Isthmus Partners’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 | $873K | Buy |
3,013
+596
| +25% | +$173K | 0.1% | 121 |
|
|
2025
Q1 | $593K | Hold |
2,417
| – | – | 0.07% | 131 |
|
|
2024
Q4 | $579K | Hold |
2,417
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $510K | Sell |
2,417
-190
| -7% | -$40.1K | 0.06% | 134 |
|
|
2024
Q2 | $527K | Sell |
2,607
-100
| -4% | -$20.2K | 0.06% | 132 |
|
|
2024
Q1 | $542K | Sell |
2,707
-326
| -11% | -$65.3K | 0.06% | 138 |
|
|
2023
Q4 | $516K | Sell |
3,033
-15
| -0.5% | -$2.55K | 0.07% | 138 |
|
|
2023
Q3 | $442K | Buy |
3,048
+278
| +10% | +$40.3K | 0.06% | 138 |
|
|
2023
Q2 | $403K | Buy |
2,770
+29
| +1% | +$4.22K | 0.05% | 143 |
|
|
2023
Q1 | $357K | Buy |
2,741
+105
| +4% | +$13.7K | 0.05% | 142 |
|
|
2022
Q4 | $353K | Hold |
2,636
| – | – | 0.05% | 144 |
|
|
2022
Q3 | $275K | Buy |
2,636
+287
| +12% | +$29.9K | 0.05% | 146 |
|
|
2022
Q2 | $265K | Hold |
2,349
| – | – | 0.05% | 135 |
|
|
2022
Q1 | $320K | Buy |
2,349
+10
| +0.4% | +$1.36K | 0.05% | 134 |
|
|
2021
Q4 | $370K | Hold |
2,339
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $383K | Hold |
2,339
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $364K | Sell |
2,339
-100
| -4% | -$15.6K | 0.06% | 128 |
|
|
2021
Q1 | $371K | Sell |
2,439
-49
| -2% | -$7.45K | 0.07% | 124 |
|
|
2020
Q4 | $316K | Hold |
2,488
| – | – | 0.06% | 127 |
|
|
2020
Q3 | $240K | Hold |
2,488
| – | – | 0.06% | 132 |
|
|
2020
Q2 | $234K | Sell |
2,488
-50
| -2% | -$4.7K | 0.06% | 133 |
|
|
2020
Q1 | $228K | Sell |
2,538
-114
| -4% | -$10.2K | 0.07% | 125 |
|
|
2019
Q4 | $370K | Sell |
2,652
-16
| -0.6% | -$2.23K | 0.08% | 120 |
|
|
2019
Q3 | $314K | Hold |
2,668
| – | – | 0.07% | 125 |
|
|
2019
Q2 | $298K | Buy |
+2,668
| New | +$298K | 0.07% | 125 |
|
|
2019
Q1 | – | Sell |
-2,668
| Closed | -$260K | – | 163 |
|
|
2018
Q4 | $260K | Buy |
2,668
+265
| +11% | +$25.8K | 0.08% | 125 |
|
|
2018
Q3 | $271K | Hold |
2,403
| – | – | 0.07% | 115 |
|
|
2018
Q2 | $250K | Hold |
2,403
| – | – | 0.07% | 121 |
|
|
2018
Q1 | $264K | Sell |
2,403
-59
| -2% | -$6.48K | 0.07% | 119 |
|
|
2017
Q4 | $263K | Hold |
2,462
| – | – | 0.07% | 120 |
|
|
2017
Q3 | $235K | Buy |
2,462
+59
| +2% | +$5.63K | 0.07% | 124 |
|
|
2017
Q2 | $220K | Hold |
2,403
| – | – | 0.06% | 125 |
|
|
2017
Q1 | $211K | Sell |
2,403
-125
| -5% | -$11K | 0.06% | 126 |
|
|
2016
Q4 | $218K | Buy |
2,528
+1,884
| +293% | +$162K | 0.07% | 126 |
|
|
2016
Q3 | $44K | Buy |
644
+125
| +24% | +$8.54K | 0.01% | 177 |
|
|
2016
Q2 | $32K | Hold |
519
| – | – | 0.01% | 185 |
|
|
2016
Q1 | $31K | Hold |
519
| – | – | 0.01% | 186 |
|
|
2015
Q4 | $34K | Hold |
519
| – | – | 0.01% | 189 |
|
|
2015
Q3 | $32K | Hold |
519
| – | – | 0.01% | 194 |
|
|
2015
Q2 | $35K | Hold |
519
| – | – | 0.01% | 193 |
|
|
2015
Q1 | $31K | Hold |
519
| – | – | 0.01% | 198 |
|
|
2014
Q4 | $32K | Buy |
+519
| New | +$32K | 0.01% | 203 |
|