Hutchinson 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 | $1.41M | Hold |
4,856
| – | – | 0.26% | 48 |
|
|
2025
Q1 | $1.19M | Sell |
4,856
-435
| -8% | -$107K | 0.23% | 48 |
|
|
2024
Q4 | $1.27M | Hold |
5,291
| – | – | 0.24% | 46 |
|
|
2024
Q3 | $1.12M | Buy |
5,291
+202
| +4% | +$42.6K | 0.21% | 48 |
|
|
2024
Q2 | $1.03M | Buy |
5,089
+2,999
| +143% | +$607K | 0.21% | 46 |
|
|
2024
Q1 | $419K | Sell |
2,090
-116
| -5% | -$23.2K | 0.08% | 57 |
|
|
2023
Q4 | $375K | Sell |
2,206
-60
| -3% | -$10.2K | 0.08% | 65 |
|
|
2023
Q3 | $329K | Buy |
2,266
+77
| +4% | +$11.2K | 0.08% | 65 |
|
|
2023
Q2 | $318K | Buy |
2,189
+3
| +0.1% | +$436 | 0.07% | 67 |
|
|
2023
Q1 | $285K | Sell |
2,186
-1,359
| -38% | -$177K | 0.07% | 62 |
|
|
2022
Q4 | $475K | Sell |
3,545
-1,632
| -32% | -$219K | 0.12% | 48 |
|
|
2022
Q3 | $541K | Buy |
5,177
+17
| +0.3% | +$1.78K | 0.15% | 49 |
|
|
2022
Q2 | $581K | Sell |
5,160
-161
| -3% | -$18.1K | 0.15% | 44 |
|
|
2022
Q1 | $725K | Buy |
5,321
+96
| +2% | +$13.1K | 0.17% | 38 |
|
|
2021
Q4 | $827K | Buy |
5,225
+39
| +0.8% | +$6.17K | 0.18% | 41 |
|
|
2021
Q3 | $849K | Hold |
5,186
| – | – | 0.21% | 37 |
|
|
2021
Q2 | $807K | Buy |
5,186
+25
| +0.5% | +$3.89K | 0.2% | 36 |
|
|
2021
Q1 | $786K | Hold |
5,161
| – | – | 0.2% | 37 |
|
|
2020
Q4 | $656K | Hold |
5,161
| – | – | 0.17% | 40 |
|
|
2020
Q3 | $497K | Hold |
5,161
| – | – | 0.15% | 45 |
|
|
2020
Q2 | $485K | Buy |
5,161
+27
| +0.5% | +$2.54K | 0.15% | 46 |
|
|
2020
Q1 | $462K | Hold |
5,134
| – | – | 0.15% | 47 |
|
|
2019
Q4 | $716K | Hold |
5,134
| – | – | 0.19% | 43 |
|
|
2019
Q3 | $604K | Sell |
5,134
-70
| -1% | -$8.24K | 0.16% | 46 |
|
|
2019
Q2 | $582K | Buy |
5,204
+654
| +14% | +$73.1K | 0.16% | 43 |
|
|
2019
Q1 | $461K | Hold |
4,550
| – | – | 0.14% | 44 |
|
|
2018
Q4 | $444K | Buy |
+4,550
| New | +$444K | 0.15% | 43 |
|