HeadInvest LLC’s JPMorgan Chase JPM Stock Holding History

HeadInvest LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.75M	Sell	19,829 -5,893	-23%	-$1.71M	1.22%	26
2025 Q1	$6.31M	Sell	25,722 -495	-2%	-$121K	1.23%	26
2024 Q4	$6.28M	Sell	26,217 -247	-0.9%	-$59.2K	1.19%	27
2024 Q3	$5.58M	Sell	26,464 -341	-1%	-$71.9K	1.03%	31
2024 Q2	$5.42M	Sell	26,805 -1,046	-4%	-$212K	1.07%	31
2024 Q1	$5.58M	Sell	27,851 -1,271	-4%	-$255K	1.09%	30
2023 Q4	$4.95M	Sell	29,122 -1,017	-3%	-$173K	1.03%	31
2023 Q3	$4.33M	Sell	30,139 -6	-0%	-$863	0.94%	32
2023 Q2	$4.66M	Sell	30,145 -805	-3%	-$124K	1%	32
2023 Q1	$4.03M	Sell	30,950 -208	-0.7%	-$27.1K	0.88%	39
2022 Q4	$4.18M	Sell	31,158 -2,313	-7%	-$310K	0.94%	37
2022 Q3	$3.5M	Sell	33,471 -631	-2%	-$65.9K	0.84%	39
2022 Q2	$3.84M	Sell	34,102 -142	-0.4%	-$16K	0.85%	39
2022 Q1	$4.67M	Sell	34,244 -454	-1%	-$61.9K	0.89%	38
2021 Q4	$5.49M	Buy	34,698 +179	+0.5%	+$28.3K	0.97%	34
2021 Q3	$5.65M	Sell	34,519 -55	-0.2%	-$9K	1.07%	31
2021 Q2	$5.38M	Sell	34,574 -1	-0%	-$156	1.02%	35
2021 Q1	$5.26M	Buy	34,575 +257	+0.7%	+$39.1K	1.07%	34
2020 Q4	$4.36M	Buy	34,318 +3,336	+11%	+$424K	0.93%	37
2020 Q3	$2.98M	Buy	30,982 +2,127	+7%	+$205K	0.86%	37
2020 Q2	$2.71M	Buy	28,855 +944	+3%	+$88.8K	0.86%	39
2020 Q1	$2.51M	Sell	27,911 -165	-0.6%	-$14.9K	0.94%	38
2019 Q4	$3.91M	Buy	28,076 +258	+0.9%	+$36K	1.12%	35
2019 Q3	$3.27M	Sell	27,818 -1,524	-5%	-$179K	0.99%	36
2019 Q2	$3.28M	Buy	29,342 +1,230	+4%	+$137K	0.93%	38
2019 Q1	$2.85M	Sell	28,112 -26,990	-49%	-$2.73M	0.8%	40
2018 Q4	$5.38M	Buy	55,102 +27,961	+103%	+$2.73M	0.85%	38
2018 Q3	$3.06M	Buy	27,141 +1,460	+6%	+$165K	0.88%	38
2018 Q2	$2.68M	Buy	25,681 +2,906	+13%	+$303K	0.82%	40
2018 Q1	$2.51M	Buy	22,775 +325	+1%	+$35.7K	0.8%	40
2017 Q4	$2.4M	Hold	22,450	–	–	0.74%	43
2017 Q3	$2.26M	Buy	22,450 +1,300	+6%	+$131K	0.71%	45
2017 Q2	$1.93M	Buy	+21,150	New	+$1.93M	0.64%	47