FC
Fulcrum Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
46,858
-1,703
| -4% | -$494K | 2.87% | 11 |
|
|
2025
Q1 | $11.9M | Sell |
48,561
-2,109
| -4% | -$517K | 2.64% | 11 |
|
|
2024
Q4 | $12.1M | Sell |
50,670
-269
| -0.5% | -$64.5K | 2.54% | 9 |
|
|
2024
Q3 | $10.7M | Sell |
50,939
-914
| -2% | -$193K | 2.34% | 12 |
|
|
2024
Q2 | $10.5M | Sell |
51,853
-1,036
| -2% | -$210K | 2.39% | 12 |
|
|
2024
Q1 | $10.6M | Sell |
52,889
-1,041
| -2% | -$209K | 2.51% | 12 |
|
|
2023
Q4 | $9.17M | Sell |
53,930
-2,985
| -5% | -$508K | 2.37% | 10 |
|
|
2023
Q3 | $8.25M | Sell |
56,915
-806
| -1% | -$117K | 2.4% | 11 |
|
|
2023
Q2 | $8.39M | Sell |
57,721
-1,931
| -3% | -$281K | 2.21% | 14 |
|
|
2023
Q1 | $7.77M | Buy |
59,652
+116
| +0.2% | +$15.1K | 2.09% | 16 |
|
|
2022
Q4 | $7.98M | Buy |
59,536
+417
| +0.7% | +$55.9K | 2.31% | 12 |
|
|
2022
Q3 | $6.18M | Sell |
59,119
-550
| -0.9% | -$57.5K | 1.84% | 24 |
|
|
2022
Q2 | $6.72M | Buy |
59,669
+3,330
| +6% | +$375K | 2.11% | 18 |
|
|
2022
Q1 | $7.68M | Buy |
56,339
+825
| +1% | +$112K | 2.06% | 20 |
|
|
2021
Q4 | $8.79M | Buy |
55,514
+1,350
| +2% | +$214K | 1.91% | 21 |
|
|
2021
Q3 | $8.87M | Buy |
54,164
+1,064
| +2% | +$174K | 2.12% | 19 |
|
|
2021
Q2 | $8.26M | Buy |
53,100
+1,976
| +4% | +$307K | 2.07% | 20 |
|
|
2021
Q1 | $7.78M | Sell |
51,124
-7,442
| -13% | -$1.13M | 2.23% | 15 |
|
|
2020
Q4 | $7.44M | Buy |
58,566
+3,942
| +7% | +$501K | 2.23% | 16 |
|
|
2020
Q3 | $5.26M | Sell |
54,624
-8,581
| -14% | -$826K | 1.9% | 28 |
|
|
2020
Q2 | $5.95M | Sell |
63,205
-2,264
| -3% | -$213K | 2.25% | 23 |
|
|
2020
Q1 | $5.89M | Sell |
65,469
-1,061
| -2% | -$95.5K | 2.68% | 14 |
|
|
2019
Q4 | $9.27M | Sell |
66,530
-927
| -1% | -$129K | 2.87% | 7 |
|
|
2019
Q3 | $7.94M | Buy |
67,457
+3,730
| +6% | +$439K | 2.71% | 9 |
|
|
2019
Q2 | $7.13M | Buy |
63,727
+1,042
| +2% | +$117K | 2.61% | 12 |
|
|
2019
Q1 | $6.35M | Buy |
62,685
+1,862
| +3% | +$189K | 2.4% | 16 |
|
|
2018
Q4 | $5.94M | Buy |
60,823
+4,237
| +7% | +$414K | 2.68% | 12 |
|
|
2018
Q3 | $6.39M | Buy |
56,586
+2,451
| +5% | +$277K | 2.49% | 14 |
|
|
2018
Q2 | $5.64M | Buy |
54,135
+5,909
| +12% | +$616K | 2.69% | 15 |
|
|
2018
Q1 | $5.3M | Buy |
48,226
+43,070
| +835% | +$4.74M | 1.73% | 22 |
|
|
2017
Q4 | $551K | Buy |
+5,156
| New | +$551K | 0.18% | 49 |
|