Hall Capital Management’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 | $8.64M | Buy |
29,800
+170
| +0.6% | +$49.3K | 3.65% | 6 |
|
|
2025
Q1 | $7.27M | Buy |
29,630
+1,591
| +6% | +$390K | 3.37% | 7 |
|
|
2024
Q4 | $6.72M | Buy |
+28,039
| New | +$6.72M | 3.14% | 7 |
|
|
2024
Q2 | $5.82M | Buy |
28,786
+223
| +0.8% | +$45.1K | 2.78% | 7 |
|
|
2024
Q1 | $5.72M | Sell |
28,563
-350
| -1% | -$70.1K | 2.82% | 7 |
|
|
2023
Q4 | $4.92M | Buy |
28,913
+657
| +2% | +$112K | 2.89% | 6 |
|
|
2023
Q3 | $4.1M | Sell |
28,256
-302
| -1% | -$43.8K | 2.63% | 11 |
|
|
2023
Q2 | $4.15M | Buy |
28,558
+681
| +2% | +$99K | 2.35% | 13 |
|
|
2023
Q1 | $3.63M | Buy |
27,877
+1,516
| +6% | +$198K | 2.15% | 15 |
|
|
2022
Q4 | $3.54M | Sell |
26,361
-161
| -0.6% | -$21.6K | 2.12% | 16 |
|
|
2022
Q3 | $2.77M | Sell |
26,522
-561
| -2% | -$58.6K | 1.84% | 21 |
|
|
2022
Q2 | $3.05M | Sell |
27,083
-236
| -0.9% | -$26.6K | 2.01% | 20 |
|
|
2022
Q1 | $3.72M | Buy |
27,319
+310
| +1% | +$42.3K | 2.18% | 13 |
|
|
2021
Q4 | $4.28M | Sell |
27,009
-728
| -3% | -$115K | 2.42% | 9 |
|
|
2021
Q3 | $4.54M | Buy |
27,737
+384
| +1% | +$62.9K | 2.9% | 5 |
|
|
2021
Q2 | $4.25M | Buy |
+27,353
| New | +$4.25M | 2.75% | 6 |
|
|
2020
Q4 | $3.74M | Buy |
29,399
+444
| +2% | +$56.4K | 2.7% | 11 |
|
|
2020
Q3 | $2.79M | Sell |
28,955
-473
| -2% | -$45.5K | 2.21% | 15 |
|
|
2020
Q2 | $2.77M | Buy |
29,428
+1,242
| +4% | +$117K | 2.33% | 13 |
|
|
2020
Q1 | $2.54M | Sell |
28,186
-7,968
| -22% | -$717K | 2.59% | 10 |
|
|
2019
Q4 | $5.04M | Buy |
36,154
+50
| +0.1% | +$6.97K | 4.1% | 3 |
|
|
2019
Q3 | $4.25M | Sell |
36,104
-1,408
| -4% | -$166K | 3.7% | 3 |
|
|
2019
Q2 | $4.19M | Buy |
37,512
+521
| +1% | +$58.3K | 3.58% | 4 |
|
|
2019
Q1 | $3.75M | Buy |
36,991
+240
| +0.7% | +$24.3K | 3.26% | 5 |
|
|
2018
Q4 | $3.59M | Sell |
36,751
-677
| -2% | -$66.1K | 3.57% | 4 |
|
|
2018
Q3 | $4.22M | Sell |
37,428
-236
| -0.6% | -$26.6K | 3.66% | 4 |
|
|
2018
Q2 | $3.93M | Buy |
37,664
+165
| +0.4% | +$17.2K | 3.7% | 5 |
|
|
2018
Q1 | $4.12M | Buy |
37,499
+808
| +2% | +$88.9K | 3.96% | 3 |
|
|
2017
Q4 | $3.92M | Buy |
36,691
+102
| +0.3% | +$10.9K | 3.43% | 4 |
|
|
2017
Q3 | $3.5M | Sell |
36,589
-15
| -0% | -$1.43K | 3.22% | 6 |
|
|
2017
Q2 | $3.35M | Sell |
36,604
-10
| -0% | -$914 | 3.15% | 7 |
|
|
2017
Q1 | $3.22M | Buy |
36,614
+364
| +1% | +$32K | 3.05% | 8 |
|
|
2016
Q4 | $3.13M | Buy |
+36,250
| New | +$3.13M | 3.05% | 8 |
|
|
2015
Q3 | $1.56M | Buy |
25,570
+8,240
| +48% | +$502K | 1.85% | 20 |
|
|
2015
Q2 | $1.17M | Buy |
17,330
+8,885
| +105% | +$602K | 1.33% | 33 |
|
|
2015
Q1 | $511K | Buy |
8,445
+250
| +3% | +$15.1K | 0.53% | 55 |
|
|
2014
Q4 | $512K | Buy |
+8,195
| New | +$512K | 0.53% | 54 |
|