Investors Research Corp’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 | $789K | Hold |
2,722
| – | – | 0.15% | 141 |
|
|
2025
Q1 | $668K | Sell |
2,722
-1,331
| -33% | -$326K | 0.14% | 156 |
|
|
2024
Q4 | $972K | Sell |
4,053
-250
| -6% | -$59.9K | 0.21% | 103 |
|
|
2024
Q3 | $907K | Sell |
4,303
-1,305
| -23% | -$275K | 0.2% | 123 |
|
|
2024
Q2 | $1.13M | Buy |
5,608
+25
| +0.4% | +$5.06K | 0.27% | 83 |
|
|
2024
Q1 | $1.12M | Sell |
5,583
-966
| -15% | -$193K | 0.26% | 92 |
|
|
2023
Q4 | $1.11M | Sell |
6,549
-1,345
| -17% | -$229K | 0.27% | 92 |
|
|
2023
Q3 | $1.14M | Sell |
7,894
-125
| -2% | -$18.1K | 0.3% | 75 |
|
|
2023
Q2 | $1.17M | Hold |
8,019
| – | – | 0.29% | 80 |
|
|
2023
Q1 | $1.04M | Sell |
8,019
-103
| -1% | -$13.4K | 0.27% | 96 |
|
|
2022
Q4 | $1.09M | Buy |
8,122
+63
| +0.8% | +$8.45K | 0.29% | 90 |
|
|
2022
Q3 | $842K | Buy |
8,059
+822
| +11% | +$85.9K | 0.26% | 103 |
|
|
2022
Q2 | $815K | Buy |
7,237
+289
| +4% | +$32.5K | 0.25% | 110 |
|
|
2022
Q1 | $947K | Buy |
6,948
+13
| +0.2% | +$1.77K | 0.27% | 105 |
|
|
2021
Q4 | $1.1M | Hold |
6,935
| – | – | 0.33% | 83 |
|
|
2021
Q3 | $1.14M | Sell |
6,935
-5
| -0.1% | -$818 | 0.38% | 79 |
|
|
2021
Q2 | $1.08M | Hold |
6,940
| – | – | 0.37% | 85 |
|
|
2021
Q1 | $1.06M | Sell |
6,940
-1,550
| -18% | -$236K | 0.4% | 84 |
|
|
2020
Q4 | $1.08M | Buy |
8,490
+5
| +0.1% | +$635 | 0.42% | 52 |
|
|
2020
Q3 | $817K | Hold |
8,485
| – | – | 0.4% | 67 |
|
|
2020
Q2 | $798K | Buy |
8,485
+4,750
| +127% | +$447K | 0.4% | 69 |
|
|
2020
Q1 | $336K | Buy |
3,735
+13
| +0.3% | +$1.17K | 0.21% | 179 |
|
|
2019
Q4 | $519K | Hold |
3,722
| – | – | 0.24% | 142 |
|
|
2019
Q3 | $438K | Buy |
3,722
+392
| +12% | +$46.1K | 0.22% | 151 |
|
|
2019
Q2 | $372K | Hold |
3,330
| – | – | 0.19% | 160 |
|
|
2019
Q1 | $337K | Hold |
3,330
| – | – | 0.18% | 173 |
|
|
2018
Q4 | $325K | Hold |
3,330
| – | – | 0.23% | 165 |
|
|
2018
Q3 | $376K | Hold |
3,330
| – | – | 0.22% | 178 |
|
|
2018
Q2 | $347K | Buy |
3,330
+147
| +5% | +$15.3K | 0.2% | 190 |
|
|
2018
Q1 | $350K | Hold |
3,183
| – | – | 0.21% | 191 |
|
|
2017
Q4 | $340K | Buy |
+3,183
| New | +$340K | 0.21% | 188 |
|