Marotta Asset Management’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 | $403K | Sell |
1,390
-1,189
| -46% | -$345K | 0.08% | 71 |
|
|
2025
Q1 | $544K | Buy |
2,579
+274
| +12% | +$57.8K | 0.11% | 68 |
|
|
2024
Q4 | $553K | Sell |
2,305
-274
| -11% | -$65.8K | 0.12% | 66 |
|
|
2024
Q3 | $544K | Sell |
2,579
-23
| -0.9% | -$4.85K | 0.11% | 68 |
|
|
2024
Q2 | $535K | Buy |
2,602
+597
| +30% | +$123K | 0.11% | 68 |
|
|
2024
Q1 | $402K | Sell |
2,005
-455
| -18% | -$91.1K | 0.08% | 78 |
|
|
2023
Q4 | $418K | Hold |
2,460
| – | – | 0.09% | 74 |
|
|
2023
Q3 | $357K | Buy |
2,460
+38
| +2% | +$5.51K | 0.08% | 78 |
|
|
2023
Q2 | $352K | Buy |
+2,422
| New | +$352K | 0.08% | 80 |
|
|
2022
Q4 | $325K | Sell |
2,422
-143
| -6% | -$19.2K | 0.08% | 83 |
|
|
2022
Q3 | $268K | Hold |
2,565
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $293K | Sell |
2,565
-260
| -9% | -$29.7K | 0.07% | 86 |
|
|
2022
Q1 | $385K | Buy |
2,825
+140
| +5% | +$19.1K | 0.09% | 79 |
|
|
2021
Q4 | $425K | Hold |
2,685
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $440K | Hold |
2,685
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $422K | Buy |
2,685
+231
| +9% | +$36.3K | 0.1% | 68 |
|
|
2021
Q1 | $377K | Buy |
2,454
+100
| +4% | +$15.4K | 0.1% | 69 |
|
|
2020
Q4 | $299K | Sell |
2,354
-250
| -10% | -$31.8K | 0.08% | 64 |
|
|
2020
Q3 | $251K | Hold |
2,604
| – | – | 0.08% | 73 |
|
|
2020
Q2 | $245K | Sell |
2,604
-201
| -7% | -$18.9K | 0.08% | 72 |
|
|
2020
Q1 | $237K | Hold |
2,805
| – | – | 0.09% | 69 |
|
|
2019
Q4 | $374K | Buy |
+2,805
| New | +$374K | 0.11% | 68 |
|