Longfellow 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 | $1.39M | Sell |
4,779
-1,097
| -19% | -$318K | 0.34% | 50 |
|
|
2025
Q1 | $1.44M | Buy |
5,876
+1,063
| +22% | +$261K | 0.35% | 36 |
|
|
2024
Q4 | $1.15M | Sell |
4,813
-308
| -6% | -$73.8K | 0.3% | 44 |
|
|
2024
Q3 | $1.08M | Buy |
5,121
+30
| +0.6% | +$6.33K | 0.27% | 56 |
|
|
2024
Q2 | $1.03M | Sell |
5,091
-2,286
| -31% | -$462K | 0.26% | 53 |
|
|
2024
Q1 | $1.48M | Buy |
7,377
+10
| +0.1% | +$2K | 0.33% | 35 |
|
|
2023
Q4 | $1.25M | Sell |
7,367
-4,693
| -39% | -$798K | 0.31% | 40 |
|
|
2023
Q3 | $1.75M | Sell |
12,060
-1,343
| -10% | -$195K | 0.46% | 34 |
|
|
2023
Q2 | $1.95M | Sell |
13,403
-2,302
| -15% | -$335K | 0.45% | 33 |
|
|
2023
Q1 | $2.05M | Sell |
15,705
-2,726
| -15% | -$355K | 0.47% | 27 |
|
|
2022
Q4 | $2.47M | Hold |
18,431
| – | – | 0.56% | 28 |
|
|
2022
Q3 | $1.93M | Hold |
18,431
| – | – | 0.39% | 55 |
|
|
2022
Q2 | $2.08M | Buy |
18,431
+4,254
| +30% | +$479K | 0.45% | 35 |
|
|
2022
Q1 | $1.93M | Buy |
14,177
+4,053
| +40% | +$553K | 0.31% | 85 |
|
|
2021
Q4 | $1.6M | Buy |
10,124
+308
| +3% | +$48.8K | 0.26% | 101 |
|
|
2021
Q3 | $1.61M | Hold |
9,816
| – | – | 0.26% | 88 |
|
|
2021
Q2 | $1.53M | Sell |
9,816
-5,383
| -35% | -$837K | 0.22% | 103 |
|
|
2021
Q1 | $2.31M | Sell |
15,199
-2,261
| -13% | -$344K | 0.28% | 82 |
|
|
2020
Q4 | $2.22M | Buy |
+17,460
| New | +$2.22M | 0.27% | 89 |
|
|
2014
Q4 | – | Sell |
-2,702
| Closed | -$162K | – | 51 |
|
|
2014
Q3 | $162K | Hold |
2,702
| – | – | 0.04% | 47 |
|
|
2014
Q2 | $156K | Hold |
2,702
| – | – | 0.03% | 47 |
|
|
2014
Q1 | $165K | Hold |
2,702
| – | – | 0.03% | 51 |
|
|
2013
Q4 | $157K | Hold |
2,702
| – | – | 0.03% | 62 |
|
|
2013
Q3 | $140K | Buy |
2,702
+702
| +35% | +$36.4K | 0.02% | 62 |
|
|
2013
Q2 | $106K | Buy |
+2,000
| New | +$106K | 0.02% | 64 |
|