Human Investing’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 | $330K | Buy |
1,139
+3
| +0.3% | +$870 | 0.05% | 72 |
|
|
2025
Q1 | $279K | Buy |
1,136
+91
| +9% | +$22.3K | 0.05% | 75 |
|
|
2024
Q4 | $250K | Sell |
1,045
-53
| -5% | -$12.7K | 0.04% | 87 |
|
|
2024
Q3 | $232K | Buy |
+1,098
| New | +$232K | 0.04% | 92 |
|
|
2021
Q2 | – | Sell |
-388
| Closed | -$59K | – | 201 |
|
|
2021
Q1 | $59K | Hold |
388
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $49K | Hold |
388
| – | – | 0.01% | 164 |
|
|
2020
Q3 | $37K | Hold |
388
| – | – | 0.01% | 164 |
|
|
2020
Q2 | $36K | Hold |
388
| – | – | 0.01% | 165 |
|
|
2020
Q1 | $35K | Hold |
388
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $54K | Hold |
388
| – | – | 0.02% | 202 |
|
|
2019
Q3 | $46K | Hold |
388
| – | – | 0.02% | 214 |
|
|
2019
Q2 | $43K | Hold |
388
| – | – | 0.02% | 211 |
|
|
2019
Q1 | $39K | Sell |
388
-353
| -48% | -$35.5K | 0.01% | 200 |
|
|
2018
Q4 | $72K | Buy |
+741
| New | +$72K | 0.03% | 181 |
|