Full Sail Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,564
-669
| -13% | -$194K | 0.08% | 79 |
|
|
2025
Q1 | $1.28M | Buy |
5,233
+836
| +19% | +$205K | 0.08% | 80 |
|
|
2024
Q4 | $1.05M | Buy |
4,397
+126
| +3% | +$30.2K | 0.07% | 84 |
|
|
2024
Q3 | $901K | Sell |
4,271
-981
| -19% | -$207K | 0.06% | 89 |
|
|
2024
Q2 | $1.06M | Buy |
5,252
+394
| +8% | +$79.7K | 0.07% | 86 |
|
|
2024
Q1 | $973K | Sell |
4,858
-80
| -2% | -$16K | 0.07% | 90 |
|
|
2023
Q4 | $840K | Buy |
4,938
+1,552
| +46% | +$264K | 0.06% | 95 |
|
|
2023
Q3 | $491K | Buy |
3,386
+34
| +1% | +$4.93K | 0.04% | 107 |
|
|
2023
Q2 | $488K | Buy |
3,352
+72
| +2% | +$10.5K | 0.04% | 113 |
|
|
2023
Q1 | $427K | Sell |
3,280
-132
| -4% | -$17.2K | 0.04% | 113 |
|
|
2022
Q4 | $458K | Buy |
3,412
+611
| +22% | +$81.9K | 0.04% | 109 |
|
|
2022
Q3 | $292K | Sell |
2,801
-66
| -2% | -$6.88K | 0.03% | 114 |
|
|
2022
Q2 | $323K | Sell |
2,867
-323
| -10% | -$36.4K | 0.03% | 114 |
|
|
2022
Q1 | $435K | Sell |
3,190
-589
| -16% | -$80.3K | 0.04% | 107 |
|
|
2021
Q4 | $553K | Buy |
3,779
+211
| +6% | +$30.9K | 0.05% | 98 |
|
|
2021
Q3 | $584K | Hold |
3,568
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $555K | Sell |
3,568
-166
| -4% | -$25.8K | 0.05% | 100 |
|
|
2021
Q1 | $569K | Buy |
3,734
+820
| +28% | +$125K | 0.06% | 98 |
|
|
2020
Q4 | $383K | Buy |
+2,914
| New | +$383K | 0.04% | 106 |
|
|
2020
Q3 | – | Sell |
-2,967
| Closed | -$298K | – | 145 |
|
|
2020
Q2 | $298K | Sell |
2,967
-15
| -0.5% | -$1.51K | 0.04% | 122 |
|
|
2020
Q1 | $276K | Sell |
2,982
-1,487
| -33% | -$138K | 0.05% | 126 |
|
|
2019
Q4 | $617K | Buy |
4,469
+502
| +13% | +$69.3K | 0.13% | 91 |
|
|
2019
Q3 | $509K | Buy |
3,967
+848
| +27% | +$109K | 0.12% | 98 |
|
|
2019
Q2 | $342K | Sell |
3,119
-415
| -12% | -$45.5K | 0.1% | 112 |
|
|
2019
Q1 | $358K | Sell |
3,534
-934
| -21% | -$94.6K | 0.11% | 105 |
|
|
2018
Q4 | $436K | Buy |
+4,468
| New | +$436K | 0.21% | 79 |
|