Horizon Kinetics Asset Management’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 | $697K | Sell |
2,405
-510
| -17% | -$148K | 0.01% | 212 |
|
|
2025
Q1 | $715K | Sell |
2,915
-830
| -22% | -$204K | 0.01% | 207 |
|
|
2024
Q4 | $898K | Sell |
3,745
-322
| -8% | -$77.2K | 0.01% | 186 |
|
|
2024
Q3 | $858K | Hold |
4,067
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $823K | Sell |
4,067
-392
| -9% | -$79.3K | 0.01% | 178 |
|
|
2024
Q1 | $893K | Buy |
4,459
+1,924
| +76% | +$385K | 0.02% | 170 |
|
|
2023
Q4 | $431K | Sell |
2,535
-308
| -11% | -$52.4K | 0.01% | 216 |
|
|
2023
Q3 | $412K | Sell |
2,843
-175
| -6% | -$25.4K | 0.01% | 222 |
|
|
2023
Q2 | $439K | Buy |
3,018
+257
| +9% | +$37.4K | 0.01% | 227 |
|
|
2023
Q1 | $360K | Buy |
2,761
+210
| +8% | +$27.4K | 0.01% | 241 |
|
|
2022
Q4 | $342K | Hold |
2,551
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $267K | Sell |
2,551
-162
| -6% | -$17K | 0.01% | 269 |
|
|
2022
Q2 | $306K | Buy |
2,713
+37
| +1% | +$4.17K | 0.01% | 268 |
|
|
2022
Q1 | $365K | Sell |
2,676
-191
| -7% | -$26.1K | 0.01% | 266 |
|
|
2021
Q4 | $454K | Sell |
2,867
-7
| -0.2% | -$1.11K | 0.01% | 250 |
|
|
2021
Q3 | $470K | Sell |
2,874
-10
| -0.3% | -$1.64K | 0.01% | 241 |
|
|
2021
Q2 | $449K | Buy |
2,884
+997
| +53% | +$155K | 0.01% | 248 |
|
|
2021
Q1 | $287K | Sell |
1,887
-710
| -27% | -$108K | 0.01% | 289 |
|
|
2020
Q4 | $330K | Sell |
2,597
-4,408
| -63% | -$560K | 0.01% | 276 |
|
|
2020
Q3 | $674K | Sell |
7,005
-606
| -8% | -$58.3K | 0.03% | 203 |
|
|
2020
Q2 | $716K | Sell |
7,611
-1,239
| -14% | -$117K | 0.03% | 192 |
|
|
2020
Q1 | $797K | Sell |
8,850
-855
| -9% | -$77K | 0.04% | 161 |
|
|
2019
Q4 | $1.35M | Sell |
9,705
-30
| -0.3% | -$4.18K | 0.04% | 136 |
|
|
2019
Q3 | $1.15M | Sell |
9,735
-759
| -7% | -$89.3K | 0.03% | 147 |
|
|
2019
Q2 | $1.17M | Sell |
10,494
-74
| -0.7% | -$8.27K | 0.03% | 153 |
|
|
2019
Q1 | $1.07M | Buy |
+10,568
| New | +$1.07M | 0.03% | 161 |
|