Lee, Danner & Bass’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 | $7.5M | Sell |
25,865
-1,722
| -6% | -$499K | 0.58% | 36 |
|
|
2025
Q1 | $6.77M | Buy |
27,587
+2,950
| +12% | +$724K | 0.55% | 39 |
|
|
2024
Q4 | $5.91M | Buy |
24,637
+550
| +2% | +$132K | 0.47% | 46 |
|
|
2024
Q3 | $5.08M | Sell |
24,087
-275
| -1% | -$58K | 0.36% | 53 |
|
|
2024
Q2 | $4.93M | Buy |
+24,362
| New | +$4.93M | 0.38% | 54 |
|
|
2023
Q4 | $4.35M | Sell |
25,572
-8
| -0% | -$1.36K | 0.37% | 59 |
|
|
2023
Q3 | $3.71M | Sell |
25,580
-175
| -0.7% | -$25.4K | 0.34% | 66 |
|
|
2023
Q2 | $3.75M | Sell |
25,755
-567
| -2% | -$82.5K | 0.32% | 69 |
|
|
2023
Q1 | $3.43M | Sell |
26,322
-505
| -2% | -$65.8K | 0.32% | 71 |
|
|
2022
Q4 | $3.6M | Sell |
26,827
-4,912
| -15% | -$659K | 0.34% | 68 |
|
|
2022
Q3 | $3.32M | Sell |
31,739
-149
| -0.5% | -$15.6K | 0.35% | 68 |
|
|
2022
Q2 | $3.59M | Buy |
31,888
+2,653
| +9% | +$299K | 0.36% | 68 |
|
|
2022
Q1 | $3.99M | Buy |
29,235
+4,200
| +17% | +$572K | 0.34% | 69 |
|
|
2021
Q4 | $3.96M | Buy |
25,035
+1,545
| +7% | +$245K | 0.34% | 66 |
|
|
2021
Q3 | $3.85M | Sell |
23,490
-910
| -4% | -$149K | 0.35% | 68 |
|
|
2021
Q2 | $3.8M | Buy |
24,400
+853
| +4% | +$133K | 0.34% | 75 |
|
|
2021
Q1 | $3.59M | Buy |
23,547
+1,905
| +9% | +$290K | 0.35% | 72 |
|
|
2020
Q4 | $2.75M | Buy |
21,642
+166
| +0.8% | +$21.1K | 0.29% | 77 |
|
|
2020
Q3 | $2.07M | Buy |
21,476
+180
| +0.8% | +$17.3K | 0.24% | 84 |
|
|
2020
Q2 | $2M | Buy |
21,296
+576
| +3% | +$54.2K | 0.26% | 80 |
|
|
2020
Q1 | $1.87M | Sell |
20,720
-993
| -5% | -$89.4K | 0.27% | 77 |
|
|
2019
Q4 | $3.03M | Sell |
21,713
-130
| -0.6% | -$18.1K | 0.32% | 71 |
|
|
2019
Q3 | $2.57M | Sell |
21,843
-500
| -2% | -$58.9K | 0.28% | 72 |
|
|
2019
Q2 | $2.5M | Sell |
22,343
-320
| -1% | -$35.8K | 0.26% | 73 |
|
|
2019
Q1 | $2.29M | Buy |
22,663
+4,813
| +27% | +$487K | 0.25% | 77 |
|
|
2018
Q4 | $1.74M | Buy |
17,850
+2,657
| +17% | +$259K | 0.21% | 90 |
|
|
2018
Q3 | $1.71M | Sell |
15,193
-3,855
| -20% | -$435K | 0.17% | 95 |
|
|
2018
Q2 | $1.99M | Buy |
19,048
+1,645
| +9% | +$171K | 0.21% | 90 |
|
|
2018
Q1 | $1.91M | Sell |
17,403
-285
| -2% | -$31.3K | 0.2% | 89 |
|
|
2017
Q4 | $1.89M | Sell |
17,688
-169
| -0.9% | -$18.1K | 0.19% | 90 |
|
|
2017
Q3 | $1.71M | Buy |
17,857
+363
| +2% | +$34.7K | 0.18% | 89 |
|
|
2017
Q2 | $1.6M | Buy |
17,494
+69
| +0.4% | +$6.31K | 0.18% | 93 |
|
|
2017
Q1 | $1.53M | Buy |
17,425
+2,595
| +17% | +$228K | 0.17% | 92 |
|
|
2016
Q4 | $1.28M | Sell |
14,830
-205
| -1% | -$17.7K | 0.15% | 97 |
|
|
2016
Q3 | $1M | Buy |
15,035
+500
| +3% | +$33.3K | 0.12% | 103 |
|
|
2016
Q2 | $903K | Hold |
14,535
| – | – | 0.11% | 104 |
|
|
2016
Q1 | $929K | Sell |
14,535
-521
| -3% | -$33.3K | 0.11% | 101 |
|
|
2015
Q4 | $994K | Sell |
15,056
-317
| -2% | -$20.9K | 0.13% | 100 |
|
|
2015
Q3 | $937K | Buy |
15,373
+137
| +0.9% | +$8.35K | 0.13% | 103 |
|
|
2015
Q2 | $1.03M | Buy |
15,236
+87
| +0.6% | +$5.89K | 0.12% | 102 |
|
|
2015
Q1 | $918K | Buy |
15,149
+63
| +0.4% | +$3.82K | 0.11% | 100 |
|
|
2014
Q4 | $944K | Buy |
15,086
+111
| +0.7% | +$6.95K | 0.11% | 98 |
|
|
2014
Q3 | $902K | Buy |
14,975
+2,777
| +23% | +$167K | 0.11% | 100 |
|
|
2014
Q2 | $703K | Buy |
12,198
+846
| +7% | +$48.8K | 0.09% | 106 |
|
|
2014
Q1 | $689K | Sell |
11,352
-395
| -3% | -$24K | 0.09% | 104 |
|
|
2013
Q4 | $687K | Sell |
11,747
-355
| -3% | -$20.8K | 0.09% | 101 |
|
|
2013
Q3 | $626K | Hold |
12,102
| – | – | 0.09% | 101 |
|
|
2013
Q2 | $639K | Buy |
+12,102
| New | +$639K | 0.09% | 101 |
|