FM
Foster & Motley’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
55,962
-1,776
| -3% | -$515K | 0.94% | 20 |
|
|
2025
Q1 | $14.2M | Sell |
57,738
-3,788
| -6% | -$929K | 0.89% | 19 |
|
|
2024
Q4 | $14.7M | Buy |
61,526
+266
| +0.4% | +$63.8K | 0.96% | 17 |
|
|
2024
Q3 | $12.9M | Sell |
61,260
-1,529
| -2% | -$322K | 0.82% | 22 |
|
|
2024
Q2 | $12.7M | Sell |
62,789
-631
| -1% | -$128K | 0.87% | 20 |
|
|
2024
Q1 | $12.7M | Sell |
63,420
-12
| -0% | -$2.4K | 0.87% | 20 |
|
|
2023
Q4 | $10.8M | Sell |
63,432
-4,775
| -7% | -$812K | 0.8% | 24 |
|
|
2023
Q3 | $9.89M | Buy |
68,207
+5,608
| +9% | +$813K | 0.81% | 24 |
|
|
2023
Q2 | $9.1M | Buy |
62,599
+11,399
| +22% | +$1.66M | 0.71% | 26 |
|
|
2023
Q1 | $6.67M | Sell |
51,200
-231
| -0.4% | -$30.1K | 0.54% | 39 |
|
|
2022
Q4 | $6.9M | Sell |
51,431
-920
| -2% | -$123K | 0.59% | 38 |
|
|
2022
Q3 | $5.47M | Sell |
52,351
-7,280
| -12% | -$761K | 0.52% | 43 |
|
|
2022
Q2 | $6.72M | Sell |
59,631
-4,054
| -6% | -$457K | 0.59% | 38 |
|
|
2022
Q1 | $8.68M | Sell |
63,685
-1,013
| -2% | -$138K | 0.68% | 31 |
|
|
2021
Q4 | $10.2M | Sell |
64,698
-1,678
| -3% | -$266K | 0.8% | 30 |
|
|
2021
Q3 | $10.9M | Sell |
66,376
-6,457
| -9% | -$1.06M | 0.9% | 21 |
|
|
2021
Q2 | $11.3M | Sell |
72,833
-2,529
| -3% | -$393K | 0.95% | 20 |
|
|
2021
Q1 | $11.5M | Sell |
75,362
-6,370
| -8% | -$970K | 0.96% | 21 |
|
|
2020
Q4 | $10.4M | Sell |
81,732
-6,576
| -7% | -$836K | 1% | 21 |
|
|
2020
Q3 | $8.5M | Sell |
88,308
-2,235
| -2% | -$215K | 1% | 21 |
|
|
2020
Q2 | $8.52M | Sell |
90,543
-7,796
| -8% | -$733K | 1.07% | 19 |
|
|
2020
Q1 | $8.85M | Buy |
98,339
+8,239
| +9% | +$742K | 1.32% | 16 |
|
|
2019
Q4 | $12.6M | Sell |
90,100
-1,994
| -2% | -$278K | 1.57% | 12 |
|
|
2019
Q3 | $10.8M | Sell |
92,094
-623
| -0.7% | -$73.3K | 1.48% | 12 |
|
|
2019
Q2 | $10.4M | Sell |
92,717
-1,922
| -2% | -$215K | 1.45% | 15 |
|
|
2019
Q1 | $9.58M | Sell |
94,639
-3,258
| -3% | -$330K | 1.38% | 15 |
|
|
2018
Q4 | $9.56M | Buy |
97,897
+6,127
| +7% | +$598K | 1.53% | 13 |
|
|
2018
Q3 | $10.4M | Sell |
91,770
-689
| -0.7% | -$77.7K | 1.55% | 15 |
|
|
2018
Q2 | $9.63M | Sell |
92,459
-93
| -0.1% | -$9.69K | 1.54% | 16 |
|
|
2018
Q1 | $10.2M | Sell |
92,552
-2,871
| -3% | -$316K | 1.66% | 13 |
|
|
2017
Q4 | $10.2M | Buy |
95,423
+461
| +0.5% | +$49.3K | 1.63% | 13 |
|
|
2017
Q3 | $9.07M | Sell |
94,962
-752
| -0.8% | -$71.8K | 1.56% | 16 |
|
|
2017
Q2 | $8.75M | Buy |
95,714
+2,480
| +3% | +$227K | 1.55% | 17 |
|
|
2017
Q1 | $8.19M | Buy |
93,234
+735
| +0.8% | +$64.6K | 1.49% | 19 |
|
|
2016
Q4 | $7.98M | Sell |
92,499
-13,512
| -13% | -$1.17M | 1.53% | 17 |
|
|
2016
Q3 | $7.06M | Sell |
106,011
-3,328
| -3% | -$222K | 1.36% | 23 |
|
|
2016
Q2 | $6.79M | Buy |
109,339
+1,553
| +1% | +$96.5K | 1.34% | 26 |
|
|
2016
Q1 | $6.38M | Buy |
107,786
+1,387
| +1% | +$82.1K | 1.29% | 29 |
|
|
2015
Q4 | $7.03M | Buy |
106,399
+933
| +0.9% | +$61.6K | 1.49% | 19 |
|
|
2015
Q3 | $6.43M | Buy |
105,466
+2,358
| +2% | +$144K | 1.46% | 19 |
|
|
2015
Q2 | $6.99M | Buy |
103,108
+5,686
| +6% | +$385K | 1.53% | 18 |
|
|
2015
Q1 | $5.9M | Buy |
97,422
+15,854
| +19% | +$960K | 1.3% | 24 |
|
|
2014
Q4 | $5.11M | Buy |
81,568
+3,037
| +4% | +$190K | 1.16% | 30 |
|
|
2014
Q3 | $4.73M | Buy |
78,531
+153
| +0.2% | +$9.22K | 1.1% | 35 |
|
|
2014
Q2 | $4.52M | Sell |
78,378
-4,847
| -6% | -$279K | 1.04% | 35 |
|
|
2014
Q1 | $5.05M | Buy |
83,225
+11,420
| +16% | +$693K | 1.24% | 30 |
|
|
2013
Q4 | $4.2M | Buy |
71,805
+5,119
| +8% | +$299K | 1.06% | 38 |
|
|
2013
Q3 | $3.45M | Buy |
66,686
+45,022
| +208% | +$2.33M | 0.92% | 44 |
|
|
2013
Q2 | $1.14M | Buy |
+21,664
| New | +$1.14M | 0.32% | 79 |
|