Horan Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,567
+735
| +15% | +$188K | 0.57% | 15 |
|
|
2025
Q1 | $1.19M | Sell |
4,832
-346
| -7% | -$88.2K | 0.45% | 15 |
|
|
2024
Q4 | $1.24M | Sell |
5,178
-128
| -2% | -$29.8K | 0.47% | 12 |
|
|
2024
Q3 | $1.12M | Buy |
5,306
+69
| +1% | +$14.5K | 0.43% | 15 |
|
|
2024
Q2 | $1.06M | Buy |
5,237
+12
| +0.2% | +$2.35K | 0.46% | 15 |
|
|
2024
Q1 | $1.05M | Sell |
5,225
-13
| -0.2% | -$2.35K | 0.49% | 13 |
|
|
2023
Q4 | $891K | Buy |
5,238
+11
| +0.2% | +$1.67K | 0.45% | 18 |
|
|
2023
Q3 | $758K | Sell |
5,227
-38
| -0.7% | -$5.7K | 0.4% | 22 |
|
|
2023
Q2 | $766K | Buy |
5,265
+1,568
| +42% | +$216K | 0.32% | 27 |
|
|
2023
Q1 | $482K | Buy |
3,697
+149
| +4% | +$20.4K | 0.25% | 42 |
|
|
2022
Q4 | $476K | Buy |
3,548
+169
| +5% | +$21.4K | 0.27% | 35 |
|
|
2022
Q3 | $353K | Buy |
3,379
+321
| +10% | +$36.8K | 0.22% | 45 |
|
|
2022
Q2 | $345K | Buy |
3,058
+244
| +9% | +$30.2K | 0.21% | 45 |
|
|
2022
Q1 | $384K | Buy |
2,814
+289
| +11% | +$42.7K | 0.23% | 35 |
|
|
2021
Q4 | $400K | Buy |
+2,525
| New | +$415K | 0.24% | 34 |
|
|
2021
Q2 | $291K | Buy |
1,870
+649
| +53% | +$102K | 0.21% | 39 |
|
|
2021
Q1 | $186K | Buy |
1,221
+473
| +63% | +$68K | 0.16% | 51 |
|
|
2020
Q4 | $95K | Buy |
748
+192
| +35% | +$21.5K | 0.08% | 84 |
|
|
2020
Q3 | $54K | Sell |
556
-21
| -4% | -$2.06K | 0.05% | 95 |
|
|
2020
Q2 | $54K | Buy |
577
+75
| +15% | +$7.12K | 0.06% | 69 |
|
|
2020
Q1 | $45K | Buy |
+502
| New | +$61K | 0.06% | 71 |
|
|
2019
Q4 | – | Sell |
-604
| Closed | -$71K | – | 141 |
|
|
2019
Q3 | $71K | Sell |
604
-61
| -9% | -$6.9K | 0.08% | 63 |
|
|
2019
Q2 | $74K | Buy |
665
+64
| +11% | +$7.06K | 0.08% | 55 |
|
|
2019
Q1 | $61K | Buy |
601
+2
| +0.3% | +$206 | 0.06% | 56 |
|
|
2018
Q4 | $60K | Buy |
599
+2
| +0.3% | +$213 | 0.07% | 52 |
|
|
2018
Q3 | $64K | Buy |
597
+1
| +0.2% | +$114 | 0.06% | 46 |
|
|
2018
Q2 | $66K | Buy |
596
+1
| +0.2% | +$110 | 0.06% | 44 |
|
|
2018
Q1 | $66K | Buy |
595
+1
| +0.2% | +$113 | 0.06% | 46 |
|
|
2017
Q4 | $67K | Buy |
594
+1
| +0.2% | +$101 | 0.06% | 48 |
|
|
2017
Q3 | $57K | Buy |
593
+1
| +0.2% | +$92 | 0.06% | 49 |
|
|
2017
Q2 | $55K | Buy |
592
+2
| +0.3% | +$173 | 0.06% | 46 |
|
|
2017
Q1 | $50K | Buy |
+590
| New | +$52.1K | 0.06% | 49 |
|
|
2016
Q4 | – | Sell |
-483
| Closed | -$33K | – | 94 |
|
|
2016
Q3 | $33K | Buy |
+483
| New | +$31.5K | 0.05% | 46 |
|
Other funds holding JPM
