Horrell Capital 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 | $159K | Hold |
547
| – | – | 0.06% | 68 |
|
2025
Q1 | $134K | Hold |
547
| – | – | 0.06% | 70 |
|
2024
Q4 | $131K | Hold |
547
| – | – | 0.04% | 96 |
|
2024
Q3 | $115K | Hold |
547
| – | – | 0.03% | 101 |
|
2024
Q2 | $111K | Sell |
547
-1
| -0.2% | -$203 | 0.03% | 100 |
|
2024
Q1 | $110K | Hold |
548
| – | – | 0.03% | 109 |
|
2023
Q4 | $93K | Hold |
548
| – | – | 0.03% | 110 |
|
2023
Q3 | $79K | Buy |
548
+1
| +0.2% | +$144 | 0.03% | 112 |
|
2023
Q2 | $80K | Hold |
547
| – | – | 0.02% | 114 |
|
2023
Q1 | $71K | Hold |
547
| – | – | 0.02% | 113 |
|
2022
Q4 | $73K | Hold |
547
| – | – | 0.02% | 113 |
|
2022
Q3 | $57K | Sell |
547
-655
| -54% | -$68.3K | 0.02% | 117 |
|
2022
Q2 | $135K | Hold |
1,202
| – | – | 0.05% | 91 |
|
2022
Q1 | $164K | Sell |
1,202
-70
| -6% | -$9.55K | 0.05% | 92 |
|
2021
Q4 | $201K | Sell |
1,272
-125
| -9% | -$19.8K | 0.06% | 87 |
|
2021
Q3 | $229K | Sell |
1,397
-100
| -7% | -$16.4K | 0.09% | 77 |
|
2021
Q2 | $233K | Hold |
1,497
| – | – | 0.09% | 76 |
|
2021
Q1 | $228K | Sell |
1,497
-150
| -9% | -$22.8K | 0.09% | 73 |
|
2020
Q4 | $209K | Hold |
1,647
| – | – | 0.09% | 71 |
|
2020
Q3 | $159K | Hold |
1,647
| – | – | 0.07% | 71 |
|
2020
Q2 | $155K | Hold |
1,647
| – | – | 0.08% | 72 |
|
2020
Q1 | $148K | Hold |
1,647
| – | – | 0.09% | 71 |
|
2019
Q4 | $230K | Hold |
1,647
| – | – | 0.11% | 73 |
|
2019
Q3 | $194K | Hold |
1,647
| – | – | 0.09% | 82 |
|
2019
Q2 | $184K | Hold |
1,647
| – | – | 0.09% | 79 |
|
2019
Q1 | $167K | Hold |
1,647
| – | – | 0.09% | 81 |
|
2018
Q4 | $161K | Hold |
1,647
| – | – | 0.09% | 84 |
|
2018
Q3 | $186K | Hold |
1,647
| – | – | 0.09% | 80 |
|
2018
Q2 | $172K | Hold |
1,647
| – | – | 0.09% | 81 |
|
2018
Q1 | $181K | Hold |
1,647
| – | – | 0.1% | 79 |
|
2017
Q4 | $176K | Hold |
1,647
| – | – | 0.09% | 82 |
|
2017
Q3 | $157K | Hold |
1,647
| – | – | 0.09% | 84 |
|
2017
Q2 | $151K | Hold |
1,647
| – | – | 0.09% | 83 |
|
2017
Q1 | $145K | Buy |
1,647
+78
| +5% | +$6.87K | 0.09% | 85 |
|
2016
Q4 | $135K | Hold |
1,569
| – | – | 0.08% | 87 |
|
2016
Q3 | $104K | Hold |
1,569
| – | – | 0.07% | 86 |
|
2016
Q2 | $97K | Hold |
1,569
| – | – | 0.06% | 87 |
|
2016
Q1 | $93K | Hold |
1,569
| – | – | 0.06% | 86 |
|
2015
Q4 | $104K | Hold |
1,569
| – | – | 0.06% | 86 |
|
2015
Q3 | $96K | Hold |
1,569
| – | – | 0.06% | 93 |
|
2015
Q2 | $106K | Hold |
1,569
| – | – | 0.06% | 99 |
|
2015
Q1 | $95K | Sell |
1,569
-477
| -23% | -$28.9K | 0.04% | 148 |
|
2014
Q4 | $128K | Hold |
2,046
| – | – | 0.06% | 127 |
|
2014
Q3 | $123K | Hold |
2,046
| – | – | 0.06% | 126 |
|
2014
Q2 | $118K | Hold |
2,046
| – | – | 0.06% | 134 |
|
2014
Q1 | $124K | Hold |
2,046
| – | – | 0.06% | 130 |
|
2013
Q4 | $8K | Hold |
2,046
| – | – | ﹤0.01% | 241 |
|
2013
Q3 | $106K | Buy |
+2,046
| New | +$106K | 0.06% | 125 |
|