Financial Management Network’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 | $2.59M | Buy |
8,734
+1,145
| +15% | +$339K | 0.46% | 52 |
|
|
2025
Q1 | $1.63M | Buy |
7,589
+367
| +5% | +$78.7K | 0.37% | 59 |
|
|
2024
Q4 | $1.76M | Sell |
7,222
-33
| -0.5% | -$8.03K | 0.37% | 53 |
|
|
2024
Q3 | $1.53M | Buy |
7,255
+27
| +0.4% | +$5.7K | 0.32% | 61 |
|
|
2024
Q2 | $1.48M | Buy |
7,228
+79
| +1% | +$16.2K | 0.36% | 54 |
|
|
2024
Q1 | $1.4M | Sell |
7,149
-374
| -5% | -$73.2K | 0.35% | 55 |
|
|
2023
Q4 | $1.3M | Buy |
7,523
+61
| +0.8% | +$10.5K | 0.38% | 47 |
|
|
2023
Q3 | $1.07M | Buy |
7,462
+22
| +0.3% | +$3.15K | 0.35% | 51 |
|
|
2023
Q2 | $1.09M | Buy |
7,440
+5
| +0.1% | +$733 | 0.38% | 48 |
|
|
2023
Q1 | $955K | Sell |
7,435
-456
| -6% | -$58.6K | 0.38% | 51 |
|
|
2022
Q4 | $1.08M | Sell |
7,891
-193
| -2% | -$26.3K | 0.48% | 45 |
|
|
2022
Q3 | $912K | Buy |
8,084
+645
| +9% | +$72.8K | 0.45% | 52 |
|
|
2022
Q2 | $848K | Buy |
7,439
+1,633
| +28% | +$186K | 0.45% | 53 |
|
|
2022
Q1 | $789K | Buy |
5,806
+597
| +11% | +$81.1K | 0.4% | 48 |
|
|
2021
Q4 | $874K | Buy |
5,209
+5
| +0.1% | +$839 | 0.4% | 55 |
|
|
2021
Q3 | $869K | Buy |
5,204
+5
| +0.1% | +$835 | 0.44% | 52 |
|
|
2021
Q2 | $811K | Hold |
5,199
| – | – | 0.41% | 51 |
|
|
2021
Q1 | $797K | Buy |
5,199
+292
| +6% | +$44.8K | 0.41% | 53 |
|
|
2020
Q4 | $667K | Buy |
+4,907
| New | +$667K | 0.41% | 54 |
|