Homestead Advisers’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 | $209M | Sell |
721,936
-33,900
| -4% | -$9.83M | 4.96% | 1 |
|
|
2025
Q1 | $185M | Sell |
755,836
-48,200
| -6% | -$11.8M | 4.54% | 1 |
|
|
2024
Q4 | $193M | Buy |
804,036
+13,400
| +2% | +$3.21M | 4.65% | 1 |
|
|
2024
Q3 | $167M | Sell |
790,636
-18,700
| -2% | -$3.94M | 3.97% | 2 |
|
|
2024
Q2 | $164M | Sell |
809,336
-76,300
| -9% | -$15.4M | 4.03% | 1 |
|
|
2024
Q1 | $177M | Sell |
885,636
-13,500
| -2% | -$2.7M | 4.16% | 2 |
|
|
2023
Q4 | $153M | Sell |
899,136
-56,200
| -6% | -$9.56M | 3.91% | 2 |
|
|
2023
Q3 | $139M | Buy |
955,336
+15,000
| +2% | +$2.18M | 3.85% | 2 |
|
|
2023
Q2 | $137M | Buy |
940,336
+4,800
| +0.5% | +$698K | 3.63% | 3 |
|
|
2023
Q1 | $122M | Sell |
935,536
-74,300
| -7% | -$9.68M | 3.4% | 5 |
|
|
2022
Q4 | $135M | Sell |
1,009,836
-122,700
| -11% | -$16.4M | 3.61% | 2 |
|
|
2022
Q3 | $118M | Sell |
1,132,536
-32,700
| -3% | -$3.42M | 3.58% | 3 |
|
|
2022
Q2 | $131M | Buy |
1,165,236
+11,000
| +1% | +$1.24M | 3.71% | 3 |
|
|
2022
Q1 | $157M | Sell |
1,154,236
-17,900
| -2% | -$2.44M | 3.85% | 3 |
|
|
2021
Q4 | $186M | Sell |
1,172,136
-8,800
| -0.7% | -$1.39M | 4.27% | 3 |
|
|
2021
Q3 | $193M | Sell |
1,180,936
-15,600
| -1% | -$2.55M | 4.7% | 1 |
|
|
2021
Q2 | $186M | Sell |
1,196,536
-16,900
| -1% | -$2.63M | 4.3% | 3 |
|
|
2021
Q1 | $185M | Sell |
1,213,436
-62,000
| -5% | -$9.44M | 4.42% | 2 |
|
|
2020
Q4 | $162M | Sell |
1,275,436
-31,000
| -2% | -$3.94M | 4.01% | 5 |
|
|
2020
Q3 | $126M | Sell |
1,306,436
-147,800
| -10% | -$14.2M | 3.44% | 7 |
|
|
2020
Q2 | $137M | Buy |
1,454,236
+2,000
| +0.1% | +$188K | 3.51% | 9 |
|
|
2020
Q1 | $131M | Sell |
1,452,236
-317,199
| -18% | -$28.6M | 3.85% | 5 |
|
|
2019
Q4 | $247M | Sell |
1,769,435
-16,216
| -0.9% | -$2.26M | 5.14% | 1 |
|
|
2019
Q3 | $210M | Sell |
1,785,651
-63,749
| -3% | -$7.5M | 4.24% | 1 |
|
|
2019
Q2 | $207M | Hold |
1,849,400
| – | – | 3.91% | 3 |
|
|
2019
Q1 | $187M | Hold |
1,849,400
| – | – | 3.5% | 5 |
|
|
2018
Q4 | $181M | Sell |
1,849,400
-150,000
| -8% | -$14.6M | 3.51% | 5 |
|
|
2018
Q3 | $226M | Sell |
1,999,400
-150,000
| -7% | -$16.9M | 3.45% | 2 |
|
|
2018
Q2 | $224M | Sell |
2,149,400
-100,000
| -4% | -$10.4M | 3.52% | 3 |
|
|
2018
Q1 | $247M | Sell |
2,249,400
-2,000
| -0.1% | -$220K | 3.71% | 4 |
|
|
2017
Q4 | $241M | Hold |
2,251,400
| – | – | 3.44% | 2 |
|
|
2017
Q3 | $215M | Hold |
2,251,400
| – | – | 3.27% | 2 |
|
|
2017
Q2 | $206M | Hold |
2,251,400
| – | – | 3.22% | 2 |
|
|
2017
Q1 | $198M | Hold |
2,251,400
| – | – | 3.16% | 1 |
|
|
2016
Q4 | $194M | Sell |
2,251,400
-1,800
| -0.1% | -$155K | 3.06% | 1 |
|
|
2016
Q3 | $150M | Sell |
2,253,200
-5,200
| -0.2% | -$346K | 2.49% | 5 |
|
|
2016
Q2 | $140M | Hold |
2,258,400
| – | – | 2.41% | 10 |
|
|
2016
Q1 | $134M | Buy |
+2,258,400
| New | +$134M | 2.39% | 9 |
|