Forefront Analytics’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
4,984
+1,631
| +49% | +$495K | 1.33% | 13 |
|
|
2025
Q4 | $1.08M | Buy |
3,353
+16
| +0.5% | +$4.95K | 0.95% | 14 |
|
|
2025
Q3 | $1.05M | Buy |
3,337
+16
| +0.5% | +$4.76K | 1.01% | 17 |
|
|
2025
Q2 | $963K | Sell |
3,321
-39
| -1% | -$9.95K | 1.08% | 17 |
|
|
2025
Q1 | $824K | Buy |
3,360
+15
| +0.4% | +$3.82K | 0.95% | 16 |
|
|
2024
Q4 | $802K | Buy |
3,345
+64
| +2% | +$14.9K | 0.37% | 37 |
|
|
2024
Q3 | $692K | Sell |
3,281
-3,235
| -50% | -$681K | 0.33% | 39 |
|
|
2024
Q2 | $1.32M | Buy |
6,516
+3,271
| +101% | +$639K | 0.63% | 34 |
|
|
2024
Q1 | $650K | Sell |
3,245
-241
| -7% | -$43.5K | 0.32% | 41 |
|
|
2023
Q4 | $593K | Buy |
3,486
+14
| +0.4% | +$2.12K | 0.29% | 43 |
|
|
2023
Q3 | $504K | Buy |
3,472
+22
| +0.6% | +$3.3K | 0.29% | 41 |
|
|
2023
Q2 | $502K | Buy |
3,450
+36
| +1% | +$4.95K | 0.29% | 39 |
|
|
2023
Q1 | $445K | Buy |
3,414
+24
| +0.7% | +$3.29K | 0.23% | 47 |
|
|
2022
Q4 | $455K | Buy |
3,390
+27
| +0.8% | +$3.42K | 0.24% | 44 |
|
|
2022
Q3 | $351K | Buy |
3,363
+29
| +0.9% | +$3.33K | 0.19% | 40 |
|
|
2022
Q2 | $375K | Buy |
3,334
+28
| +0.8% | +$3.47K | 0.18% | 40 |
|
|
2022
Q1 | $451K | Sell |
3,306
-517
| -14% | -$76.3K | 0.17% | 40 |
|
|
2021
Q4 | $605K | Buy |
3,823
+23
| +0.6% | +$3.78K | 0.2% | 38 |
|
|
2021
Q3 | $622K | Buy |
3,800
+68
| +2% | +$10.7K | 0.23% | 38 |
|
|
2021
Q2 | $581K | Buy |
3,732
+505
| +16% | +$79.3K | 0.23% | 38 |
|
|
2021
Q1 | $491K | Buy |
3,227
+22
| +0.7% | +$3.17K | 0.21% | 39 |
|
|
2020
Q4 | $407K | Buy |
3,205
+29
| +0.9% | +$3.24K | 0.18% | 41 |
|
|
2020
Q3 | $306K | Buy |
3,176
+29
| +0.9% | +$2.85K | 0.14% | 42 |
|
|
2020
Q2 | $296K | Buy |
3,147
+20
| +0.6% | +$1.9K | 0.18% | 40 |
|
|
2020
Q1 | $282K | Buy |
3,127
+22
| +0.7% | +$2.67K | 0.22% | 38 |
|
|
2019
Q4 | $433K | Buy |
3,105
+31
| +1% | +$3.98K | 0.17% | 38 |
|
|
2019
Q3 | $362K | Sell |
3,074
-1,259
| -29% | -$142K | 0.15% | 38 |
|
|
2019
Q2 | $484K | Buy |
4,333
+21
| +0.5% | +$2.31K | 0.21% | 37 |
|
|
2019
Q1 | $437K | Buy |
4,312
+1,303
| +43% | +$134K | 0.28% | 37 |
|
|
2018
Q4 | $294K | Sell |
3,009
-14
| -0.5% | -$1.49K | 0.16% | 40 |
|
|
2018
Q3 | $341K | Sell |
3,023
-398
| -12% | -$45.2K | 0.15% | 43 |
|
|
2018
Q2 | $356K | Sell |
3,421
-1,202
| -26% | -$132K | 0.17% | 44 |
|
|
2018
Q1 | $508K | Buy |
4,623
+1,242
| +37% | +$141K | 0.28% | 41 |
|
|
2017
Q4 | $362K | Buy |
+3,381
| New | +$342K | 0.22% | 44 |
|
Other funds holding JPM
VCM
VPM
