Madden Securities’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 | $745K | Sell |
2,571
-37
| -1% | -$10.7K | 0.25% | 69 |
|
|
2025
Q1 | $640K | Sell |
2,608
-69
| -3% | -$16.9K | 0.25% | 75 |
|
|
2024
Q4 | $642K | Sell |
2,677
-172
| -6% | -$41.2K | 0.26% | 73 |
|
|
2024
Q3 | $601K | Hold |
2,849
| – | – | 0.26% | 70 |
|
|
2024
Q2 | $576K | Hold |
2,849
| – | – | 0.26% | 69 |
|
|
2024
Q1 | $571K | Sell |
2,849
-1,671
| -37% | -$335K | 0.26% | 67 |
|
|
2023
Q4 | $769K | Sell |
4,520
-3,000
| -40% | -$510K | 0.41% | 53 |
|
|
2023
Q3 | $1.09M | Sell |
7,520
-1,000
| -12% | -$145K | 0.62% | 40 |
|
|
2023
Q2 | $1.24M | Buy |
8,520
+233
| +3% | +$33.9K | 0.63% | 39 |
|
|
2023
Q1 | $1.08M | Buy |
8,287
+4,990
| +151% | +$650K | 0.57% | 40 |
|
|
2022
Q4 | $442K | Sell |
3,297
-13,595
| -80% | -$1.82M | 0.23% | 70 |
|
|
2022
Q3 | $1.77M | Sell |
16,892
-9,480
| -36% | -$991K | 1.07% | 34 |
|
|
2022
Q2 | $2.97M | Buy |
26,372
+10,852
| +70% | +$1.22M | 1.63% | 23 |
|
|
2022
Q1 | $2.12M | Buy |
+15,520
| New | +$2.12M | 0.95% | 30 |
|
|
2021
Q3 | – | Sell |
-6,229
| Closed | -$969K | – | 127 |
|
|
2021
Q2 | $969K | Buy |
6,229
+230
| +4% | +$35.8K | 0.51% | 56 |
|
|
2021
Q1 | $913K | Sell |
5,999
-80
| -1% | -$12.2K | 0.53% | 54 |
|
|
2020
Q4 | $772K | Sell |
6,079
-170
| -3% | -$21.6K | 0.5% | 56 |
|
|
2020
Q3 | $602K | Buy |
+6,249
| New | +$602K | 0.45% | 67 |
|