Jackson Grant Investment Advisers’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 | $490K | Sell |
1,692
-6
| -0.4% | -$1.74K | 0.18% | 69 |
|
|
2025
Q1 | $416K | Sell |
1,698
-256
| -13% | -$62.8K | 0.16% | 73 |
|
|
2024
Q4 | $468K | Sell |
1,954
-578
| -23% | -$139K | 0.18% | 66 |
|
|
2024
Q3 | $534K | Buy |
2,532
+9
| +0.4% | +$1.9K | 0.2% | 62 |
|
|
2024
Q2 | $510K | Sell |
2,523
-413
| -14% | -$83.5K | 0.21% | 66 |
|
|
2024
Q1 | $588K | Buy |
2,936
+12
| +0.4% | +$2.4K | 0.24% | 59 |
|
|
2023
Q4 | $497K | Buy |
2,924
+16
| +0.6% | +$2.72K | 0.22% | 64 |
|
|
2023
Q3 | $422K | Buy |
2,908
+12
| +0.4% | +$1.74K | 0.2% | 65 |
|
|
2023
Q2 | $421K | Buy |
2,896
+15
| +0.5% | +$2.18K | 0.2% | 68 |
|
|
2023
Q1 | $375K | Buy |
2,881
+216
| +8% | +$28.1K | 0.18% | 74 |
|
|
2022
Q4 | $357K | Buy |
2,665
+4
| +0.2% | +$536 | 0.17% | 74 |
|
|
2022
Q3 | $278K | Buy |
2,661
+173
| +7% | +$18.1K | 0.15% | 77 |
|
|
2022
Q2 | $280K | Buy |
2,488
+70
| +3% | +$7.88K | 0.14% | 80 |
|
|
2022
Q1 | $330K | Sell |
2,418
-96
| -4% | -$13.1K | 0.14% | 84 |
|
|
2021
Q4 | $398K | Buy |
2,514
+3
| +0.1% | +$475 | 0.2% | 62 |
|
|
2021
Q3 | $411K | Buy |
2,511
+3
| +0.1% | +$491 | 0.18% | 72 |
|
|
2021
Q2 | $390K | Buy |
2,508
+4
| +0.2% | +$622 | 0.17% | 75 |
|
|
2021
Q1 | $381K | Buy |
2,504
+22
| +0.9% | +$3.35K | 0.18% | 72 |
|
|
2020
Q4 | $315K | Buy |
2,482
+105
| +4% | +$13.3K | 0.16% | 71 |
|
|
2020
Q3 | $229K | Buy |
2,377
+5
| +0.2% | +$482 | 0.14% | 75 |
|
|
2020
Q2 | $223K | Buy |
2,372
+5
| +0.2% | +$470 | 0.14% | 76 |
|
|
2020
Q1 | $213K | Buy |
2,367
+3
| +0.1% | +$270 | 0.16% | 68 |
|
|
2019
Q4 | $330K | Sell |
2,364
-85
| -3% | -$11.9K | 0.18% | 67 |
|
|
2019
Q3 | $288K | Buy |
2,449
+4
| +0.2% | +$470 | 0.16% | 71 |
|
|
2019
Q2 | $273K | Sell |
2,445
-134
| -5% | -$15K | 0.16% | 72 |
|
|
2019
Q1 | $261K | Sell |
2,579
-927
| -26% | -$93.8K | 0.16% | 71 |
|
|
2018
Q4 | $342K | Buy |
3,506
+417
| +13% | +$40.7K | 0.24% | 54 |
|
|
2018
Q3 | $349K | Buy |
3,089
+15
| +0.5% | +$1.7K | 0.22% | 58 |
|
|
2018
Q2 | $320K | Sell |
3,074
-41
| -1% | -$4.27K | 0.22% | 56 |
|
|
2018
Q1 | $343K | Buy |
3,115
+185
| +6% | +$20.4K | 0.24% | 53 |
|
|
2017
Q4 | $313K | Sell |
2,930
-377
| -11% | -$40.3K | 0.21% | 61 |
|
|
2017
Q3 | $316K | Buy |
3,307
+18
| +0.5% | +$1.72K | 0.23% | 52 |
|
|
2017
Q2 | $301K | Buy |
3,289
+12
| +0.4% | +$1.1K | 0.23% | 49 |
|
|
2017
Q1 | $288K | Buy |
3,277
+711
| +28% | +$62.5K | 0.23% | 51 |
|
|
2016
Q4 | $221K | Buy |
2,566
+14
| +0.5% | +$1.21K | 0.19% | 59 |
|
|
2016
Q3 | $170K | Buy |
2,552
+538
| +27% | +$35.8K | 0.14% | 67 |
|
|
2016
Q2 | $125K | Buy |
2,014
+14
| +0.7% | +$869 | 0.11% | 69 |
|
|
2016
Q1 | $118K | Buy |
2,000
+405
| +25% | +$23.9K | 0.11% | 72 |
|
|
2015
Q4 | $105K | Buy |
+1,595
| New | +$105K | 0.1% | 75 |
|