INVST’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.77M | Sell |
11,307
-3,821
| -25% | -$937K | 0.38% | 57 |
|
|
2024
Q4 | $3.63M | Buy |
15,128
+95
| +0.6% | +$22.8K | 0.44% | 49 |
|
|
2024
Q3 | $3.17M | Buy |
15,033
+204
| +1% | +$43K | 0.38% | 50 |
|
|
2024
Q2 | $3.05M | Buy |
14,829
+1,614
| +12% | +$332K | 0.34% | 51 |
|
|
2024
Q1 | $2.63M | Buy |
13,215
+285
| +2% | +$56.7K | 0.31% | 53 |
|
|
2023
Q4 | $2.26M | Buy |
12,930
+145
| +1% | +$25.4K | 0.29% | 54 |
|
|
2023
Q3 | $1.85M | Buy |
12,785
+965
| +8% | +$140K | 0.27% | 56 |
|
|
2023
Q2 | $1.72M | Sell |
11,820
-214
| -2% | -$31.1K | 0.25% | 49 |
|
|
2023
Q1 | $1.65M | Buy |
12,034
+259
| +2% | +$35.5K | 0.26% | 51 |
|
|
2022
Q4 | $1.65M | Sell |
11,775
-801
| -6% | -$112K | 0.26% | 52 |
|
|
2022
Q3 | $1.32M | Buy |
12,576
+484
| +4% | +$50.8K | 0.23% | 55 |
|
|
2022
Q2 | $1.43M | Buy |
12,092
+201
| +2% | +$23.8K | 0.22% | 58 |
|
|
2022
Q1 | $1.45M | Buy |
11,891
+587
| +5% | +$71.5K | 0.24% | 58 |
|
|
2021
Q4 | $1.68M | Buy |
11,304
+248
| +2% | +$36.9K | 0.26% | 54 |
|
|
2021
Q3 | $1.81M | Buy |
11,056
+111
| +1% | +$18.2K | 0.29% | 54 |
|
|
2021
Q2 | $1.66M | Buy |
10,945
+863
| +9% | +$131K | 0.27% | 54 |
|
|
2021
Q1 | $1.55M | Buy |
10,082
+948
| +10% | +$146K | 0.27% | 52 |
|
|
2020
Q4 | $1.16M | Buy |
9,134
+2,155
| +31% | +$274K | 0.21% | 58 |
|
|
2020
Q3 | $677K | Buy |
6,979
+650
| +10% | +$63.1K | 0.16% | 71 |
|
|
2020
Q2 | $590K | Buy |
6,329
+3,561
| +129% | +$332K | 0.18% | 67 |
|
|
2020
Q1 | $234K | Buy |
2,768
+229
| +9% | +$19.4K | 0.1% | 83 |
|
|
2019
Q4 | $354K | Sell |
2,539
-138
| -5% | -$19.2K | 0.13% | 62 |
|
|
2019
Q3 | $309K | Sell |
2,677
-37
| -1% | -$4.27K | 0.14% | 63 |
|
|
2019
Q2 | $309K | Buy |
2,714
+237
| +10% | +$27K | 0.16% | 46 |
|
|
2019
Q1 | $259K | Buy |
2,477
+107
| +5% | +$11.2K | 0.13% | 49 |
|
|
2018
Q4 | $231K | Buy |
2,370
+45
| +2% | +$4.39K | 0.13% | 42 |
|
|
2018
Q3 | $264K | Sell |
2,325
-11
| -0.5% | -$1.25K | 0.13% | 40 |
|
|
2018
Q2 | $243K | Sell |
2,336
-61
| -3% | -$6.35K | 0.14% | 43 |
|
|
2018
Q1 | $259K | Sell |
2,397
-28
| -1% | -$3.03K | 0.17% | 37 |
|
|
2017
Q4 | $259K | Buy |
+2,425
| New | +$259K | 0.19% | 35 |
|