JSF Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
10,469
+385
| +4% | +$117K | 0.6% | 25 |
|
|
2025
Q4 | $3.25M | Sell |
10,084
-126
| -1% | -$39K | 0.67% | 23 |
|
|
2025
Q3 | $3.22M | Sell |
10,210
-118
| -1% | -$35.1K | 0.71% | 23 |
|
|
2025
Q2 | $2.99M | Buy |
10,328
+980
| +10% | +$250K | 0.71% | 23 |
|
|
2025
Q1 | $2.29M | Buy |
9,348
+1
| +0% | +$255 | 0.6% | 27 |
|
|
2024
Q4 | $2.24M | Buy |
9,347
+12
| +0.1% | +$2.79K | 0.6% | 26 |
|
|
2024
Q3 | $1.97M | Buy |
9,335
+87
| +0.9% | +$18.3K | 0.57% | 30 |
|
|
2024
Q2 | $1.87M | Sell |
9,248
-192
| -2% | -$37.5K | 0.57% | 30 |
|
|
2024
Q1 | $1.89M | Sell |
9,440
-232
| -2% | -$41.9K | 0.59% | 29 |
|
|
2023
Q4 | $1.65M | Sell |
9,672
-723
| -7% | -$110K | 0.57% | 30 |
|
|
2023
Q3 | $1.51M | Sell |
10,395
-285
| -3% | -$42.7K | 0.58% | 29 |
|
|
2023
Q2 | $1.55M | Buy |
10,680
+65
| +0.6% | +$8.94K | 0.55% | 32 |
|
|
2023
Q1 | $1.38M | Buy |
10,615
+19
| +0.2% | +$2.6K | 0.52% | 34 |
|
|
2022
Q4 | $1.42M | Sell |
10,596
-42
| -0.4% | -$5.32K | 0.53% | 33 |
|
|
2022
Q3 | $1.11M | Buy |
10,638
+11
| +0.1% | +$1.26K | 0.42% | 34 |
|
|
2022
Q2 | $1.2M | Buy |
10,627
+294
| +3% | +$36.4K | 0.54% | 34 |
|
|
2022
Q1 | $1.41M | Buy |
10,333
+449
| +5% | +$66.3K | 0.6% | 32 |
|
|
2021
Q4 | $1.56M | Sell |
9,884
-472
| -5% | -$77.5K | 0.76% | 18 |
|
|
2021
Q3 | $1.7M | Buy |
10,356
+828
| +9% | +$130K | 0.84% | 15 |
|
|
2021
Q2 | $1.48M | Sell |
9,528
-13
| -0.1% | -$2.04K | 0.87% | 19 |
|
|
2021
Q1 | $1.45M | Sell |
9,541
-269
| -3% | -$38.7K | 0.91% | 19 |
|
|
2020
Q4 | $1.25M | Buy |
9,810
+48
| +0.5% | +$5.37K | 0.87% | 20 |
|
|
2020
Q3 | $940K | Buy |
9,762
+576
| +6% | +$56.6K | 0.74% | 21 |
|
|
2020
Q2 | $864K | Buy |
9,186
+1,555
| +20% | +$148K | 0.75% | 19 |
|
|
2020
Q1 | $687K | Buy |
7,631
+1,232
| +19% | +$150K | 0.7% | 24 |
|
|
2019
Q4 | $892K | Hold |
6,399
| – | – | 0.88% | 18 |
|
|
2019
Q3 | $753K | Hold |
6,399
| – | – | 0.82% | 20 |
|
|
2019
Q2 | $715K | Buy |
6,399
+288
| +5% | +$31.8K | 0.78% | 18 |
|
|
2019
Q1 | $619K | Hold |
6,111
| – | – | 0.68% | 19 |
|
|
2018
Q4 | $597K | Buy |
+6,111
| New | +$651K | 0.61% | 20 |
|
Other funds holding JPM
VCM
VPM
