Hamilton 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 | $776K | Buy |
2,676
+152
| +6% | +$44.1K | 0.04% | 48 |
|
|
2025
Q1 | $619K | Buy |
2,524
+30
| +1% | +$7.36K | 0.04% | 52 |
|
|
2024
Q4 | $598K | Buy |
2,494
+52
| +2% | +$12.5K | 0.05% | 54 |
|
|
2024
Q3 | $542K | Buy |
2,442
+3
| +0.1% | +$666 | 0.04% | 56 |
|
|
2024
Q2 | $493K | Sell |
2,439
-1,953
| -44% | -$395K | 0.04% | 55 |
|
|
2024
Q1 | $880K | Sell |
4,392
-27
| -0.6% | -$5.41K | 0.07% | 41 |
|
|
2023
Q4 | $752K | Sell |
4,419
-198
| -4% | -$33.7K | 0.06% | 42 |
|
|
2023
Q3 | $670K | Sell |
4,617
-234
| -5% | -$33.9K | 0.05% | 47 |
|
|
2023
Q2 | $706K | Sell |
4,851
-752
| -13% | -$109K | 0.05% | 47 |
|
|
2023
Q1 | $730K | Sell |
5,603
-1,008
| -15% | -$131K | 0.05% | 35 |
|
|
2022
Q4 | $887K | Buy |
6,611
+3,138
| +90% | +$421K | 0.06% | 36 |
|
|
2022
Q3 | $363K | Sell |
3,473
-1,600
| -32% | -$167K | 0.02% | 54 |
|
|
2022
Q2 | $571K | Buy |
5,073
+701
| +16% | +$78.9K | 0.04% | 34 |
|
|
2022
Q1 | $596K | Sell |
4,372
-2,688
| -38% | -$366K | 0.04% | 34 |
|
|
2021
Q4 | $1.12M | Buy |
7,060
+4,137
| +142% | +$655K | 0.09% | 29 |
|
|
2021
Q3 | $478K | Buy |
2,923
+1,078
| +58% | +$176K | 0.04% | 36 |
|
|
2021
Q2 | $287K | Sell |
1,845
-126
| -6% | -$19.6K | 0.03% | 40 |
|
|
2021
Q1 | $300K | Buy |
+1,971
| New | +$300K | 0.03% | 34 |
|
|
2019
Q3 | – | Sell |
-10,279
| Closed | -$1.15M | – | 42 |
|
|
2019
Q2 | $1.15M | Buy |
10,279
+7,210
| +235% | +$806K | 0.4% | 18 |
|
|
2019
Q1 | $311K | Buy |
+3,069
| New | +$311K | 0.14% | 26 |
|
|
2018
Q1 | – | Sell |
-2,401
| Closed | -$257K | – | 33 |
|
|
2017
Q4 | $257K | Buy |
+2,401
| New | +$257K | 0.1% | 23 |
|