Financial Insights’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 | $803K | Buy |
2,769
+319
| +13% | +$92.5K | 0.29% | 47 |
|
|
2025
Q1 | $601K | Sell |
2,450
-153
| -6% | -$37.5K | 0.24% | 55 |
|
|
2024
Q4 | $624K | Sell |
2,603
-3,837
| -60% | -$920K | 0.23% | 55 |
|
|
2024
Q3 | $1.36M | Sell |
6,440
-5,549
| -46% | -$1.17M | 0.43% | 40 |
|
|
2024
Q2 | $2.42M | Buy |
11,989
+403
| +3% | +$81.5K | 0.67% | 31 |
|
|
2024
Q1 | $2.32M | Buy |
11,586
+180
| +2% | +$36.1K | 0.65% | 33 |
|
|
2023
Q4 | $1.94M | Buy |
11,406
+305
| +3% | +$51.9K | 0.61% | 33 |
|
|
2023
Q3 | $1.54M | Buy |
11,101
+994
| +10% | +$138K | 0.55% | 36 |
|
|
2023
Q2 | $1.47M | Buy |
10,107
+1,390
| +16% | +$202K | 0.54% | 37 |
|
|
2023
Q1 | $1.14M | Buy |
8,717
+2,262
| +35% | +$295K | 0.46% | 42 |
|
|
2022
Q4 | $866K | Buy |
6,455
+1,636
| +34% | +$219K | 0.41% | 51 |
|
|
2022
Q3 | $504K | Buy |
+4,819
| New | +$504K | 0.34% | 62 |
|
|
2021
Q3 | – | Sell |
-1,113
| Closed | -$1.73M | – | 162 |
|
|
2021
Q2 | $1.73M | Buy |
+1,113
| New | +$1.73M | 0.14% | 87 |
|
|
2020
Q1 | – | Sell |
-1,644
| Closed | -$229K | – | 76 |
|
|
2019
Q4 | $229K | Buy |
+1,644
| New | +$229K | 0.2% | 73 |
|