Hanlon Investment 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 | $797K | Sell |
2,749
-183
| -6% | -$53.1K | 0.57% | 60 |
|
|
2025
Q1 | $719K | Buy |
2,932
+67
| +2% | +$16.4K | 0.54% | 60 |
|
|
2024
Q4 | $687K | Buy |
2,865
+133
| +5% | +$31.9K | 0.19% | 84 |
|
|
2024
Q3 | $576K | Buy |
2,732
+675
| +33% | +$142K | 0.16% | 89 |
|
|
2024
Q2 | $416K | Buy |
2,057
+407
| +25% | +$82.3K | 0.12% | 102 |
|
|
2024
Q1 | $330K | Buy |
1,650
+412
| +33% | +$82.5K | 0.1% | 114 |
|
|
2023
Q4 | $211K | Sell |
1,238
-184
| -13% | -$31.3K | 0.07% | 134 |
|
|
2023
Q3 | $206K | Buy |
+1,422
| New | +$206K | 0.06% | 131 |
|
|
2021
Q3 | – | Sell |
-1,750
| Closed | -$272K | – | 136 |
|
|
2021
Q2 | $272K | Sell |
1,750
-48
| -3% | -$7.46K | 0.06% | 115 |
|
|
2021
Q1 | $274K | Buy |
1,798
+11
| +0.6% | +$1.68K | 0.06% | 113 |
|
|
2020
Q4 | $227K | Buy |
+1,787
| New | +$227K | 0.05% | 110 |
|
|
2020
Q1 | – | Sell |
-1,569
| Closed | -$219K | – | 94 |
|
|
2019
Q4 | $219K | Buy |
+1,569
| New | +$219K | 0.04% | 102 |
|
|
2019
Q3 | – | Sell |
-3,066
| Closed | -$343K | – | 113 |
|
|
2019
Q2 | $343K | Buy |
3,066
+22
| +0.7% | +$2.46K | 0.02% | 94 |
|
|
2019
Q1 | $308K | Buy |
+3,044
| New | +$308K | 0.03% | 92 |
|