Fusion 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 | $11.6M | Buy |
39,953
+108
| +0.3% | +$31.3K | 3.96% | 6 |
|
|
2025
Q1 | $9.77M | Sell |
39,845
-443
| -1% | -$109K | 3.72% | 6 |
|
|
2024
Q4 | $9.66M | Buy |
40,288
+204
| +0.5% | +$48.9K | 3.89% | 6 |
|
|
2024
Q3 | $8.45M | Sell |
40,084
-50
| -0.1% | -$10.5K | 3.63% | 7 |
|
|
2024
Q2 | $8.12M | Sell |
40,134
-811
| -2% | -$164K | 3.7% | 7 |
|
|
2024
Q1 | $8.2M | Sell |
40,945
-799
| -2% | -$160K | 3.75% | 8 |
|
|
2023
Q4 | $7.1M | Buy |
41,744
+653
| +2% | +$111K | 3.64% | 9 |
|
|
2023
Q3 | $5.96M | Buy |
41,091
+1,391
| +4% | +$202K | 3.36% | 11 |
|
|
2023
Q2 | $5.77M | Buy |
39,700
+742
| +2% | +$108K | 3.23% | 11 |
|
|
2023
Q1 | $5.08M | Sell |
38,958
-315
| -0.8% | -$41K | 2.9% | 15 |
|
|
2022
Q4 | $5.27M | Buy |
39,273
+1,100
| +3% | +$148K | 3.1% | 14 |
|
|
2022
Q3 | $3.99M | Buy |
38,173
+329
| +0.9% | +$34.4K | 2.6% | 16 |
|
|
2022
Q2 | $4.26M | Buy |
+37,844
| New | +$4.26M | 2.63% | 15 |
|
|
2022
Q1 | – | Sell |
-33,167
| Closed | -$5.25M | – | 16 |
|
|
2021
Q4 | $5.25M | Buy |
33,167
+1,536
| +5% | +$243K | 2.67% | 14 |
|
|
2021
Q3 | $5.18M | Buy |
31,631
+1,497
| +5% | +$245K | 3.07% | 9 |
|
|
2021
Q2 | $4.69M | Buy |
30,134
+926
| +3% | +$144K | 2.82% | 13 |
|
|
2021
Q1 | $4.45M | Buy |
29,208
+307
| +1% | +$46.7K | 2.89% | 10 |
|
|
2020
Q4 | $3.67M | Buy |
28,901
+2,050
| +8% | +$260K | 2.64% | 14 |
|
|
2020
Q3 | $2.59M | Buy |
26,851
+1,123
| +4% | +$108K | 2.25% | 20 |
|
|
2020
Q2 | $2.42M | Buy |
25,728
+2,288
| +10% | +$215K | 2.32% | 21 |
|
|
2020
Q1 | $2.11M | Buy |
23,440
+490
| +2% | +$44.1K | 2.52% | 17 |
|
|
2019
Q4 | $3.2M | Buy |
+22,950
| New | +$3.2M | 2.89% | 8 |
|