Herold Advisors’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 | $8.24M | Sell |
28,425
-1,971
| -6% | -$571K | 1.73% | 7 |
|
|
2025
Q1 | $7.46M | Buy |
30,396
+160
| +0.5% | +$39.3K | 1.64% | 10 |
|
|
2024
Q4 | $7.25M | Sell |
30,236
-1,191
| -4% | -$286K | 1.58% | 8 |
|
|
2024
Q3 | $6.63M | Sell |
31,427
-547
| -2% | -$115K | 1.44% | 11 |
|
|
2024
Q2 | $6.47M | Buy |
31,974
+2,464
| +8% | +$498K | 1.5% | 11 |
|
|
2024
Q1 | $5.91M | Sell |
29,510
-5,459
| -16% | -$1.09M | 1.43% | 11 |
|
|
2023
Q4 | $5.95M | Sell |
34,969
-327
| -0.9% | -$55.6K | 1.65% | 10 |
|
|
2023
Q3 | $5.12M | Buy |
35,296
+2,348
| +7% | +$340K | 1.56% | 11 |
|
|
2023
Q2 | $4.79M | Buy |
32,948
+615
| +2% | +$89.4K | 1.47% | 9 |
|
|
2023
Q1 | $4.21M | Buy |
32,333
+2,542
| +9% | +$331K | 1.46% | 10 |
|
|
2022
Q4 | $4M | Buy |
29,791
+59
| +0.2% | +$7.91K | 1.69% | 6 |
|
|
2022
Q3 | $3.11M | Buy |
29,732
+679
| +2% | +$71K | 1.49% | 7 |
|
|
2022
Q2 | $3.27M | Buy |
29,053
+1,060
| +4% | +$119K | 1.46% | 8 |
|
|
2022
Q1 | $3.82M | Buy |
27,993
+1,425
| +5% | +$194K | 1.36% | 9 |
|
|
2021
Q4 | $4.21M | Buy |
26,568
+303
| +1% | +$48K | 1.63% | 8 |
|
|
2021
Q3 | $4.3M | Buy |
+26,265
| New | +$4.3M | 1.67% | 7 |
|