JB Capital’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 | $21.6M | Buy |
74,591
+1,014
| +1% | +$294K | 1.05% | 21 |
|
|
2025
Q1 | $18M | Buy |
73,577
+486
| +0.7% | +$119K | 0.99% | 20 |
|
|
2024
Q4 | $17.5M | Buy |
73,091
+1,253
| +2% | +$300K | 0.98% | 17 |
|
|
2024
Q3 | $15.1M | Buy |
71,838
+1,046
| +1% | +$221K | 0.87% | 18 |
|
|
2024
Q2 | $14.3M | Buy |
70,792
+517
| +0.7% | +$105K | 0.9% | 19 |
|
|
2024
Q1 | $14.1M | Sell |
70,275
-26,001
| -27% | -$5.21M | 0.94% | 16 |
|
|
2023
Q4 | $16.4M | Buy |
96,276
+9,538
| +11% | +$1.62M | 1.21% | 16 |
|
|
2023
Q3 | $12.6M | Buy |
86,738
+5,736
| +7% | +$832K | 1.06% | 16 |
|
|
2023
Q2 | $11.8M | Buy |
81,002
+2,890
| +4% | +$420K | 0.99% | 16 |
|
|
2023
Q1 | $10.2M | Buy |
78,112
+2,086
| +3% | +$272K | 0.93% | 18 |
|
|
2022
Q4 | $10.2M | Buy |
76,026
+25,246
| +50% | +$3.39M | 1% | 18 |
|
|
2022
Q3 | $5.31M | Buy |
50,780
+16,772
| +49% | +$1.75M | 0.58% | 27 |
|
|
2022
Q2 | $3.83M | Buy |
34,008
+1,780
| +6% | +$200K | 0.41% | 33 |
|
|
2022
Q1 | $4.39M | Buy |
32,228
+6,393
| +25% | +$872K | 0.43% | 30 |
|
|
2021
Q4 | $4.09M | Sell |
25,835
-2,446
| -9% | -$387K | 0.4% | 30 |
|
|
2021
Q3 | $4.63M | Buy |
+28,281
| New | +$4.63M | 0.6% | 21 |
|