Joseph Group 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 | $5.72M | Sell |
19,718
-1,642
| -8% | -$476K | 1.92% | 12 |
|
|
2025
Q1 | $5.24M | Buy |
21,360
+1,349
| +7% | +$331K | 2% | 9 |
|
|
2024
Q4 | $4.8M | Buy |
20,011
+1,858
| +10% | +$445K | 1.89% | 12 |
|
|
2024
Q3 | $3.83M | Buy |
18,153
+1,256
| +7% | +$265K | 1.46% | 19 |
|
|
2024
Q2 | $3.42M | Buy |
16,897
+1,074
| +7% | +$217K | 1.77% | 13 |
|
|
2024
Q1 | $3.17M | Buy |
15,823
+2,280
| +17% | +$457K | 1.59% | 10 |
|
|
2023
Q4 | $2.3M | Buy |
13,543
+250
| +2% | +$42.5K | 1.34% | 15 |
|
|
2023
Q3 | $1.93M | Buy |
13,293
+335
| +3% | +$48.6K | 1.39% | 17 |
|
|
2023
Q2 | $1.88M | Buy |
12,958
+916
| +8% | +$133K | 1.58% | 16 |
|
|
2023
Q1 | $1.57M | Sell |
12,042
-899
| -7% | -$117K | 1.38% | 18 |
|
|
2022
Q4 | $1.74M | Sell |
12,941
-220
| -2% | -$29.5K | 1.65% | 9 |
|
|
2022
Q3 | $1.38M | Buy |
13,161
+3,333
| +34% | +$348K | 1.5% | 17 |
|
|
2022
Q2 | $1.11M | Buy |
9,828
+834
| +9% | +$93.9K | 1.11% | 30 |
|
|
2022
Q1 | $1.23M | Buy |
8,994
+452
| +5% | +$61.6K | 1.24% | 29 |
|
|
2021
Q4 | $1.35M | Buy |
+8,542
| New | +$1.35M | 1.3% | 29 |
|