Jacobs & 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 | $702K | Hold |
2,424
| – | – | 0.07% | 91 |
|
|
2025
Q1 | $594K | Hold |
2,424
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $581K | Hold |
2,424
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $511K | Buy |
2,424
+300
| +14% | +$63.2K | 0.05% | 97 |
|
|
2024
Q2 | $429K | Sell |
2,124
-300
| -12% | -$60.6K | 0.05% | 100 |
|
|
2024
Q1 | $485K | Hold |
2,424
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $412K | Hold |
2,424
| – | – | 0.05% | 99 |
|
|
2023
Q3 | $351K | Sell |
2,424
-320
| -12% | -$46.3K | 0.04% | 102 |
|
|
2023
Q2 | $399K | Sell |
2,744
-2,002
| -42% | -$291K | 0.05% | 99 |
|
|
2023
Q1 | $618K | Sell |
4,746
-866
| -15% | -$113K | 0.08% | 93 |
|
|
2022
Q4 | $752K | Buy |
5,612
+2,773
| +98% | +$372K | 0.1% | 90 |
|
|
2022
Q3 | $296K | Buy |
2,839
+620
| +28% | +$64.6K | 0.04% | 104 |
|
|
2022
Q2 | $249K | Sell |
2,219
-31
| -1% | -$3.48K | 0.03% | 109 |
|
|
2022
Q1 | $306K | Buy |
2,250
+31
| +1% | +$4.22K | 0.03% | 107 |
|
|
2021
Q4 | $351K | Sell |
2,219
-32
| -1% | -$5.06K | 0.04% | 102 |
|
|
2021
Q3 | $368K | Sell |
2,251
-30
| -1% | -$4.9K | 0.04% | 99 |
|
|
2021
Q2 | $354K | Hold |
2,281
| – | – | 0.04% | 100 |
|
|
2021
Q1 | $347K | Hold |
2,281
| – | – | 0.04% | 99 |
|
|
2020
Q4 | $289K | Sell |
2,281
-15
| -0.7% | -$1.9K | 0.04% | 100 |
|
|
2020
Q3 | $221K | Sell |
2,296
-100
| -4% | -$9.63K | 0.03% | 105 |
|
|
2020
Q2 | $225K | Sell |
2,396
-231
| -9% | -$21.7K | 0.04% | 108 |
|
|
2020
Q1 | $236K | Buy |
2,627
+175
| +7% | +$15.7K | 0.05% | 114 |
|
|
2019
Q4 | $341K | Buy |
2,452
+116
| +5% | +$16.1K | 0.05% | 108 |
|
|
2019
Q3 | $274K | Hold |
2,336
| – | – | 0.04% | 119 |
|
|
2019
Q2 | $261K | Sell |
2,336
-65
| -3% | -$7.26K | 0.04% | 125 |
|
|
2019
Q1 | $243K | Hold |
2,401
| – | – | 0.04% | 126 |
|
|
2018
Q4 | $234K | Sell |
2,401
-75
| -3% | -$7.31K | 0.05% | 112 |
|
|
2018
Q3 | $279K | Buy |
2,476
+200
| +9% | +$22.5K | 0.05% | 113 |
|
|
2018
Q2 | $237K | Sell |
2,276
-225
| -9% | -$23.4K | 0.04% | 120 |
|
|
2018
Q1 | $275K | Sell |
2,501
-2,389
| -49% | -$263K | 0.05% | 114 |
|
|
2017
Q4 | $241K | Hold |
4,890
| – | – | 0.04% | 119 |
|
|
2017
Q3 | $230K | Sell |
4,890
-450
| -8% | -$21.2K | 0.04% | 121 |
|
|
2017
Q2 | $243K | Hold |
5,340
| – | – | 0.05% | 120 |
|
|
2017
Q1 | $239K | Buy |
5,340
+2,394
| +81% | +$107K | 0.05% | 119 |
|
|
2016
Q4 | $254K | Buy |
+2,946
| New | +$254K | 0.06% | 116 |
|