JPMorgan Chase & Co’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Sell |
437,902
-12,568
| -3% | -$994K | ﹤0.01% | 1409 |
|
|
2025
Q1 | $32.9M | Sell |
450,470
-118,768
| -21% | -$8.66M | ﹤0.01% | 1384 |
|
|
2024
Q4 | $41.9M | Buy |
569,238
+195,331
| +52% | +$14.4M | ﹤0.01% | 1270 |
|
|
2024
Q3 | $24.7M | Sell |
373,907
-17,668
| -5% | -$1.17M | ﹤0.01% | 1571 |
|
|
2024
Q2 | $22.2M | Sell |
391,575
-99,088
| -20% | -$5.61M | ﹤0.01% | 1587 |
|
|
2024
Q1 | $24.8M | Sell |
490,663
-80,676
| -14% | -$4.07M | ﹤0.01% | 1564 |
|
|
2023
Q4 | $30.2M | Buy |
571,339
+61,884
| +12% | +$3.28M | ﹤0.01% | 1360 |
|
|
2023
Q3 | $23.5M | Buy |
509,455
+183,550
| +56% | +$8.46M | ﹤0.01% | 1407 |
|
|
2023
Q2 | $15.1M | Buy |
325,905
+280,627
| +620% | +$13M | ﹤0.01% | 1733 |
|
|
2023
Q1 | $1.88M | Sell |
45,278
-113,294
| -71% | -$4.7M | ﹤0.01% | 3077 |
|
|
2022
Q4 | $6.83M | Buy |
158,572
+100,154
| +171% | +$4.31M | ﹤0.01% | 2174 |
|
|
2022
Q3 | $1.93M | Sell |
58,418
-156,212
| -73% | -$5.15M | ﹤0.01% | 2944 |
|
|
2022
Q2 | $8.3M | Buy |
214,630
+5,765
| +3% | +$223K | ﹤0.01% | 2017 |
|
|
2022
Q1 | $11.5M | Sell |
208,865
-46,760
| -18% | -$2.57M | ﹤0.01% | 1931 |
|
|
2021
Q4 | $15.3M | Buy |
255,625
+191,260
| +297% | +$11.4M | ﹤0.01% | 1778 |
|
|
2021
Q3 | $3.38M | Sell |
64,365
-155,436
| -71% | -$8.16M | ﹤0.01% | 2836 |
|
|
2021
Q2 | $11.1M | Buy |
219,801
+61,892
| +39% | +$3.13M | ﹤0.01% | 2063 |
|
|
2021
Q1 | $7.16M | Buy |
157,909
+78,391
| +99% | +$3.55M | ﹤0.01% | 2383 |
|
|
2020
Q4 | $2.91M | Sell |
79,518
-121,384
| -60% | -$4.44M | ﹤0.01% | 2745 |
|
|
2020
Q3 | $3.88M | Buy |
200,902
+104,002
| +107% | +$2.01M | ﹤0.01% | 2377 |
|
|
2020
Q2 | $1.76M | Buy |
96,900
+14,602
| +18% | +$265K | ﹤0.01% | 2742 |
|
|
2020
Q1 | $1.79M | Buy |
82,298
+46,747
| +131% | +$1.02M | ﹤0.01% | 2660 |
|
|
2019
Q4 | $1.3M | Sell |
35,551
-28,847
| -45% | -$1.05M | ﹤0.01% | 2922 |
|
|
2019
Q3 | $2.1M | Buy |
64,398
+911
| +1% | +$29.7K | ﹤0.01% | 2705 |
|
|
2019
Q2 | $1.79M | Buy |
63,487
+28,239
| +80% | +$797K | ﹤0.01% | 2735 |
|
|
2019
Q1 | $693K | Buy |
35,248
+15,871
| +82% | +$312K | ﹤0.01% | 3204 |
|
|
2018
Q4 | $376K | Sell |
19,377
-281,922
| -94% | -$5.47M | ﹤0.01% | 3516 |
|
|
2018
Q3 | $8.3M | Sell |
301,299
-123,777
| -29% | -$3.41M | ﹤0.01% | 1960 |
|
|
2018
Q2 | $13.8M | Buy |
425,076
+9,258
| +2% | +$301K | ﹤0.01% | 1628 |
|
|
2018
Q1 | $15.1M | Sell |
415,818
-35,091
| -8% | -$1.28M | ﹤0.01% | 1535 |
|
|
2017
Q4 | $13.9M | Buy |
450,909
+38,472
| +9% | +$1.19M | ﹤0.01% | 1604 |
|
|
2017
Q3 | $10.8M | Sell |
412,437
-5,877
| -1% | -$155K | ﹤0.01% | 1686 |
|
|
2017
Q2 | $12.4M | Sell |
418,314
-13,650
| -3% | -$405K | ﹤0.01% | 1597 |
|
|
2017
Q1 | $12.7M | Sell |
431,964
-21,738
| -5% | -$641K | ﹤0.01% | 1542 |
|
|
2016
Q4 | $15.6M | Buy |
453,702
+5,028
| +1% | +$172K | ﹤0.01% | 1424 |
|
|
2016
Q3 | $9.07M | Buy |
448,674
+32,217
| +8% | +$651K | ﹤0.01% | 1655 |
|
|
2016
Q2 | $7.07M | Buy |
416,457
+6,657
| +2% | +$113K | ﹤0.01% | 1824 |
|
|
2016
Q1 | $6.23M | Buy |
409,800
+251,700
| +159% | +$3.83M | ﹤0.01% | 1851 |
|
|
2015
Q4 | $2.42M | Sell |
158,100
-5,400
| -3% | -$82.7K | ﹤0.01% | 2288 |
|
|
2015
Q3 | $2.28M | Buy |
163,500
+3,300
| +2% | +$46K | ﹤0.01% | 2302 |
|
|
2015
Q2 | $2.29M | Buy |
+160,200
| New | +$2.29M | ﹤0.01% | 2454 |
|