Leuthold Group’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 | $8.95M | Sell |
30,882
-516
| -2% | -$150K | 1.07% | 27 |
|
|
2025
Q1 | $7.7M | Sell |
31,398
-2,224
| -7% | -$546K | 1% | 30 |
|
|
2024
Q4 | $8.06M | Sell |
33,622
-1,216
| -3% | -$291K | 0.97% | 33 |
|
|
2024
Q3 | $7.35M | Buy |
34,838
+4,679
| +16% | +$987K | 0.82% | 43 |
|
|
2024
Q2 | $6.1M | Buy |
+30,159
| New | +$6.1M | 0.71% | 50 |
|
|
2022
Q1 | – | Sell |
-29,093
| Closed | -$4.61M | – | 212 |
|
|
2021
Q4 | $4.61M | Sell |
29,093
-520
| -2% | -$82.3K | 0.54% | 62 |
|
|
2021
Q3 | $4.85M | Buy |
+29,613
| New | +$4.85M | 0.59% | 56 |
|
|
2013
Q4 | – | Sell |
-51,853
| Closed | -$2.68M | – | 258 |
|
|
2013
Q3 | $2.68M | Sell |
51,853
-5,914
| -10% | -$306K | 0.25% | 118 |
|
|
2013
Q2 | $3.05M | Buy |
+57,767
| New | +$3.05M | 0.28% | 102 |
|