Marquette 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 | $116K | Hold |
400
| – | – | 0.02% | 59 |
|
|
2025
Q1 | $98.1K | Hold |
400
| – | – | 0.02% | 75 |
|
|
2024
Q4 | $95.9K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $84.3K | Hold |
400
| – | – | 0.01% | 144 |
|
|
2024
Q2 | $80.9K | Hold |
400
| – | – | 0.01% | 123 |
|
|
2024
Q1 | $80.1K | Hold |
400
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $68K | Hold |
400
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $58K | Hold |
400
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $58.2K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $52.1K | Hold |
400
| – | – | 0.01% | 146 |
|
|
2022
Q4 | $53.6K | Sell |
400
-823
| -67% | -$110K | 0.02% | 149 |
|
|
2022
Q3 | $128K | Sell |
1,223
-335
| -22% | -$35.1K | 0.04% | 89 |
|
|
2022
Q2 | $175K | Hold |
1,558
| – | – | 0.05% | 85 |
|
|
2022
Q1 | $212K | Hold |
1,558
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $247K | Sell |
1,558
-24
| -2% | -$3.81K | 0.05% | 85 |
|
|
2021
Q3 | $259K | Buy |
1,582
+24
| +2% | +$3.93K | 0.06% | 81 |
|
|
2021
Q2 | $242K | Hold |
1,558
| – | – | 0.05% | 80 |
|
|
2021
Q1 | $237K | Hold |
1,558
| – | – | 0.06% | 79 |
|
|
2020
Q4 | $198K | Hold |
1,558
| – | – | 0.05% | 92 |
|
|
2020
Q3 | $150K | Hold |
1,558
| – | – | 0.04% | 84 |
|
|
2020
Q2 | $147K | Hold |
1,558
| – | – | 0.05% | 86 |
|
|
2020
Q1 | $140K | Buy |
1,558
+400
| +35% | +$35.9K | 0.06% | 82 |
|
|
2019
Q4 | $161K | Hold |
1,158
| – | – | 0.05% | 77 |
|
|
2019
Q3 | $136K | Buy |
1,158
+200
| +21% | +$23.5K | 0.05% | 86 |
|
|
2019
Q2 | $107K | Hold |
958
| – | – | 0.04% | 94 |
|
|
2019
Q1 | $97K | Buy |
+958
| New | +$97K | 0.03% | 103 |
|