Financial Management Professionals’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 | $3.26M | Buy |
11,239
+123
| +1% | +$35.7K | 0.37% | 30 |
|
|
2025
Q1 | $2.73M | Buy |
11,116
+67
| +0.6% | +$16.4K | 0.35% | 30 |
|
|
2024
Q4 | $2.65M | Buy |
11,049
+350
| +3% | +$83.9K | 0.33% | 40 |
|
|
2024
Q3 | $2.26M | Buy |
10,699
+32
| +0.3% | +$6.75K | 0.28% | 44 |
|
|
2024
Q2 | $2.16M | Buy |
10,667
+122
| +1% | +$24.7K | 0.3% | 39 |
|
|
2024
Q1 | $2.11M | Sell |
10,545
-176
| -2% | -$35.3K | 0.31% | 42 |
|
|
2023
Q4 | $1.82M | Buy |
10,721
+341
| +3% | +$58K | 0.3% | 44 |
|
|
2023
Q3 | $1.51M | Sell |
10,380
-1,136
| -10% | -$165K | 0.26% | 42 |
|
|
2023
Q2 | $1.68M | Buy |
11,516
+254
| +2% | +$36.9K | 0.28% | 43 |
|
|
2023
Q1 | $1.47M | Buy |
11,262
+907
| +9% | +$118K | 0.28% | 40 |
|
|
2022
Q4 | $1.39M | Buy |
10,355
+420
| +4% | +$56.3K | 0.28% | 38 |
|
|
2022
Q3 | $1.04M | Sell |
9,935
-1,075
| -10% | -$112K | 0.24% | 39 |
|
|
2022
Q2 | $1.24M | Buy |
11,010
+1,392
| +14% | +$157K | 0.3% | 38 |
|
|
2022
Q1 | $1.31M | Buy |
9,618
+523
| +6% | +$71.3K | 0.28% | 38 |
|
|
2021
Q4 | $1.44M | Sell |
9,095
-45
| -0.5% | -$7.13K | 0.31% | 41 |
|
|
2021
Q3 | $1.5M | Buy |
9,140
+264
| +3% | +$43.2K | 0.35% | 36 |
|
|
2021
Q2 | $1.38M | Buy |
8,876
+5,372
| +153% | +$836K | 0.36% | 33 |
|
|
2021
Q1 | $533K | Buy |
3,504
+232
| +7% | +$35.3K | 0.14% | 40 |
|
|
2020
Q4 | $416K | Sell |
3,272
-1,200
| -27% | -$153K | 0.12% | 43 |
|
|
2020
Q3 | $431K | Buy |
4,472
+423
| +10% | +$40.8K | 0.15% | 34 |
|
|
2020
Q2 | $381K | Buy |
4,049
+1,594
| +65% | +$150K | 0.13% | 35 |
|
|
2020
Q1 | $221K | Sell |
2,455
-50
| -2% | -$4.5K | 0.09% | 43 |
|
|
2019
Q4 | $349K | Buy |
2,505
+119
| +5% | +$16.6K | 0.12% | 36 |
|
|
2019
Q3 | $281K | Hold |
2,386
| – | – | 0.1% | 42 |
|
|
2019
Q2 | $267K | Hold |
2,386
| – | – | 0.1% | 36 |
|
|
2019
Q1 | $242K | Hold |
2,386
| – | – | 0.1% | 39 |
|
|
2018
Q4 | $233K | Hold |
2,386
| – | – | 0.15% | 32 |
|
|
2018
Q3 | $269K | Hold |
2,386
| – | – | 0.1% | 36 |
|
|
2018
Q2 | $249K | Hold |
2,386
| – | – | 0.1% | 38 |
|
|
2018
Q1 | $262K | Sell |
2,386
-10
| -0.4% | -$1.1K | 0.14% | 35 |
|
|
2017
Q4 | $255K | Sell |
2,396
-191
| -7% | -$20.3K | 0.11% | 34 |
|
|
2017
Q3 | $247K | Sell |
2,587
-150
| -5% | -$14.3K | 0.11% | 34 |
|
|
2017
Q2 | $250K | Hold |
2,737
| – | – | 0.11% | 38 |
|
|
2017
Q1 | $240K | Buy |
2,737
+150
| +6% | +$13.2K | 0.12% | 37 |
|
|
2016
Q4 | $223K | Sell |
2,587
-529
| -17% | -$45.6K | 0.12% | 39 |
|
|
2016
Q3 | $207K | Sell |
3,116
-363
| -10% | -$24.1K | 0.11% | 39 |
|
|
2016
Q2 | $215K | Buy |
3,479
+363
| +12% | +$22.4K | 0.11% | 39 |
|
|
2016
Q1 | $185K | Hold |
3,116
| – | – | 0.1% | 42 |
|
|
2015
Q4 | $205K | Sell |
3,116
-180
| -5% | -$11.8K | 0.11% | 41 |
|
|
2015
Q3 | $201K | Hold |
3,296
| – | – | 0.14% | 37 |
|
|
2015
Q2 | $223K | Sell |
3,296
-319
| -9% | -$21.6K | 0.1% | 37 |
|
|
2015
Q1 | $219K | Hold |
3,615
| – | – | 0.1% | 34 |
|
|
2014
Q4 | $226K | Hold |
3,615
| – | – | 0.12% | 38 |
|
|
2014
Q3 | $217K | Hold |
3,615
| – | – | 0.15% | 34 |
|
|
2014
Q2 | $208K | Hold |
3,615
| – | – | 0.14% | 37 |
|
|
2014
Q1 | $219K | Hold |
3,615
| – | – | 0.15% | 37 |
|
|
2013
Q4 | $211K | Sell |
3,615
-600
| -14% | -$35K | 0.14% | 34 |
|
|
2013
Q3 | $218K | Sell |
4,215
-300
| -7% | -$15.5K | 0.14% | 33 |
|
|
2013
Q2 | $238K | Buy |
+4,515
| New | +$238K | 0.18% | 31 |
|