High Falls 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 | $2.01M | Buy |
6,940
+132
| +2% | +$38.3K | 0.45% | 29 |
|
|
2025
Q1 | $1.67M | Buy |
6,808
+64
| +0.9% | +$15.7K | 0.39% | 31 |
|
|
2024
Q4 | $1.62M | Buy |
6,744
+356
| +6% | +$85.3K | 0.37% | 31 |
|
|
2024
Q3 | $1.35M | Buy |
6,388
+277
| +5% | +$58.4K | 0.31% | 35 |
|
|
2024
Q2 | $1.24M | Buy |
6,111
+368
| +6% | +$74.4K | 0.3% | 35 |
|
|
2024
Q1 | $1.15M | Buy |
5,743
+165
| +3% | +$33K | 0.29% | 35 |
|
|
2023
Q4 | $949K | Buy |
5,578
+18
| +0.3% | +$3.06K | 0.25% | 38 |
|
|
2023
Q3 | $806K | Buy |
5,560
+103
| +2% | +$14.9K | 0.24% | 36 |
|
|
2023
Q2 | $794K | Buy |
5,457
+17
| +0.3% | +$2.47K | 0.23% | 35 |
|
|
2023
Q1 | $709K | Buy |
5,440
+90
| +2% | +$11.7K | 0.21% | 39 |
|
|
2022
Q4 | $717K | Sell |
5,350
-1,982
| -27% | -$266K | 0.22% | 39 |
|
|
2022
Q3 | $766K | Sell |
7,332
-180
| -2% | -$18.8K | 0.25% | 38 |
|
|
2022
Q2 | $846K | Buy |
7,512
+19
| +0.3% | +$2.14K | 0.26% | 40 |
|
|
2022
Q1 | $1.02M | Buy |
7,493
+45
| +0.6% | +$6.13K | 0.27% | 36 |
|
|
2021
Q4 | $1.18M | Sell |
7,448
-87
| -1% | -$13.8K | 0.3% | 34 |
|
|
2021
Q3 | $1.23M | Sell |
7,535
-13
| -0.2% | -$2.13K | 0.33% | 33 |
|
|
2021
Q2 | $1.17M | Buy |
7,548
+13
| +0.2% | +$2.02K | 0.32% | 34 |
|
|
2021
Q1 | $1.15M | Buy |
7,535
+15
| +0.2% | +$2.28K | 0.33% | 37 |
|
|
2020
Q4 | $956K | Buy |
+7,520
| New | +$956K | 0.28% | 40 |
|
|
2020
Q3 | – | Sell |
-7,256
| Closed | -$683K | – | 66 |
|
|
2020
Q2 | $683K | Sell |
7,256
-283
| -4% | -$26.6K | 0.25% | 47 |
|
|
2020
Q1 | $679K | Buy |
7,539
+163
| +2% | +$14.7K | 0.27% | 37 |
|
|
2019
Q4 | $1.03M | Sell |
7,376
-23
| -0.3% | -$3.21K | 0.29% | 37 |
|
|
2019
Q3 | $871K | Sell |
7,399
-2,235
| -23% | -$263K | 0.27% | 42 |
|
|
2019
Q2 | $1.08M | Buy |
9,634
+235
| +3% | +$26.3K | 0.35% | 32 |
|
|
2019
Q1 | $951K | Buy |
9,399
+31
| +0.3% | +$3.14K | 0.33% | 34 |
|
|
2018
Q4 | $915K | Sell |
9,368
-385
| -4% | -$37.6K | 0.35% | 25 |
|
|
2018
Q3 | $1.1M | Sell |
9,753
-1,017
| -9% | -$115K | 0.37% | 24 |
|
|
2018
Q2 | $1.12M | Sell |
10,770
-85
| -0.8% | -$8.86K | 0.39% | 26 |
|
|
2018
Q1 | $1.19M | Buy |
10,855
+120
| +1% | +$13.2K | 0.43% | 24 |
|
|
2017
Q4 | $1.15M | Sell |
10,735
-290
| -3% | -$31K | 0.41% | 24 |
|
|
2017
Q3 | $1.05M | Buy |
11,025
+247
| +2% | +$23.6K | 0.4% | 23 |
|
|
2017
Q2 | $985K | Buy |
10,778
+188
| +2% | +$17.2K | 0.39% | 27 |
|
|
2017
Q1 | $930K | Sell |
10,590
-2,446
| -19% | -$215K | 0.4% | 29 |
|
|
2016
Q4 | $1.13M | Sell |
13,036
-1,240
| -9% | -$107K | 0.52% | 23 |
|
|
2016
Q3 | $951K | Buy |
14,276
+6,201
| +77% | +$413K | 0.35% | 26 |
|
|
2016
Q2 | $533K | Sell |
8,075
-23
| -0.3% | -$1.52K | 0.15% | 54 |
|
|
2016
Q1 | $480K | Buy |
8,098
+23
| +0.3% | +$1.36K | 0.17% | 55 |
|
|
2015
Q4 | $533K | Buy |
+8,075
| New | +$533K | 0.15% | 54 |
|