Jacobsen Capital Management’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 | $1.54M | Buy |
5,312
+365
| +7% | +$106K | 0.57% | 21 |
|
|
2025
Q1 | $1.21M | Buy |
4,947
+164
| +3% | +$40.2K | 0.53% | 20 |
|
|
2024
Q4 | $1.15M | Buy |
4,783
+1
| +0% | +$240 | 0.49% | 21 |
|
|
2024
Q3 | $1.01M | Buy |
4,782
+201
| +4% | +$42.4K | 0.42% | 22 |
|
|
2024
Q2 | $926K | Buy |
4,581
+506
| +12% | +$102K | 0.41% | 24 |
|
|
2024
Q1 | $816K | Sell |
4,075
-193
| -5% | -$38.7K | 0.38% | 25 |
|
|
2023
Q4 | $726K | Buy |
4,268
+509
| +14% | +$86.6K | 0.37% | 26 |
|
|
2023
Q3 | $545K | Buy |
3,759
+278
| +8% | +$40.3K | 0.3% | 34 |
|
|
2023
Q2 | $506K | Sell |
3,481
-137
| -4% | -$19.9K | 0.26% | 38 |
|
|
2023
Q1 | $471K | Buy |
+3,618
| New | +$471K | 0.25% | 40 |
|
|
2020
Q3 | – | Sell |
-2,708
| Closed | -$254K | – | 60 |
|
|
2020
Q2 | $254K | Buy |
+2,708
| New | +$254K | 0.19% | 53 |
|
|
2019
Q4 | $351K | Sell |
2,520
-85
| -3% | -$11.8K | 0.35% | 50 |
|
|
2019
Q3 | $306K | Hold |
2,605
| – | – | 0.29% | 55 |
|
|
2019
Q2 | $291K | Buy |
+2,605
| New | +$291K | 0.29% | 54 |
|