Mark Sheptoff Financial Planning’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 | $284K | Buy |
978
+38
| +4% | +$11K | 0.15% | 78 |
|
|
2025
Q1 | $218K | Sell |
940
-800
| -46% | -$186K | 0.12% | 85 |
|
|
2024
Q4 | $417K | Hold |
1,740
| – | – | 0.22% | 64 |
|
|
2024
Q3 | $367K | Hold |
1,740
| – | – | 0.19% | 63 |
|
|
2024
Q2 | $352K | Hold |
1,740
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $349K | Hold |
1,740
| – | – | 0.19% | 69 |
|
|
2023
Q4 | $296K | Hold |
1,740
| – | – | 0.18% | 71 |
|
|
2023
Q3 | $252K | Hold |
1,740
| – | – | 0.16% | 73 |
|
|
2023
Q2 | $253K | Hold |
1,740
| – | – | 0.14% | 81 |
|
|
2023
Q1 | $227K | Hold |
1,740
| – | – | 0.13% | 88 |
|
|
2022
Q4 | $233K | Hold |
1,740
| – | – | 0.14% | 85 |
|
|
2022
Q3 | $182K | Sell |
1,740
-1,169
| -40% | -$122K | 0.11% | 88 |
|
|
2022
Q2 | $328K | Buy |
2,909
+452
| +18% | +$51K | 0.19% | 74 |
|
|
2022
Q1 | $335K | Buy |
2,457
+501
| +26% | +$68.3K | 0.17% | 81 |
|
|
2021
Q4 | $310K | Buy |
1,956
+13
| +0.7% | +$2.06K | 0.15% | 81 |
|
|
2021
Q3 | $318K | Buy |
1,943
+501
| +35% | +$82K | 0.18% | 80 |
|
|
2021
Q2 | $224K | Sell |
1,442
-550
| -28% | -$85.4K | 0.12% | 98 |
|
|
2021
Q1 | $303K | Buy |
1,992
+551
| +38% | +$83.8K | 0.17% | 77 |
|
|
2020
Q4 | $183K | Buy |
1,441
+1
| +0.1% | +$127 | 0.1% | 100 |
|
|
2020
Q3 | $139K | Buy |
1,440
+600
| +71% | +$57.9K | 0.09% | 109 |
|
|
2020
Q2 | $79K | Sell |
840
-100
| -11% | -$9.41K | 0.05% | 125 |
|
|
2020
Q1 | $85K | Sell |
940
-1,550
| -62% | -$140K | 0.06% | 110 |
|
|
2019
Q4 | $347K | Buy |
2,490
+1,750
| +236% | +$244K | 0.22% | 69 |
|
|
2019
Q3 | $87K | Sell |
740
-2,236
| -75% | -$263K | 0.06% | 119 |
|
|
2019
Q2 | $333K | Buy |
2,976
+603
| +25% | +$67.5K | 0.23% | 72 |
|
|
2019
Q1 | $240K | Buy |
2,373
+41
| +2% | +$4.15K | 0.17% | 85 |
|
|
2018
Q4 | $228K | Buy |
2,332
+3
| +0.1% | +$293 | 0.19% | 77 |
|
|
2018
Q3 | $263K | Buy |
2,329
+500
| +27% | +$56.5K | 0.18% | 90 |
|
|
2018
Q2 | $191K | Buy |
1,829
+1
| +0.1% | +$104 | 0.14% | 97 |
|
|
2018
Q1 | $201K | Buy |
1,828
+300
| +20% | +$33K | 0.14% | 100 |
|
|
2017
Q4 | $163K | Hold |
1,528
| – | – | 0.11% | 117 |
|
|
2017
Q3 | $146K | Hold |
1,528
| – | – | 0.1% | 124 |
|
|
2017
Q2 | $140K | Sell |
1,528
-1
| -0.1% | -$92 | 0.1% | 125 |
|
|
2017
Q1 | $134K | Buy |
1,529
+1
| +0.1% | +$88 | 0.1% | 130 |
|
|
2016
Q4 | $132K | Hold |
1,528
| – | – | 0.1% | 123 |
|
|
2016
Q3 | $102K | Buy |
1,528
+200
| +15% | +$13.4K | 0.08% | 129 |
|
|
2016
Q2 | $83K | Buy |
1,328
+58
| +5% | +$3.63K | 0.06% | 133 |
|
|
2016
Q1 | $75K | Sell |
1,270
-244
| -16% | -$14.4K | 0.06% | 129 |
|
|
2015
Q4 | $100K | Sell |
1,514
-491
| -24% | -$32.4K | 0.08% | 135 |
|
|
2015
Q3 | $122K | Buy |
2,005
+394
| +24% | +$24K | 0.11% | 123 |
|
|
2015
Q2 | $109K | Buy |
1,611
+1
| +0.1% | +$68 | 0.09% | 138 |
|
|
2015
Q1 | $98K | Buy |
1,610
+500
| +45% | +$30.4K | 0.08% | 140 |
|
|
2014
Q4 | $69K | Buy |
1,110
+110
| +11% | +$6.84K | 0.06% | 148 |
|
|
2014
Q3 | $60K | Hold |
1,000
| – | – | 0.05% | 160 |
|
|
2014
Q2 | $58K | Hold |
1,000
| – | – | 0.05% | 169 |
|
|
2014
Q1 | $61K | Buy |
+1,000
| New | +$61K | 0.05% | 169 |
|