
193,325
+12,244
| +7% | +$766K | 0.77% | 26 |
|
|
2014
Q3 | $10.9M | Buy |
181,081
+9,732
| +6% | +$586K | 0.77% | 28 |
|
|
2014
Q2 | $9.87M | Buy |
171,349
+9,940
| +6% | +$573K | 0.69% | 35 |
|
|
2014
Q1 | $9.8M | Buy |
161,409
+4,702
| +3% | +$285K | 0.71% | 32 |
|
|
2013
Q4 | $9.16M | Buy |
156,707
+8,732
| +6% | +$511K | 0.69% | 37 |
|
|
2013
Q3 | $7.65M | Sell |
147,975
-3,191
| -2% | -$165K | 0.63% | 43 |
|
|
2013
Q2 | $7.98M | Buy |
+151,166
| New | +$7.98M | 0.66% | 41 |
|