JT Stratford LLC’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 | $6.4M | Buy |
22,072
+283
| +1% | +$82K | 0.97% | 21 |
|
|
2025
Q1 | $5.34M | Buy |
21,789
+1,054
| +5% | +$259K | 0.95% | 17 |
|
|
2024
Q4 | $4.97M | Buy |
20,735
+1,236
| +6% | +$296K | 0.82% | 21 |
|
|
2024
Q3 | $4.11M | Buy |
19,499
+997
| +5% | +$210K | 0.7% | 27 |
|
|
2024
Q2 | $3.74M | Sell |
18,502
-300
| -2% | -$60.7K | 0.7% | 28 |
|
|
2024
Q1 | $3.77M | Sell |
18,802
-568
| -3% | -$114K | 0.75% | 25 |
|
|
2023
Q4 | $3.29M | Sell |
19,370
-218
| -1% | -$37.1K | 0.75% | 25 |
|
|
2023
Q3 | $2.84M | Sell |
19,588
-1,550
| -7% | -$225K | 0.73% | 26 |
|
|
2023
Q2 | $3.07M | Sell |
21,138
-1,875
| -8% | -$273K | 0.83% | 23 |
|
|
2023
Q1 | $3M | Sell |
23,013
-3,999
| -15% | -$521K | 0.86% | 21 |
|
|
2022
Q4 | $3.62M | Buy |
27,012
+1,088
| +4% | +$146K | 1.16% | 17 |
|
|
2022
Q3 | $2.71M | Sell |
25,924
-1,464
| -5% | -$153K | 0.96% | 23 |
|
|
2022
Q2 | $3.08M | Buy |
27,388
+304
| +1% | +$34.2K | 0.98% | 23 |
|
|
2022
Q1 | $3.69M | Sell |
27,084
-999
| -4% | -$136K | 1.08% | 23 |
|
|
2021
Q4 | $4.45M | Buy |
28,083
+539
| +2% | +$85.4K | 1.22% | 19 |
|
|
2021
Q3 | $4.51M | Buy |
27,544
+553
| +2% | +$90.5K | 1.38% | 16 |
|
|
2021
Q2 | $4.2M | Buy |
26,991
+283
| +1% | +$44K | 1.34% | 13 |
|
|
2021
Q1 | $4.07M | Buy |
26,708
+424
| +2% | +$64.5K | 1.43% | 13 |
|
|
2020
Q4 | $3.34M | Buy |
26,284
+859
| +3% | +$109K | 1.25% | 16 |
|
|
2020
Q3 | $2.45M | Buy |
25,425
+275
| +1% | +$26.5K | 1.06% | 20 |
|
|
2020
Q2 | $2.37M | Buy |
25,150
+6,359
| +34% | +$598K | 1.22% | 19 |
|
|
2020
Q1 | $1.69M | Buy |
18,791
+367
| +2% | +$33K | 1.04% | 25 |
|
|
2019
Q4 | $2.57M | Sell |
18,424
-2,880
| -14% | -$401K | 1.18% | 18 |
|
|
2019
Q3 | $2.51M | Buy |
21,304
+3,551
| +20% | +$418K | 1.41% | 19 |
|
|
2019
Q2 | $1.99M | Sell |
17,753
-1,793
| -9% | -$200K | 1.1% | 23 |
|
|
2019
Q1 | $1.98M | Buy |
19,546
+214
| +1% | +$21.7K | 1.14% | 23 |
|
|
2018
Q4 | $1.89M | Sell |
19,332
-150
| -0.8% | -$14.6K | 1.26% | 27 |
|
|
2018
Q3 | $2.2M | Buy |
19,482
+1,495
| +8% | +$169K | 1.26% | 28 |
|
|
2018
Q2 | $1.87M | Buy |
17,987
+3,018
| +20% | +$314K | 1.15% | 32 |
|
|
2018
Q1 | $1.65M | Buy |
14,969
+327
| +2% | +$36K | 1.03% | 37 |
|
|
2017
Q4 | $1.57M | Buy |
14,642
+11,561
| +375% | +$1.24M | 1.02% | 36 |
|
|
2017
Q3 | $294K | Sell |
3,081
-170
| -5% | -$16.2K | 0.19% | 89 |
|
|
2017
Q2 | $297K | Sell |
3,251
-63
| -2% | -$5.76K | 0.21% | 91 |
|
|
2017
Q1 | $291K | Sell |
3,314
-560
| -14% | -$49.2K | 0.22% | 86 |
|
|
2016
Q4 | $334K | Buy |
+3,874
| New | +$334K | 0.28% | 82 |
|