J.W. Burns & Co’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 | $23M | Buy |
79,318
+5,070
| +7% | +$1.47M | 2.79% | 8 |
|
|
2025
Q1 | $18.2M | Sell |
74,248
-374
| -0.5% | -$91.7K | 2.36% | 8 |
|
|
2024
Q4 | $17.9M | Sell |
74,622
-1,815
| -2% | -$435K | 2.28% | 8 |
|
|
2024
Q3 | $16.1M | Sell |
76,437
-877
| -1% | -$185K | 2.1% | 9 |
|
|
2024
Q2 | $15.6M | Sell |
77,314
-4
| -0% | -$809 | 2.11% | 9 |
|
|
2024
Q1 | $15.5M | Sell |
77,318
-2,865
| -4% | -$574K | 2.16% | 9 |
|
|
2023
Q4 | $13.6M | Sell |
80,183
-377
| -0.5% | -$64.1K | 2.02% | 10 |
|
|
2023
Q3 | $11.7M | Sell |
80,560
-825
| -1% | -$120K | 1.89% | 11 |
|
|
2023
Q2 | $11.8M | Sell |
81,385
-679
| -0.8% | -$98.8K | 1.9% | 11 |
|
|
2023
Q1 | $10.7M | Buy |
82,064
+766
| +0.9% | +$99.8K | 1.82% | 11 |
|
|
2022
Q4 | $10.9M | Sell |
81,298
-389
| -0.5% | -$52.2K | 1.99% | 11 |
|
|
2022
Q3 | $8.54M | Buy |
81,687
+168
| +0.2% | +$17.6K | 1.68% | 13 |
|
|
2022
Q2 | $9.18M | Buy |
81,519
+1,502
| +2% | +$169K | 1.74% | 14 |
|
|
2022
Q1 | $10.9M | Sell |
80,017
-1,433
| -2% | -$195K | 1.74% | 13 |
|
|
2021
Q4 | $12.9M | Buy |
81,450
+41
| +0.1% | +$6.49K | 1.87% | 11 |
|
|
2021
Q3 | $13.3M | Buy |
81,409
+2,159
| +3% | +$353K | 2.09% | 9 |
|
|
2021
Q2 | $12.3M | Buy |
79,250
+410
| +0.5% | +$63.8K | 1.94% | 10 |
|
|
2021
Q1 | $12M | Buy |
78,840
+696
| +0.9% | +$106K | 2.02% | 10 |
|
|
2020
Q4 | $9.93M | Buy |
78,144
+1,425
| +2% | +$181K | 1.77% | 15 |
|
|
2020
Q3 | $7.39M | Sell |
76,719
-134
| -0.2% | -$12.9K | 1.48% | 18 |
|
|
2020
Q2 | $7.23M | Buy |
76,853
+3,420
| +5% | +$322K | 1.6% | 17 |
|
|
2020
Q1 | $6.61M | Sell |
73,433
-21
| -0% | -$1.89K | 1.78% | 14 |
|
|
2019
Q4 | $10.2M | Buy |
73,454
+3,180
| +5% | +$443K | 2.17% | 6 |
|
|
2019
Q3 | $8.27M | Buy |
70,274
+501
| +0.7% | +$59K | 1.9% | 10 |
|
|
2019
Q2 | $7.8M | Buy |
69,773
+2,184
| +3% | +$244K | 1.8% | 13 |
|
|
2019
Q1 | $6.84M | Buy |
67,589
+1,679
| +3% | +$170K | 1.67% | 15 |
|
|
2018
Q4 | $6.43M | Sell |
65,910
-2,094
| -3% | -$204K | 1.8% | 12 |
|
|
2018
Q3 | $7.67M | Buy |
68,004
+1,651
| +2% | +$186K | 1.8% | 12 |
|
|
2018
Q2 | $6.91M | Sell |
66,353
-122
| -0.2% | -$12.7K | 1.76% | 13 |
|
|
2018
Q1 | $7.31M | Buy |
66,475
+548
| +0.8% | +$60.3K | 1.88% | 11 |
|
|
2017
Q4 | $7.05M | Sell |
65,927
-722
| -1% | -$77.2K | 1.79% | 12 |
|
|
2017
Q3 | $6.37M | Sell |
66,649
-262
| -0.4% | -$25K | 1.7% | 15 |
|
|
2017
Q2 | $6.12M | Sell |
66,911
-237
| -0.4% | -$21.7K | 1.65% | 15 |
|
|
2017
Q1 | $5.9M | Sell |
67,148
-890
| -1% | -$78.2K | 1.62% | 15 |
|
|
2016
Q4 | $5.87M | Buy |
68,038
+883
| +1% | +$76.2K | 1.72% | 13 |
|
|
2016
Q3 | $4.47M | Sell |
67,155
-24
| -0% | -$1.6K | 1.38% | 23 |
|
|
2016
Q2 | $4.18M | Buy |
67,179
+7,141
| +12% | +$444K | 1.27% | 26 |
|
|
2016
Q1 | $3.56M | Buy |
60,038
+1,081
| +2% | +$64K | 1.13% | 27 |
|
|
2015
Q4 | $3.89M | Buy |
58,957
+2,766
| +5% | +$183K | 1.24% | 26 |
|
|
2015
Q3 | $3.43M | Buy |
56,191
+1,131
| +2% | +$69K | 1.17% | 27 |
|
|
2015
Q2 | $3.73M | Buy |
55,060
+1,420
| +3% | +$96.2K | 1.22% | 24 |
|
|
2015
Q1 | $3.25M | Sell |
53,640
-991
| -2% | -$60K | 1.07% | 31 |
|
|
2014
Q4 | $3.42M | Sell |
54,631
-999
| -2% | -$62.5K | 1.12% | 28 |
|
|
2014
Q3 | $3.35M | Sell |
55,630
-3,144
| -5% | -$189K | 1.13% | 30 |
|
|
2014
Q2 | $3.39M | Buy |
58,774
+3,762
| +7% | +$217K | 1.13% | 27 |
|
|
2014
Q1 | $3.34M | Buy |
55,012
+571
| +1% | +$34.7K | 1.18% | 22 |
|
|
2013
Q4 | $3.18M | Buy |
54,441
+981
| +2% | +$57.4K | 1.11% | 24 |
|
|
2013
Q3 | $2.76M | Buy |
53,460
+4,620
| +9% | +$239K | 1.06% | 27 |
|
|
2013
Q2 | $2.58M | Buy |
+48,840
| New | +$2.58M | 1.06% | 27 |
|