Forte Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Sell |
29,974
-391
| -1% | -$99.8K | 0.93% | 33 |
|
|
2025
Q1 | $7.45M | Sell |
30,365
-679
| -2% | -$173K | 0.88% | 34 |
|
|
2024
Q4 | $7.44M | Sell |
31,044
-849
| -3% | -$198K | 0.84% | 32 |
|
|
2024
Q3 | $6.72M | Sell |
31,893
-320
| -1% | -$67.4K | 0.76% | 36 |
|
|
2024
Q2 | $6.52M | Sell |
32,213
-321
| -1% | -$62.8K | 0.79% | 34 |
|
|
2024
Q1 | $6.52M | Sell |
32,534
-3,448
| -10% | -$622K | 0.81% | 34 |
|
|
2023
Q4 | $6.12M | Buy |
35,982
+1,234
| +4% | +$187K | 0.84% | 31 |
|
|
2023
Q3 | $5.04M | Buy |
34,748
+3,117
| +10% | +$467K | 0.78% | 33 |
|
|
2023
Q2 | $4.6M | Buy |
31,631
+1,213
| +4% | +$167K | 0.66% | 40 |
|
|
2023
Q1 | $3.96M | Buy |
30,418
+761
| +3% | +$104K | 0.61% | 40 |
|
|
2022
Q4 | $3.98M | Sell |
29,657
-2,259
| -7% | -$286K | 0.68% | 39 |
|
|
2022
Q3 | $3.33M | Sell |
31,916
-301
| -0.9% | -$34.5K | 0.6% | 43 |
|
|
2022
Q2 | $3.63M | Sell |
32,217
-1,963
| -6% | -$243K | 0.63% | 41 |
|
|
2022
Q1 | $5.41M | Sell |
34,180
-150
| -0.4% | -$22.1K | 0.68% | 37 |
|
|
2021
Q4 | $5.44M | Buy |
34,330
+1,134
| +3% | +$186K | 0.69% | 37 |
|
|
2021
Q3 | $5.43M | Buy |
33,196
+1,331
| +4% | +$209K | 0.74% | 37 |
|
|
2021
Q2 | $4.96M | Buy |
31,865
+6,759
| +27% | +$1.06M | 0.68% | 38 |
|
|
2021
Q1 | $3.82M | Buy |
25,106
+2,554
| +11% | +$367K | 0.59% | 39 |
|
|
2020
Q4 | $2.87M | Buy |
22,552
+694
| +3% | +$77.6K | 0.44% | 44 |
|
|
2020
Q3 | $2.1M | Sell |
21,858
-1,200
| -5% | -$118K | 0.39% | 48 |
|
|
2020
Q2 | $2.17M | Sell |
23,058
-135
| -0.6% | -$12.8K | 0.46% | 44 |
|
|
2020
Q1 | $2.09M | Buy |
23,193
+3,524
| +18% | +$428K | 0.72% | 40 |
|
|
2019
Q4 | $2.74M | Sell |
19,669
-335
| -2% | -$43K | 0.78% | 36 |
|
|
2019
Q3 | $2.35M | Sell |
20,004
-657
| -3% | -$74.3K | 0.73% | 41 |
|
|
2019
Q2 | $2.31M | Buy |
20,661
+1,713
| +9% | +$189K | 0.74% | 39 |
|
|
2019
Q1 | $1.92M | Buy |
18,948
+41
| +0.2% | +$4.22K | 0.69% | 45 |
|
|
2018
Q4 | $1.84M | Buy |
18,907
+2,201
| +13% | +$235K | 0.77% | 41 |
|
|
2018
Q3 | $1.89M | Buy |
16,706
+272
| +2% | +$30.9K | 0.68% | 47 |
|
|
2018
Q2 | $1.71M | Buy |
16,434
+20
| +0.1% | +$2.19K | 0.67% | 46 |
|
|
2018
Q1 | $1.8M | Buy |
16,414
+612
| +4% | +$69.3K | 0.76% | 43 |
|
|
2017
Q4 | $1.69M | Buy |
15,802
+824
| +6% | +$83.4K | 0.5% | 52 |
|
|
2017
Q3 | $1.43M | Buy |
14,978
+5
| +0% | +$461 | 0.46% | 56 |
|
|
2017
Q2 | $1.37M | Sell |
14,973
-2,356
| -14% | -$203K | 0.45% | 56 |
|
|
2017
Q1 | $1.52M | Buy |
17,329
+1,356
| +8% | +$120K | 0.52% | 51 |
|
|
2016
Q4 | $1.38M | Sell |
15,973
-465
| -3% | -$35.5K | 0.52% | 52 |
|
|
2016
Q3 | $1.09M | Sell |
16,438
-20
| -0.1% | -$1.3K | 0.42% | 60 |
|
|
2016
Q2 | $1.02M | Buy |
16,458
+1,565
| +11% | +$97.8K | 0.4% | 63 |
|
|
2016
Q1 | $882K | Buy |
14,893
+163
| +1% | +$9.52K | 0.39% | 58 |
|
|
2015
Q4 | $973K | Buy |
14,730
+100
| +0.7% | +$6.51K | 0.4% | 60 |
|
|
2015
Q3 | $892K | Buy |
14,630
+100
| +0.7% | +$6.55K | 0.41% | 59 |
|
|
2015
Q2 | $985K | Sell |
14,530
-472
| -3% | -$30.8K | 0.42% | 57 |
|
|
2015
Q1 | $915K | Buy |
15,002
+5,190
| +53% | +$307K | 0.39% | 56 |
|
|
2014
Q4 | $614K | Sell |
9,812
-175
| -2% | -$10.5K | 0.27% | 82 |
|
|
2014
Q3 | $602K | Buy |
+9,987
| New | +$584K | 0.28% | 77 |
|
Other funds holding JPM
