Horan Capital 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
Q1 | $7.57M | Sell |
30,872
-640
| -2% | -$157K | 2.55% | 9 |
|
|
2024
Q4 | $7.55M | Sell |
31,512
-2,833
| -8% | -$679K | 2.54% | 10 |
|
|
2024
Q3 | $7.24M | Sell |
34,345
-563
| -2% | -$119K | 2.41% | 9 |
|
|
2024
Q2 | $7.06M | Sell |
34,908
-258
| -0.7% | -$52.2K | 2.48% | 9 |
|
|
2024
Q1 | $7.04M | Sell |
35,166
-318
| -0.9% | -$63.7K | 2.5% | 8 |
|
|
2023
Q4 | $6.04M | Sell |
35,484
-840
| -2% | -$143K | 2.21% | 10 |
|
|
2023
Q3 | $5.27M | Sell |
36,324
-1,196
| -3% | -$173K | 2.12% | 8 |
|
|
2023
Q2 | $5.46M | Buy |
37,520
+140
| +0.4% | +$20.4K | 2.13% | 8 |
|
|
2023
Q1 | $4.87M | Buy |
37,380
+605
| +2% | +$78.8K | 2.01% | 10 |
|
|
2022
Q4 | $4.93M | Sell |
36,775
-987
| -3% | -$132K | 2.16% | 7 |
|
|
2022
Q3 | $3.95M | Buy |
37,762
+651
| +2% | +$68K | 1.91% | 9 |
|
|
2022
Q2 | $4.18M | Buy |
37,111
+129
| +0.3% | +$14.5K | 1.94% | 10 |
|
|
2022
Q1 | $5.04M | Buy |
36,982
+3,149
| +9% | +$429K | 2.03% | 9 |
|
|
2021
Q4 | $5.36M | Buy |
33,833
+901
| +3% | +$143K | 2.12% | 9 |
|
|
2021
Q3 | $5.39M | Buy |
32,932
+1,258
| +4% | +$206K | 2.38% | 7 |
|
|
2021
Q2 | $4.93M | Sell |
31,674
-8,519
| -21% | -$1.33M | 2.22% | 8 |
|
|
2021
Q1 | $6.12M | Sell |
40,193
-239
| -0.6% | -$36.4K | 2.93% | 6 |
|
|
2020
Q4 | $5.14M | Buy |
40,432
+1,215
| +3% | +$154K | 2.66% | 6 |
|
|
2020
Q3 | $3.78M | Buy |
39,217
+858
| +2% | +$82.6K | 2.14% | 11 |
|
|
2020
Q2 | $3.61M | Buy |
38,359
+735
| +2% | +$69.1K | 2.42% | 10 |
|
|
2020
Q1 | $3.39M | Sell |
37,624
-184
| -0.5% | -$16.6K | 2.71% | 6 |
|
|
2019
Q4 | $5.27M | Sell |
37,808
-1,467
| -4% | -$204K | 3.13% | 5 |
|
|
2019
Q3 | $4.62M | Buy |
39,275
+102
| +0.3% | +$12K | 2.82% | 5 |
|
|
2019
Q2 | $4.38M | Sell |
39,173
-1,216
| -3% | -$136K | 2.95% | 5 |
|
|
2019
Q1 | $4.09M | Sell |
40,389
-4,917
| -11% | -$498K | 2.59% | 6 |
|
|
2018
Q4 | $4.42M | Buy |
45,306
+1,271
| +3% | +$124K | 2.96% | 5 |
|
|
2018
Q3 | $4.97M | Sell |
44,035
-980
| -2% | -$111K | 3.2% | 5 |
|
|
2018
Q2 | $4.69M | Buy |
45,015
+340
| +0.8% | +$35.4K | 3.01% | 5 |
|
|
2018
Q1 | $4.91M | Buy |
44,675
+731
| +2% | +$80.4K | 3.22% | 5 |
|
|
2017
Q4 | $4.7M | Sell |
43,944
-2,081
| -5% | -$223K | 3.06% | 5 |
|
|
2017
Q3 | $4.4M | Sell |
46,025
-198
| -0.4% | -$18.9K | 2.7% | 4 |
|
|
2017
Q2 | $4.23M | Buy |
46,223
+1,570
| +4% | +$144K | 2.87% | 4 |
|
|
2017
Q1 | $3.92M | Buy |
44,653
+355
| +0.8% | +$31.2K | 2.8% | 5 |
|
|
2016
Q4 | $3.82M | Buy |
44,298
+145
| +0.3% | +$12.5K | 2.85% | 4 |
|
|
2016
Q3 | $2.94M | Buy |
44,153
+125
| +0.3% | +$8.32K | 2.33% | 9 |
|
|
2016
Q2 | $2.74M | Buy |
44,028
+485
| +1% | +$30.1K | 2.22% | 10 |
|
|
2016
Q1 | $2.58M | Buy |
43,543
+816
| +2% | +$48.3K | 2% | 15 |
|
|
2015
Q4 | $2.82M | Sell |
42,727
-2
| -0% | -$132 | 2.36% | 8 |
|
|
2015
Q3 | $2.61M | Buy |
42,729
+1,725
| +4% | +$105K | 2.19% | 10 |
|
|
2015
Q2 | $2.78M | Buy |
41,004
+1,235
| +3% | +$83.7K | 2.34% | 13 |
|
|
2015
Q1 | $2.41M | Buy |
39,769
+1,288
| +3% | +$78K | 2.01% | 20 |
|
|
2014
Q4 | $2.41M | Buy |
38,481
+5,006
| +15% | +$313K | 1.99% | 14 |
|
|
2014
Q3 | $2.02M | Buy |
33,475
+3,345
| +11% | +$202K | 1.78% | 27 |
|
|
2014
Q2 | $1.74M | Buy |
30,130
+1,225
| +4% | +$70.6K | 1.59% | 29 |
|
|
2014
Q1 | $1.76M | Buy |
28,905
+1,315
| +5% | +$79.8K | 1.69% | 20 |
|
|
2013
Q4 | $1.61M | Buy |
27,590
+610
| +2% | +$35.7K | 1.65% | 22 |
|
|
2013
Q3 | $1.4M | Buy |
26,980
+3,814
| +16% | +$197K | 1.66% | 21 |
|
|
2013
Q2 | $1.22M | Buy |
+23,166
| New | +$1.22M | 1.86% | 16 |
|