Investment House LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.57M | Sell |
12,147
-7,871
| -39% | -$2.39M | 0.19% | 92 |
|
|
2025
Q4 | $6.45M | Buy |
20,018
+5,037
| +34% | +$1.56M | 0.31% | 72 |
|
|
2025
Q3 | $4.73M | Buy |
14,981
+8,665
| +137% | +$2.58M | 0.22% | 83 |
|
|
2025
Q2 | $1.83M | Sell |
6,316
-376
| -6% | -$96K | 0.09% | 121 |
|
|
2025
Q1 | $1.64M | Buy |
6,692
+500
| +8% | +$127K | 0.09% | 125 |
|
|
2024
Q4 | $1.48M | Buy |
6,192
+150
| +2% | +$34.9K | 0.08% | 123 |
|
|
2024
Q3 | $1.27M | Sell |
6,042
-150
| -2% | -$31.6K | 0.07% | 135 |
|
|
2024
Q2 | $1.25M | Buy |
6,192
+841
| +16% | +$164K | 0.07% | 123 |
|
|
2024
Q1 | $1.07M | Sell |
5,351
-15,245
| -74% | -$2.75M | 0.06% | 125 |
|
|
2023
Q4 | $3.5M | Buy |
20,596
+15,245
| +285% | +$2.31M | 0.25% | 77 |
|
|
2023
Q3 | $776K | Hold |
5,351
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $778K | Sell |
5,351
-75
| -1% | -$10.3K | 0.06% | 130 |
|
|
2023
Q1 | $707K | Buy |
5,426
+241
| +5% | +$33K | 0.06% | 129 |
|
|
2022
Q4 | $695K | Buy |
5,185
+15
| +0.3% | +$1.9K | 0.07% | 113 |
|
|
2022
Q3 | $540K | Buy |
5,170
+120
| +2% | +$13.8K | 0.05% | 128 |
|
|
2022
Q2 | $569K | Sell |
5,050
-250
| -5% | -$31K | 0.05% | 121 |
|
|
2022
Q1 | $722K | Sell |
5,300
-300
| -5% | -$44.3K | 0.05% | 121 |
|
|
2021
Q4 | $887K | Sell |
5,600
-25
| -0.4% | -$4.11K | 0.06% | 117 |
|
|
2021
Q3 | $921K | Hold |
5,625
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $874K | Sell |
5,625
-150
| -3% | -$23.6K | 0.06% | 127 |
|
|
2021
Q1 | $879K | Sell |
5,775
-17,950
| -76% | -$2.58M | 0.07% | 119 |
|
|
2020
Q4 | $3.02M | Buy |
23,725
+15,155
| +177% | +$1.69M | 0.21% | 85 |
|
|
2020
Q3 | $825K | Sell |
8,570
-17,015
| -67% | -$1.67M | 0.06% | 121 |
|
|
2020
Q2 | $2.41M | Sell |
25,585
-37,410
| -59% | -$3.55M | 0.21% | 82 |
|
|
2020
Q1 | $5.67M | Sell |
62,995
-5,315
| -8% | -$646K | 0.65% | 45 |
|
|
2019
Q4 | $9.52M | Sell |
68,310
-950
| -1% | -$122K | 0.88% | 33 |
|
|
2019
Q3 | $8.15M | Buy |
69,260
+6,455
| +10% | +$730K | 0.82% | 37 |
|
|
2019
Q2 | $7.02M | Buy |
62,805
+9,871
| +19% | +$1.09M | 0.74% | 42 |
|
|
2019
Q1 | $5.36M | Buy |
52,934
+43,754
| +477% | +$4.51M | 0.58% | 55 |
|
|
2018
Q4 | $896K | Buy |
9,180
+3,370
| +58% | +$359K | 0.11% | 103 |
|
|
2018
Q3 | $656K | Buy |
5,810
+2,390
| +70% | +$271K | 0.07% | 126 |
|
|
2018
Q2 | $356K | Hold |
3,420
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $376K | Sell |
3,420
-200
| -6% | -$22.6K | 0.05% | 147 |
|
|
2017
Q4 | $387K | Hold |
3,620
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $346K | Hold |
3,620
| – | – | 0.05% | 154 |
|
|
2017
Q2 | $331K | Hold |
3,620
| – | – | 0.04% | 166 |
|
|
2017
Q1 | $318K | Hold |
3,620
| – | – | 0.04% | 165 |
|
|
2016
Q4 | $312K | Hold |
3,620
| – | – | 0.05% | 161 |
|
|
2016
Q3 | $241K | Sell |
3,620
-4,320
| -54% | -$282K | 0.04% | 174 |
|
|
2016
Q2 | $493K | Buy |
7,940
+295
| +4% | +$18.4K | 0.08% | 138 |
|
|
2016
Q1 | $453K | Buy |
+7,645
| New | +$446K | 0.07% | 137 |
|
|
2014
Q3 | – | Sell |
-3,700
| Closed | -$213K | – | 158 |
|
|
2014
Q2 | $213K | Hold |
3,700
| – | – | 0.04% | 151 |
|
|
2014
Q1 | $224K | Sell |
3,700
-650
| -15% | -$37.6K | 0.04% | 142 |
|
|
2013
Q4 | $254K | Buy |
+4,350
| New | +$238K | 0.05% | 136 |
|
Other funds holding JPM
VCM
VPM
