Liberty One Investment Management’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 | $5.8M | Sell |
20,013
-2,496
| -11% | -$724K | 0.59% | 36 |
|
|
2025
Q1 | $5.52M | Buy |
22,509
+133
| +0.6% | +$32.6K | 0.56% | 39 |
|
|
2024
Q4 | $5.36M | Buy |
22,376
+709
| +3% | +$170K | 0.58% | 39 |
|
|
2024
Q3 | $4.57M | Buy |
21,667
+942
| +5% | +$199K | 0.47% | 49 |
|
|
2024
Q2 | $4.19M | Sell |
20,725
-1,581
| -7% | -$320K | 0.47% | 42 |
|
|
2024
Q1 | $4.47M | Buy |
22,306
+781
| +4% | +$156K | 0.51% | 37 |
|
|
2023
Q4 | $3.66M | Buy |
21,525
+941
| +5% | +$160K | 0.45% | 39 |
|
|
2023
Q3 | $2.99M | Buy |
20,584
+848
| +4% | +$123K | 0.43% | 40 |
|
|
2023
Q2 | $2.87M | Buy |
19,736
+749
| +4% | +$109K | 0.37% | 39 |
|
|
2023
Q1 | $2.47M | Buy |
18,987
+1,665
| +10% | +$217K | 0.34% | 47 |
|
|
2022
Q4 | $2.32M | Buy |
17,322
+1,291
| +8% | +$173K | 0.33% | 52 |
|
|
2022
Q3 | $1.68M | Buy |
16,031
+3,495
| +28% | +$365K | 0.28% | 66 |
|
|
2022
Q2 | $1.95M | Sell |
12,536
-739
| -6% | -$115K | 0.33% | 46 |
|
|
2022
Q1 | $1.81M | Buy |
13,275
+676
| +5% | +$92.2K | 0.27% | 68 |
|
|
2021
Q4 | $2M | Buy |
12,599
+317
| +3% | +$50.2K | 0.3% | 58 |
|
|
2021
Q3 | $2.01M | Sell |
12,282
-254
| -2% | -$41.6K | 0.34% | 43 |
|
|
2021
Q2 | $1.95M | Buy |
12,536
+99
| +0.8% | +$15.4K | 0.33% | 46 |
|
|
2021
Q1 | $1.89M | Buy |
12,437
+165
| +1% | +$25.1K | 0.34% | 44 |
|
|
2020
Q4 | $1.56M | Buy |
12,272
+901
| +8% | +$114K | 0.29% | 49 |
|
|
2020
Q3 | $1.1M | Buy |
11,371
+775
| +7% | +$74.6K | 0.22% | 65 |
|
|
2020
Q2 | $997K | Buy |
10,596
+451
| +4% | +$42.4K | 0.22% | 65 |
|
|
2020
Q1 | $913K | Buy |
10,145
+276
| +3% | +$24.8K | 0.24% | 61 |
|
|
2019
Q4 | $1.38M | Buy |
+9,869
| New | +$1.38M | 0.3% | 42 |
|