IMS 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 | $2.81M | Sell |
9,701
-104
| -1% | -$30.2K | 1.31% | 18 |
|
|
2025
Q1 | $2.41M | Sell |
9,805
-600
| -6% | -$147K | 1.21% | 21 |
|
|
2024
Q4 | $2.49M | Sell |
10,405
-40
| -0.4% | -$9.59K | 1.16% | 24 |
|
|
2024
Q3 | $2.2M | Hold |
10,445
| – | – | 0.99% | 29 |
|
|
2024
Q2 | $2.24M | Sell |
10,445
-128
| -1% | -$27.5K | 1.04% | 28 |
|
|
2024
Q1 | $2.12M | Sell |
10,573
-10
| -0.1% | -$2K | 0.98% | 29 |
|
|
2023
Q4 | $1.8M | Sell |
10,583
-96
| -0.9% | -$16.3K | 0.88% | 34 |
|
|
2023
Q3 | $1.55M | Sell |
10,679
-2,997
| -22% | -$435K | 0.92% | 31 |
|
|
2023
Q2 | $1.99M | Buy |
13,676
+2,621
| +24% | +$381K | 1.1% | 23 |
|
|
2023
Q1 | $1.44M | Buy |
11,055
+52
| +0.5% | +$6.78K | 0.86% | 32 |
|
|
2022
Q4 | $1.48M | Buy |
11,003
+147
| +1% | +$19.7K | 0.94% | 30 |
|
|
2022
Q3 | $1.13M | Buy |
10,856
+579
| +6% | +$60.5K | 0.78% | 35 |
|
|
2022
Q2 | $1.16M | Sell |
10,277
-1,432
| -12% | -$161K | 0.75% | 37 |
|
|
2022
Q1 | $1.6M | Buy |
11,709
+2,988
| +34% | +$407K | 0.84% | 32 |
|
|
2021
Q4 | $1.38M | Buy |
8,721
+2,450
| +39% | +$388K | 0.71% | 37 |
|
|
2021
Q3 | $1.03M | Sell |
6,271
-1,737
| -22% | -$284K | 0.59% | 46 |
|
|
2021
Q2 | $1.25M | Buy |
8,008
+1,994
| +33% | +$310K | 0.74% | 41 |
|
|
2021
Q1 | $916K | Sell |
6,014
-7,002
| -54% | -$1.07M | 0.58% | 48 |
|
|
2020
Q4 | $1.65M | Buy |
13,016
+183
| +1% | +$23.3K | 1.03% | 19 |
|
|
2020
Q3 | $1.24M | Buy |
12,833
+74
| +0.6% | +$7.12K | 0.89% | 22 |
|
|
2020
Q2 | $1.2M | Sell |
12,759
-1,531
| -11% | -$144K | 0.93% | 21 |
|
|
2020
Q1 | $1.29M | Buy |
14,290
+4,733
| +50% | +$426K | 1.31% | 13 |
|
|
2019
Q4 | $1.33M | Buy |
9,557
+143
| +2% | +$19.9K | 0.92% | 20 |
|
|
2019
Q3 | $1.11M | Buy |
9,414
+3,703
| +65% | +$436K | 0.84% | 25 |
|
|
2019
Q2 | $638K | Buy |
5,711
+1,452
| +34% | +$162K | 0.47% | 63 |
|
|
2019
Q1 | $431K | Buy |
4,259
+104
| +3% | +$10.5K | 0.35% | 78 |
|
|
2018
Q4 | $406K | Buy |
4,155
+2,605
| +168% | +$255K | 0.38% | 75 |
|
|
2018
Q3 | $175K | Sell |
1,550
-3,557
| -70% | -$402K | 0.12% | 116 |
|
|
2018
Q2 | $532K | Buy |
5,107
+1,461
| +40% | +$152K | 0.34% | 77 |
|
|
2018
Q1 | $390K | Hold |
3,646
| – | – | 0.24% | 95 |
|
|
2017
Q4 | $390K | Buy |
3,646
+23
| +0.6% | +$2.46K | 0.24% | 95 |
|
|
2017
Q3 | $346K | Sell |
3,623
-1,586
| -30% | -$151K | 0.22% | 103 |
|
|
2017
Q2 | $476K | Buy |
5,209
+2,109
| +68% | +$193K | 0.45% | 86 |
|
|
2017
Q1 | $272K | Buy |
3,100
+500
| +19% | +$43.9K | 0.27% | 105 |
|
|
2016
Q4 | $224K | Buy |
+2,600
| New | +$224K | 0.24% | 114 |
|
|
2015
Q3 | – | Sell |
-11,115
| Closed | -$753K | – | 140 |
|
|
2015
Q2 | $753K | Buy |
+11,115
| New | +$753K | 0.9% | 40 |
|
|
2014
Q3 | – | Sell |
-11,055
| Closed | -$637K | – | 164 |
|
|
2014
Q2 | $637K | Buy |
+11,055
| New | +$637K | 0.69% | 60 |
|
|
2013
Q3 | – | Sell |
-13,605
| Closed | -$718K | – | 148 |
|
|
2013
Q2 | $718K | Buy |
+13,605
| New | +$718K | 1.03% | 38 |
|