Guardian 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 | $3.49M | Sell |
12,036
-2,862
| -19% | -$830K | 0.12% | 95 |
|
|
2025
Q1 | $3.65M | Buy |
14,898
+2,229
| +18% | +$547K | 0.14% | 85 |
|
|
2024
Q4 | $3.04M | Sell |
12,669
-1,000
| -7% | -$240K | 0.11% | 92 |
|
|
2024
Q3 | $2.88M | Sell |
13,669
-400
| -3% | -$84.3K | 0.11% | 90 |
|
|
2024
Q2 | $2.85M | Buy |
14,069
+65
| +0.5% | +$13.1K | 0.11% | 85 |
|
|
2024
Q1 | $2.81M | Sell |
14,004
-1,876
| -12% | -$376K | 0.1% | 90 |
|
|
2023
Q4 | $2.7M | Buy |
15,880
+576
| +4% | +$98K | 0.1% | 88 |
|
|
2023
Q3 | $2.22M | Buy |
15,304
+49
| +0.3% | +$7.11K | 0.08% | 97 |
|
|
2023
Q2 | $2.22M | Hold |
15,255
| – | – | 0.07% | 99 |
|
|
2023
Q1 | $1.99M | Hold |
15,255
| – | – | 0.06% | 100 |
|
|
2022
Q4 | $2.05M | Buy |
15,255
+2,000
| +15% | +$268K | 0.07% | 95 |
|
|
2022
Q3 | $1.39M | Sell |
13,255
-1,550
| -10% | -$162K | 0.05% | 114 |
|
|
2022
Q2 | $1.67M | Buy |
14,805
+4,100
| +38% | +$462K | 0.05% | 111 |
|
|
2022
Q1 | $1.46M | Buy |
10,705
+1,400
| +15% | +$191K | 0.03% | 126 |
|
|
2021
Q4 | $1.47M | Sell |
9,305
-800
| -8% | -$127K | 0.03% | 121 |
|
|
2021
Q3 | $1.65M | Hold |
10,105
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $1.57M | Sell |
10,105
-3,900
| -28% | -$607K | 0.03% | 129 |
|
|
2021
Q1 | $2.13M | Sell |
14,005
-2,000
| -12% | -$304K | 0.04% | 107 |
|
|
2020
Q4 | $2.03M | Buy |
16,005
+400
| +3% | +$50.8K | 0.05% | 95 |
|
|
2020
Q3 | $1.5M | Sell |
15,605
-2,215
| -12% | -$213K | 0.04% | 100 |
|
|
2020
Q2 | $1.68M | Buy |
17,820
+3,941
| +28% | +$371K | 0.04% | 88 |
|
|
2020
Q1 | $1.25M | Sell |
13,879
-110,460
| -89% | -$9.95M | 0.04% | 90 |
|
|
2019
Q4 | $17.3M | Sell |
124,339
-45,828
| -27% | -$6.39M | 0.36% | 47 |
|
|
2019
Q3 | $20M | Sell |
170,167
-14,215
| -8% | -$1.67M | 0.4% | 49 |
|
|
2019
Q2 | $20.6M | Sell |
184,382
-2,950
| -2% | -$330K | 0.4% | 48 |
|
|
2019
Q1 | $19M | Sell |
187,332
-20,146
| -10% | -$2.04M | 0.35% | 50 |
|
|
2018
Q4 | $20.3M | Sell |
207,478
-13,187
| -6% | -$1.29M | 0.42% | 45 |
|
|
2018
Q3 | $24.9M | Buy |
220,665
+5,889
| +3% | +$665K | 0.42% | 45 |
|
|
2018
Q2 | $22.4M | Sell |
214,776
-12,957
| -6% | -$1.35M | 0.38% | 44 |
|
|
2018
Q1 | $25M | Sell |
227,733
-12,348
| -5% | -$1.36M | 0.43% | 45 |
|
|
2017
Q4 | $25.7M | Sell |
240,081
-5,572
| -2% | -$596K | 0.38% | 47 |
|
|
2017
Q3 | $23.5M | Sell |
245,653
-2,231
| -0.9% | -$213K | 0.35% | 45 |
|
|
2017
Q2 | $22.7M | Sell |
247,884
-4,331
| -2% | -$396K | 0.35% | 49 |
|
|
2017
Q1 | $22.2M | Sell |
252,215
-64,486
| -20% | -$5.66M | 0.34% | 50 |
|
|
2016
Q4 | $27.3M | Buy |
316,701
+106,709
| +51% | +$9.21M | 0.4% | 45 |
|
|
2016
Q3 | $14M | Sell |
209,992
-5,514
| -3% | -$367K | 0.22% | 61 |
|
|
2016
Q2 | $13.4M | Sell |
215,506
-4,313
| -2% | -$268K | 0.22% | 62 |
|
|
2016
Q1 | $13M | Sell |
219,819
-66,018
| -23% | -$3.91M | 0.22% | 65 |
|
|
2015
Q4 | $18.9M | Buy |
285,837
+8,629
| +3% | +$570K | 0.36% | 55 |
|
|
2015
Q3 | $16.9M | Buy |
277,208
+20,786
| +8% | +$1.27M | 0.32% | 50 |
|
|
2015
Q2 | $17.4M | Buy |
256,422
+111,962
| +78% | +$7.59M | 0.29% | 50 |
|
|
2015
Q1 | $8.75M | Sell |
144,460
-114,307
| -44% | -$6.92M | 0.15% | 74 |
|
|
2014
Q4 | $16.2M | Sell |
258,767
-22,047
| -8% | -$1.38M | 0.26% | 47 |
|
|
2014
Q3 | $16.9M | Buy |
280,814
+38,986
| +16% | +$2.35M | 0.25% | 46 |
|
|
2014
Q2 | $13.9M | Sell |
241,828
-6,346
| -3% | -$366K | 0.2% | 51 |
|
|
2014
Q1 | $15.1M | Buy |
248,174
+5,582
| +2% | +$339K | 0.23% | 46 |
|
|
2013
Q4 | $14.2M | Sell |
242,592
-67,681
| -22% | -$3.96M | 0.22% | 54 |
|
|
2013
Q3 | $16M | Buy |
310,273
+146,306
| +89% | +$7.56M | 0.26% | 49 |
|
|
2013
Q2 | $8.66M | Buy |
+163,967
| New | +$8.66M | 0.15% | 69 |
|