Hardy Reed’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 | $116M | Sell |
400,505
-75
| -0% | -$21.7K | 9.3% | 4 |
|
|
2025
Q1 | $98.3M | Sell |
400,580
-243
| -0.1% | -$59.6K | 8.67% | 4 |
|
|
2024
Q4 | $96.1M | Sell |
400,823
-106
| -0% | -$25.4K | 8.47% | 4 |
|
|
2024
Q3 | $84.5M | Buy |
400,929
+128
| +0% | +$27K | 7.57% | 4 |
|
|
2024
Q2 | $81.1M | Buy |
400,801
+18,252
| +5% | +$3.69M | 8.14% | 4 |
|
|
2024
Q1 | $76.6M | Sell |
382,549
-169
| -0% | -$33.9K | 9.52% | 4 |
|
|
2023
Q4 | $65.1M | Buy |
382,718
+373,783
| +4,183% | +$63.6M | 8.82% | 4 |
|
|
2023
Q3 | $1.3M | Buy |
8,935
+328
| +4% | +$47.6K | 0.23% | 30 |
|
|
2023
Q2 | $1.25M | Sell |
8,607
-157
| -2% | -$22.8K | 0.22% | 30 |
|
|
2023
Q1 | $1.14M | Sell |
8,764
-279
| -3% | -$36.4K | 0.2% | 39 |
|
|
2022
Q4 | $1.21M | Sell |
9,043
-25
| -0.3% | -$3.35K | 0.23% | 36 |
|
|
2022
Q3 | $948K | Hold |
9,068
| – | – | 0.21% | 31 |
|
|
2022
Q2 | $1.02M | Buy |
9,068
+65
| +0.7% | +$7.32K | 0.22% | 29 |
|
|
2022
Q1 | $1.23M | Buy |
9,003
+67
| +0.7% | +$9.13K | 0.23% | 25 |
|
|
2021
Q4 | $1.42M | Sell |
8,936
-188
| -2% | -$29.8K | 0.23% | 32 |
|
|
2021
Q3 | $1.49M | Sell |
9,124
-352
| -4% | -$57.6K | 0.27% | 30 |
|
|
2021
Q2 | $1.47M | Sell |
9,476
-25
| -0.3% | -$3.89K | 0.26% | 30 |
|
|
2021
Q1 | $1.45M | Sell |
9,501
-25
| -0.3% | -$3.81K | 0.28% | 29 |
|
|
2020
Q4 | $1.21M | Hold |
9,526
| – | – | 0.25% | 31 |
|
|
2020
Q3 | $917K | Buy |
9,526
+1,197
| +14% | +$115K | 0.23% | 34 |
|
|
2020
Q2 | $783K | Buy |
8,329
+93
| +1% | +$8.74K | 0.28% | 36 |
|
|
2020
Q1 | $741K | Buy |
8,236
+297
| +4% | +$26.7K | 0.34% | 31 |
|
|
2019
Q4 | $1.11M | Buy |
7,939
+132
| +2% | +$18.4K | 0.41% | 27 |
|
|
2019
Q3 | $919K | Hold |
7,807
| – | – | 0.37% | 29 |
|
|
2019
Q2 | $873K | Sell |
7,807
-63
| -0.8% | -$7.05K | 0.34% | 28 |
|
|
2019
Q1 | $797K | Buy |
7,870
+954
| +14% | +$96.6K | 0.29% | 27 |
|
|
2018
Q4 | $675K | Buy |
+6,916
| New | +$675K | 0.28% | 27 |
|