Manchester Financial’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 | $1.36M | Buy |
4,702
+1,661
| +55% | +$482K | 0.29% | 42 |
|
|
2025
Q1 | $746K | Buy |
3,041
+1,029
| +51% | +$252K | 0.17% | 54 |
|
|
2024
Q4 | $482K | Buy |
2,012
+367
| +22% | +$88K | 0.11% | 61 |
|
|
2024
Q3 | $347K | Buy |
1,645
+74
| +5% | +$15.6K | 0.08% | 76 |
|
|
2024
Q2 | $318K | Sell |
1,571
-30
| -2% | -$6.07K | 0.08% | 76 |
|
|
2024
Q1 | $321K | Sell |
1,601
-28
| -2% | -$5.61K | 0.08% | 72 |
|
|
2023
Q4 | $277K | Sell |
1,629
-18
| -1% | -$3.06K | 0.08% | 78 |
|
|
2023
Q3 | $239K | Sell |
1,647
-532
| -24% | -$77.2K | 0.07% | 80 |
|
|
2023
Q2 | $317K | Buy |
2,179
+422
| +24% | +$61.4K | 0.09% | 70 |
|
|
2023
Q1 | $229K | Buy |
1,757
+46
| +3% | +$5.99K | 0.07% | 84 |
|
|
2022
Q4 | $229K | Buy |
+1,711
| New | +$229K | 0.06% | 87 |
|
|
2022
Q2 | – | Sell |
-2,185
| Closed | -$298K | – | 112 |
|
|
2022
Q1 | $298K | Sell |
2,185
-90
| -4% | -$12.3K | 0.11% | 73 |
|
|
2021
Q4 | $360K | Sell |
2,275
-38
| -2% | -$6.01K | 0.13% | 62 |
|
|
2021
Q3 | $379K | Sell |
2,313
-196
| -8% | -$32.1K | 0.15% | 57 |
|
|
2021
Q2 | $390K | Buy |
2,509
+183
| +8% | +$28.4K | 0.15% | 58 |
|
|
2021
Q1 | $354K | Buy |
2,326
+180
| +8% | +$27.4K | 0.16% | 49 |
|
|
2020
Q4 | $273K | Buy |
2,146
+128
| +6% | +$16.3K | 0.17% | 49 |
|
|
2020
Q3 | $194K | Sell |
2,018
-202
| -9% | -$19.4K | 0.15% | 52 |
|
|
2020
Q2 | $209K | Buy |
2,220
+129
| +6% | +$12.1K | 0.17% | 54 |
|
|
2020
Q1 | $188K | Sell |
2,091
-361
| -15% | -$32.5K | 0.14% | 56 |
|
|
2019
Q4 | $342K | Sell |
2,452
-68
| -3% | -$9.49K | 0.13% | 43 |
|
|
2019
Q3 | $297K | Buy |
2,520
+1
| +0% | +$118 | 0.13% | 43 |
|
|
2019
Q2 | $282K | Hold |
2,519
| – | – | 0.13% | 50 |
|
|
2019
Q1 | $255K | Buy |
2,519
+42
| +2% | +$4.25K | 0.12% | 53 |
|
|
2018
Q4 | $242K | Buy |
+2,477
| New | +$242K | 0.13% | 50 |
|