Howard 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 | $6.01M | Sell |
20,727
-1,550
| -7% | -$449K | 0.09% | 59 |
|
|
2025
Q1 | $5.46M | Sell |
22,277
-2,800
| -11% | -$687K | 0.14% | 52 |
|
|
2024
Q4 | $6.01M | Buy |
25,077
+1,270
| +5% | +$304K | 0.09% | 53 |
|
|
2024
Q3 | $5.02M | Buy |
+23,807
| New | +$5.02M | 0.08% | 61 |
|
|
2022
Q3 | – | Sell |
-1,809
| Closed | -$204K | – | 28 |
|
|
2022
Q2 | $204K | Sell |
1,809
-349
| -16% | -$39.4K | 0.06% | 31 |
|
|
2022
Q1 | $294K | Buy |
2,158
+490
| +29% | +$66.8K | 0.07% | 30 |
|
|
2021
Q4 | $264K | Buy |
+1,668
| New | +$264K | 0.03% | 62 |
|