Freedom Investment Management’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
Q3 | – | Sell |
-7,147
| Closed | -$2.07M | – | 427 |
|
|
2025
Q2 | $2.07M | Sell |
7,147
-352
| -5% | -$89.8K | 0.17% | 100 |
|
|
2025
Q1 | $1.84M | Sell |
7,499
-702
| -9% | -$179K | 0.15% | 120 |
|
|
2024
Q4 | $1.97M | Sell |
8,201
-23
| -0.3% | -$5.36K | 0.16% | 107 |
|
|
2024
Q3 | $1.73M | Buy |
8,224
+557
| +7% | +$117K | 0.14% | 138 |
|
|
2024
Q2 | $1.55M | Sell |
7,667
-1,770
| -19% | -$346K | 0.13% | 150 |
|
|
2024
Q1 | $1.89M | Sell |
9,437
-1,570
| -14% | -$283K | 0.15% | 130 |
|
|
2023
Q4 | $1.87M | Sell |
11,007
-1,420
| -11% | -$215K | 0.15% | 126 |
|
|
2023
Q3 | $1.8M | Sell |
12,427
-2,680
| -18% | -$402K | 0.22% | 103 |
|
|
2023
Q2 | $2.2M | Buy |
15,107
+7,043
| +87% | +$969K | 0.25% | 86 |
|
|
2023
Q1 | $1.05M | Sell |
8,064
-1,465
| -15% | -$201K | 0.12% | 232 |
|
|
2022
Q4 | $1.28M | Sell |
9,529
-261
| -3% | -$33.1K | 0.14% | 192 |
|
|
2022
Q3 | $1.02M | Sell |
9,790
-737
| -7% | -$84.6K | 0.12% | 242 |
|
|
2022
Q2 | $1.19M | Buy |
10,527
+123
| +1% | +$15.2K | 0.13% | 231 |
|
|
2022
Q1 | $1.42M | Sell |
10,404
-3,065
| -23% | -$452K | 0.13% | 212 |
|
|
2021
Q4 | $2.13M | Sell |
13,469
-298
| -2% | -$48.9K | 0.16% | 168 |
|
|
2021
Q3 | $2.25M | Sell |
13,767
-870
| -6% | -$136K | 0.17% | 152 |
|
|
2021
Q2 | $2.28M | Buy |
14,637
+83
| +0.6% | +$13K | 0.17% | 146 |
|
|
2021
Q1 | $2.22M | Sell |
14,554
-157
| -1% | -$22.6K | 0.17% | 138 |
|
|
2020
Q4 | $1.87M | Buy |
14,711
+1,790
| +14% | +$200K | 0.21% | 109 |
|
|
2020
Q3 | $1.24M | Buy |
12,921
+2,672
| +26% | +$262K | 0.14% | 150 |
|
|
2020
Q2 | $964K | Sell |
10,249
-1,016
| -9% | -$96.4K | 0.11% | 169 |
|
|
2020
Q1 | $1.54M | Buy |
11,265
+60
| +0.5% | +$7.29K | 0.14% | 142 |
|
|
2019
Q4 | $1.56M | Sell |
11,205
-2,021
| -15% | -$259K | 0.14% | 150 |
|
|
2019
Q3 | $1.56M | Sell |
13,226
-223
| -2% | -$25.2K | 0.14% | 154 |
|
|
2019
Q2 | $1.5M | Sell |
13,449
-1,201
| -8% | -$132K | 0.13% | 163 |
|
|
2019
Q1 | $1.48M | Buy |
14,650
+5,716
| +64% | +$589K | 0.12% | 183 |
|
|
2018
Q4 | $872K | Sell |
8,934
-6,622
| -43% | -$706K | 0.07% | 288 |
|
|
2018
Q3 | $1.79M | Sell |
15,556
-805
| -5% | -$91.4K | 0.11% | 177 |
|
|
2018
Q2 | $1.71M | Sell |
16,361
-3,645
| -18% | -$400K | 0.1% | 203 |
|
|
2018
Q1 | $2.2M | Sell |
20,006
-1,120
| -5% | -$127K | 0.11% | 155 |
|
|
2017
Q4 | $2.26M | Sell |
21,126
-747
| -3% | -$75.6K | 0.12% | 133 |
|
|
2017
Q3 | $2.09M | Buy |
21,873
+390
| +2% | +$36K | 0.11% | 133 |
|
|
2017
Q2 | $1.96M | Sell |
21,483
-5,148
| -19% | -$444K | 0.11% | 125 |
|
|
2017
Q1 | $2.34M | Buy |
26,631
+4,387
| +20% | +$387K | 0.14% | 96 |
|
|
2016
Q4 | $1.92M | Buy |
22,244
+3,966
| +22% | +$302K | 0.12% | 104 |
|
|
2016
Q3 | $1.22M | Buy |
18,278
+1,806
| +11% | +$118K | 0.08% | 188 |
|
|
2016
Q2 | $1.02M | Buy |
16,472
+1,871
| +13% | +$117K | 0.07% | 213 |
|
|
2016
Q1 | $865K | Buy |
14,601
+122
| +0.8% | +$7.13K | 0.06% | 247 |
|
|
2015
Q4 | $956K | Sell |
14,479
-15,440
| -52% | -$1.01M | 0.07% | 226 |
|
|
2015
Q3 | $828K | Buy |
29,919
+19,788
| +195% | +$1.3M | 0.08% | 200 |
|
|
2015
Q2 | $686K | Buy |
10,131
+1,399
| +16% | +$91.3K | 0.07% | 252 |
|
|
2015
Q1 | $529K | Buy |
8,732
+1,103
| +14% | +$65.3K | 0.06% | 282 |
|
|
2014
Q4 | $477K | Buy |
7,629
+1,447
| +23% | +$87.1K | 0.06% | 299 |
|
|
2014
Q3 | $372K | Buy |
6,182
+460
| +8% | +$26.9K | 0.07% | 288 |
|
|
2014
Q2 | $330K | Buy |
5,722
+724
| +14% | +$40.7K | 0.06% | 316 |
|
|
2014
Q1 | $303K | Buy |
4,998
+524
| +12% | +$30.3K | 0.06% | 293 |
|
|
2013
Q4 | $262K | Buy |
4,474
+107
| +2% | +$5.86K | 0.07% | 309 |
|
|
2013
Q3 | $226K | Buy |
4,367
+568
| +15% | +$30.5K | 0.06% | 295 |
|
|
2013
Q2 | $201K | Buy |
+3,799
| New | +$193K | 0.07% | 284 |
|
Other funds holding JPM
