Hamel Associates’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 | $6.06M | Sell |
20,902
-1,125
| -5% | -$326K | 2.05% | 19 |
|
|
2025
Q1 | $5.4M | Sell |
22,027
-5,220
| -19% | -$1.28M | 1.84% | 23 |
|
|
2024
Q4 | $6.53M | Sell |
27,247
-130
| -0.5% | -$31.2K | 2.1% | 20 |
|
|
2024
Q3 | $5.77M | Sell |
27,377
-150
| -0.5% | -$31.6K | 1.76% | 24 |
|
|
2024
Q2 | $5.57M | Buy |
27,527
+13,780
| +100% | +$2.79M | 1.75% | 26 |
|
|
2024
Q1 | $2.75M | Hold |
13,747
| – | – | 0.88% | 38 |
|
|
2023
Q4 | $2.34M | Hold |
13,747
| – | – | 0.82% | 40 |
|
|
2023
Q3 | $1.99M | Sell |
13,747
-70
| -0.5% | -$10.1K | 0.73% | 42 |
|
|
2023
Q2 | $2.01M | Sell |
13,817
-660
| -5% | -$96K | 0.7% | 46 |
|
|
2023
Q1 | $1.89M | Hold |
14,477
| – | – | 0.65% | 48 |
|
|
2022
Q4 | $1.94M | Sell |
14,477
-1,577
| -10% | -$212K | 0.68% | 45 |
|
|
2022
Q3 | $1.68M | Sell |
16,054
-35,223
| -69% | -$3.68M | 0.66% | 48 |
|
|
2022
Q2 | $5.78M | Buy |
51,277
+30
| +0.1% | +$3.38K | 2.28% | 15 |
|
|
2022
Q1 | $6.99M | Buy |
51,247
+732
| +1% | +$99.8K | 2.48% | 15 |
|
|
2021
Q4 | $8M | Buy |
50,515
+165
| +0.3% | +$26.1K | 2.87% | 9 |
|
|
2021
Q3 | $8.24M | Buy |
50,350
+387
| +0.8% | +$63.4K | 3.22% | 8 |
|
|
2021
Q2 | $7.77M | Sell |
49,963
-542
| -1% | -$84.3K | 2.96% | 9 |
|
|
2021
Q1 | $7.69M | Sell |
50,505
-280
| -0.6% | -$42.6K | 2.96% | 9 |
|
|
2020
Q4 | $6.45M | Sell |
50,785
-6,730
| -12% | -$855K | 2.64% | 12 |
|
|
2020
Q3 | $5.54M | Buy |
57,515
+40
| +0.1% | +$3.85K | 2.45% | 14 |
|
|
2020
Q2 | $5.41M | Buy |
57,475
+1,700
| +3% | +$160K | 2.6% | 15 |
|
|
2020
Q1 | $5.02M | Buy |
55,775
+3,080
| +6% | +$277K | 2.65% | 14 |
|
|
2019
Q4 | $7.35M | Buy |
52,695
+200
| +0.4% | +$27.9K | 3.02% | 10 |
|
|
2019
Q3 | $6.18M | Buy |
52,495
+1,575
| +3% | +$185K | 2.64% | 12 |
|
|
2019
Q2 | $5.69M | Sell |
50,920
-230
| -0.4% | -$25.7K | 2.5% | 16 |
|
|
2019
Q1 | $5.18M | Buy |
51,150
+13,850
| +37% | +$1.4M | 2.32% | 17 |
|
|
2018
Q4 | $3.64M | Buy |
37,300
+30,400
| +441% | +$2.97M | 1.81% | 21 |
|
|
2018
Q3 | $779K | Hold |
6,900
| – | – | 0.34% | 66 |
|
|
2018
Q2 | $719K | Hold |
6,900
| – | – | 0.33% | 65 |
|
|
2018
Q1 | $759 | Buy |
6,900
+1,350
| +24% | +$149 | 0.05% | 59 |
|
|
2017
Q4 | $594K | Sell |
5,550
-775
| -12% | -$82.9K | 0.28% | 58 |
|
|
2017
Q3 | $604K | Sell |
6,325
-1,550
| -20% | -$148K | 0.29% | 56 |
|
|
2017
Q2 | $720K | Buy |
7,875
+457
| +6% | +$41.8K | 0.36% | 54 |
|
|
2017
Q1 | $652K | Hold |
7,418
| – | – | 0.33% | 55 |
|
|
2016
Q4 | $640K | Hold |
7,418
| – | – | 0.33% | 56 |
|
|
2016
Q3 | $494K | Hold |
7,418
| – | – | 0.26% | 61 |
|
|
2016
Q2 | $461K | Hold |
7,418
| – | – | 0.24% | 66 |
|
|
2016
Q1 | $439K | Buy |
7,418
+750
| +11% | +$44.4K | 0.23% | 68 |
|
|
2015
Q4 | $440K | Hold |
6,668
| – | – | 0.28% | 65 |
|
|
2015
Q3 | $407K | Buy |
6,668
+400
| +6% | +$24.4K | 0.29% | 67 |
|
|
2015
Q2 | $425K | Sell |
6,268
-550
| -8% | -$37.3K | 0.28% | 74 |
|
|
2015
Q1 | $413K | Hold |
6,818
| – | – | 0.27% | 78 |
|
|
2014
Q4 | $427K | Hold |
6,818
| – | – | 0.28% | 77 |
|
|
2014
Q3 | $411K | Hold |
6,818
| – | – | 0.27% | 80 |
|
|
2014
Q2 | $393K | Sell |
6,818
-550
| -7% | -$31.7K | 0.26% | 83 |
|
|
2014
Q1 | $447K | Buy |
7,368
+316
| +4% | +$19.2K | 0.31% | 77 |
|
|
2013
Q4 | $412K | Buy |
+7,052
| New | +$412K | 0.29% | 77 |
|