Main Street Research’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 | $65M | Buy |
224,286
+5,611
| +3% | +$1.63M | 4.05% | 2 |
|
|
2025
Q1 | $53.6M | Buy |
218,675
+3,950
| +2% | +$969K | 3.51% | 9 |
|
|
2024
Q4 | $51.5M | Buy |
214,725
+4,168
| +2% | +$999K | 3.21% | 13 |
|
|
2024
Q3 | $44.4M | Buy |
210,557
+6,005
| +3% | +$1.27M | 2.79% | 13 |
|
|
2024
Q2 | $41.4M | Buy |
204,552
+10,769
| +6% | +$2.18M | 2.73% | 13 |
|
|
2024
Q1 | $38.8M | Buy |
193,783
+13,928
| +8% | +$2.79M | 2.64% | 15 |
|
|
2023
Q4 | $30.6M | Buy |
179,855
+29,974
| +20% | +$5.1M | 2.46% | 15 |
|
|
2023
Q3 | $21.7M | Buy |
149,881
+66,334
| +79% | +$9.62M | 2.24% | 21 |
|
|
2023
Q2 | $12.2M | Buy |
+83,547
| New | +$12.2M | 1.94% | 23 |
|
|
2022
Q1 | – | Sell |
-193,196
| Closed | -$30.6M | – | 131 |
|
|
2021
Q4 | $30.6M | Buy |
193,196
+9,959
| +5% | +$1.58M | 2.36% | 19 |
|
|
2021
Q3 | $30M | Buy |
183,237
+6,685
| +4% | +$1.09M | 2.62% | 15 |
|
|
2021
Q2 | $27.5M | Buy |
176,552
+9,208
| +6% | +$1.43M | 2.2% | 19 |
|
|
2021
Q1 | $25.5M | Buy |
167,344
+6,600
| +4% | +$1M | 2.4% | 14 |
|
|
2020
Q4 | $20.4M | Buy |
160,744
+11,714
| +8% | +$1.49M | 2.2% | 17 |
|
|
2020
Q3 | $14.3M | Buy |
149,030
+8,165
| +6% | +$786K | 1.83% | 31 |
|
|
2020
Q2 | $13.3M | Buy |
+140,865
| New | +$13.3M | 2.08% | 27 |
|
|
2020
Q1 | – | Sell |
-114,003
| Closed | -$15.9M | – | 95 |
|
|
2019
Q4 | $15.9M | Sell |
114,003
-929
| -0.8% | -$130K | 2.51% | 15 |
|
|
2019
Q3 | $13.5M | Buy |
114,932
+111,677
| +3,431% | +$13.1M | 2.54% | 20 |
|
|
2019
Q2 | $364K | Buy |
3,255
+130
| +4% | +$14.5K | 0.08% | 66 |
|
|
2019
Q1 | $316K | Buy |
3,125
+83
| +3% | +$8.39K | 0.1% | 66 |
|
|
2018
Q4 | $297K | Sell |
3,042
-169,013
| -98% | -$16.5M | 0.12% | 63 |
|
|
2018
Q3 | $19.4M | Buy |
172,055
+6,983
| +4% | +$788K | 2.79% | 8 |
|
|
2018
Q2 | $17.2M | Sell |
165,072
-1,872
| -1% | -$195K | 2.69% | 6 |
|
|
2018
Q1 | $18.4M | Buy |
166,944
+6,452
| +4% | +$710K | 2.91% | 5 |
|
|
2017
Q4 | $17.2M | Buy |
160,492
+2,454
| +2% | +$262K | 2.61% | 8 |
|
|
2017
Q3 | $15.1M | Sell |
158,038
-417
| -0.3% | -$39.8K | 2.44% | 7 |
|
|
2017
Q2 | $14.5M | Buy |
158,455
+8,602
| +6% | +$786K | 2.37% | 7 |
|
|
2017
Q1 | $13.2M | Buy |
149,853
+3,643
| +2% | +$320K | 2.31% | 7 |
|
|
2016
Q4 | $12.6M | Buy |
146,210
+468
| +0.3% | +$40.4K | 2.46% | 6 |
|
|
2016
Q3 | $9.71M | Buy |
145,742
+72,346
| +99% | +$4.82M | 1.9% | 14 |
|
|
2016
Q2 | $4.56M | Buy |
73,396
+1,193
| +2% | +$74.1K | 0.94% | 42 |
|
|
2016
Q1 | $4.28M | Sell |
72,203
-75,085
| -51% | -$4.45M | 1.1% | 38 |
|
|
2015
Q4 | $9.73M | Buy |
147,288
+849
| +0.6% | +$56.1K | 2.08% | 12 |
|
|
2015
Q3 | $9.41M | Buy |
146,439
+140,684
| +2,445% | +$9.04M | 2.21% | 13 |
|
|
2015
Q2 | $390K | Buy |
5,755
+403
| +8% | +$27.3K | 0.08% | 104 |
|
|
2015
Q1 | $324K | Buy |
5,352
+1,069
| +25% | +$64.7K | 0.07% | 110 |
|
|
2014
Q4 | $268K | Buy |
4,283
+732
| +21% | +$45.8K | 0.06% | 117 |
|
|
2014
Q3 | $214K | Sell |
3,551
-125
| -3% | -$7.53K | 0.05% | 131 |
|
|
2014
Q2 | $212K | Buy |
+3,676
| New | +$212K | 0.05% | 130 |
|