Lynch & Associates’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 | $15.9M | Sell |
54,979
-1,153
| -2% | -$334K | 3.21% | 5 |
|
|
2025
Q1 | $13.8M | Sell |
56,132
-1,142
| -2% | -$280K | 2.98% | 9 |
|
|
2024
Q4 | $13.7M | Sell |
57,274
-696
| -1% | -$167K | 2.98% | 6 |
|
|
2024
Q3 | $12.2M | Sell |
57,970
-140
| -0.2% | -$29.5K | 2.58% | 9 |
|
|
2024
Q2 | $11.8M | Buy |
58,110
+2,206
| +4% | +$446K | 2.65% | 9 |
|
|
2024
Q1 | $11.2M | Sell |
55,904
-4,177
| -7% | -$837K | 2.59% | 10 |
|
|
2023
Q4 | $10.2M | Sell |
60,081
-790
| -1% | -$134K | 2.48% | 10 |
|
|
2023
Q3 | $8.83M | Buy |
60,871
+818
| +1% | +$119K | 2.33% | 12 |
|
|
2023
Q2 | $8.73M | Buy |
60,053
+244
| +0.4% | +$35.5K | 2.24% | 13 |
|
|
2023
Q1 | $7.79M | Buy |
59,809
+845
| +1% | +$110K | 2.04% | 16 |
|
|
2022
Q4 | $7.91M | Buy |
58,964
+576
| +1% | +$77.2K | 2.07% | 16 |
|
|
2022
Q3 | $6.1M | Buy |
58,388
+1,954
| +3% | +$204K | 1.79% | 19 |
|
|
2022
Q2 | $6.36M | Buy |
56,434
+1,087
| +2% | +$122K | 1.73% | 22 |
|
|
2022
Q1 | $7.55M | Buy |
55,347
+1,635
| +3% | +$223K | 1.83% | 19 |
|
|
2021
Q4 | $8.51M | Buy |
53,712
+2,171
| +4% | +$344K | 2.01% | 14 |
|
|
2021
Q3 | $8.44M | Buy |
51,541
+701
| +1% | +$115K | 2.19% | 11 |
|
|
2021
Q2 | $7.91M | Buy |
50,840
+2,609
| +5% | +$406K | 2.03% | 14 |
|
|
2021
Q1 | $7.34M | Buy |
48,231
+2,217
| +5% | +$337K | 1.98% | 16 |
|
|
2020
Q4 | $5.85M | Buy |
46,014
+394
| +0.9% | +$50.1K | 1.59% | 19 |
|
|
2020
Q3 | $4.39M | Sell |
45,620
-130
| -0.3% | -$12.5K | 1.32% | 24 |
|
|
2020
Q2 | $4.3M | Buy |
45,750
+2,850
| +7% | +$268K | 1.39% | 23 |
|
|
2020
Q1 | $3.86M | Buy |
42,900
+3,932
| +10% | +$354K | 1.42% | 24 |
|
|
2019
Q4 | $5.43M | Buy |
38,968
+651
| +2% | +$90.7K | 1.56% | 26 |
|
|
2019
Q3 | $4.51M | Buy |
38,317
+1,266
| +3% | +$149K | 1.38% | 28 |
|
|
2019
Q2 | $4.14M | Buy |
37,051
+9,378
| +34% | +$1.05M | 1.35% | 30 |
|
|
2019
Q1 | $2.8M | Buy |
27,673
+1,335
| +5% | +$135K | 0.93% | 38 |
|
|
2018
Q4 | $2.57M | Buy |
26,338
+25
| +0.1% | +$2.44K | 0.96% | 38 |
|
|
2018
Q3 | $2.97M | Buy |
26,313
+240
| +0.9% | +$27.1K | 1% | 36 |
|
|
2018
Q2 | $2.72M | Buy |
26,073
+4,051
| +18% | +$422K | 0.98% | 36 |
|
|
2018
Q1 | $2.42M | Buy |
22,022
+50
| +0.2% | +$5.5K | 0.93% | 38 |
|
|
2017
Q4 | $2.35M | Buy |
21,972
+925
| +4% | +$98.9K | 0.88% | 41 |
|
|
2017
Q3 | $2.01M | Buy |
21,047
+3,875
| +23% | +$370K | 0.8% | 44 |
|
|
2017
Q2 | $1.57M | Buy |
17,172
+9,188
| +115% | +$840K | 0.62% | 50 |
|
|
2017
Q1 | $701K | Buy |
7,984
+3,275
| +70% | +$288K | 0.29% | 64 |
|
|
2016
Q4 | $406K | Buy |
+4,709
| New | +$406K | 0.17% | 80 |
|