Martin & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.74M | Buy |
16,114
+162
| +1% | +$49.2K | 0.81% | 33 |
|
|
2025
Q4 | $5.14M | Buy |
15,952
+461
| +3% | +$143K | 0.88% | 28 |
|
|
2025
Q3 | $4.89M | Buy |
15,491
+87
| +0.6% | +$25.9K | 0.87% | 27 |
|
|
2025
Q2 | $4.47M | Sell |
15,404
-67
| -0.4% | -$17.1K | 0.82% | 31 |
|
|
2025
Q1 | $3.79M | Sell |
15,471
-116
| -0.7% | -$29.6K | 0.73% | 36 |
|
|
2024
Q4 | $3.74M | Sell |
15,587
-581
| -4% | -$135K | 0.93% | 38 |
|
|
2024
Q3 | $3.41M | Sell |
16,168
-77
| -0.5% | -$16.2K | 0.8% | 45 |
|
|
2024
Q2 | $3.29M | Sell |
16,245
-138
| -0.8% | -$27K | 0.83% | 38 |
|
|
2024
Q1 | $3.28M | Sell |
16,383
-242
| -1% | -$43.7K | 0.8% | 41 |
|
|
2023
Q4 | $2.83M | Sell |
16,625
-578
| -3% | -$87.6K | 0.7% | 53 |
|
|
2023
Q3 | $2.49M | Buy |
17,203
+806
| +5% | +$121K | 0.65% | 55 |
|
|
2023
Q2 | $2.38M | Sell |
16,397
-559
| -3% | -$76.9K | 0.6% | 56 |
|
|
2023
Q1 | $2.21M | Sell |
16,956
-403
| -2% | -$55.2K | 0.57% | 63 |
|
|
2022
Q4 | $2.33M | Buy |
17,359
+295
| +2% | +$37.4K | 0.61% | 63 |
|
|
2022
Q3 | $1.78M | Buy |
17,064
+305
| +2% | +$35K | 0.53% | 70 |
|
|
2022
Q2 | $1.89M | Buy |
16,759
+348
| +2% | +$43.1K | 0.54% | 69 |
|
|
2022
Q1 | $2.24M | Sell |
16,411
-1,237
| -7% | -$183K | 0.57% | 61 |
|
|
2021
Q4 | $2.79M | Sell |
17,648
-136
| -0.8% | -$22.3K | 0.64% | 52 |
|
|
2021
Q3 | $2.91M | Buy |
17,784
+1,423
| +9% | +$223K | 0.69% | 51 |
|
|
2021
Q2 | $2.54M | Sell |
16,361
-1,100
| -6% | -$173K | 0.63% | 57 |
|
|
2021
Q1 | $2.66M | Sell |
17,461
-512
| -3% | -$73.7K | 0.67% | 53 |
|
|
2020
Q4 | $2.28M | Hold |
17,973
| – | – | 0.58% | 58 |
|
|
2020
Q3 | $1.73M | Sell |
17,973
-40
| -0.2% | -$3.93K | 0.51% | 67 |
|
|
2020
Q2 | $1.69M | Sell |
18,013
-125
| -0.7% | -$11.9K | 0.53% | 66 |
|
|
2020
Q1 | $1.63M | Sell |
18,138
-5,725
| -24% | -$696K | 0.58% | 57 |
|
|
2019
Q4 | $3.33M | Sell |
23,863
-100
| -0.4% | -$12.8K | 0.96% | 36 |
|
|
2019
Q3 | $2.82M | Sell |
23,963
-50
| -0.2% | -$5.66K | 0.85% | 41 |
|
|
2019
Q2 | $2.69M | Sell |
24,013
-121
| -0.5% | -$13.3K | 0.8% | 41 |
|
|
2019
Q1 | $2.44M | Buy |
24,134
+41
| +0.2% | +$4.22K | 0.74% | 47 |
|
|
2018
Q4 | $2.35M | Sell |
24,093
-185
| -0.8% | -$19.7K | 0.83% | 39 |
|
|
2018
Q3 | $2.74M | Sell |
24,278
-185
| -0.8% | -$21K | 0.83% | 39 |
|
|
2018
Q2 | $2.55M | Sell |
24,463
-85
| -0.3% | -$9.32K | 0.81% | 47 |
|
|
2018
Q1 | $2.7M | Sell |
24,548
-13,040
| -35% | -$1.48M | 0.9% | 38 |
|
|
2017
Q4 | $4.02M | Sell |
37,588
-232
| -0.6% | -$23.5K | 1.27% | 20 |
|
|
2017
Q3 | $3.61M | Sell |
37,820
-4,175
| -10% | -$385K | 1.18% | 25 |
|
|
2017
Q2 | $3.84M | Buy |
41,995
+95
| +0.2% | +$8.2K | 1.18% | 28 |
|
|
2017
Q1 | $3.68M | Buy |
41,900
+33
| +0.1% | +$2.91K | 1.17% | 30 |
|
|
2016
Q4 | $3.61M | Sell |
41,867
-940
| -2% | -$71.7K | 1.17% | 33 |
|
|
2016
Q3 | $2.85M | Buy |
42,807
+100
| +0.2% | +$6.52K | 0.94% | 48 |
|
|
2016
Q2 | $2.65M | Sell |
42,707
-1,968
| -4% | -$123K | 0.86% | 51 |
|
|
2016
Q1 | $2.65M | Sell |
44,675
-44,783
| -50% | -$2.62M | 0.84% | 53 |
|
|
2015
Q4 | $5.91M | Sell |
89,458
-168
| -0.2% | -$10.9K | 1.88% | 16 |
|
|
2015
Q3 | $5.46M | Buy |
89,626
+1,625
| +2% | +$106K | 1.83% | 15 |
|
|
2015
Q2 | $5.96M | Buy |
88,001
+870
| +1% | +$56.8K | 1.95% | 15 |
|
|
2015
Q1 | $5.28M | Buy |
87,131
+300
| +0.3% | +$17.8K | 1.69% | 18 |
|
|
2014
Q4 | $5.43M | Buy |
86,831
+871
| +1% | +$52.4K | 1.72% | 17 |
|
|
2014
Q3 | $5.18M | Buy |
85,960
+763
| +0.9% | +$44.6K | 1.72% | 18 |
|
|
2014
Q2 | $4.91M | Buy |
85,197
+1,085
| +1% | +$61K | 1.59% | 20 |
|
|
2014
Q1 | $5.11M | Buy |
84,112
+1,921
| +2% | +$111K | 1.75% | 16 |
|
|
2013
Q4 | $4.81M | Sell |
82,191
-30
| -0% | -$1.64K | 1.65% | 21 |
|
|
2013
Q3 | $4.25M | Buy |
82,221
+567
| +0.7% | +$30.4K | 1.53% | 22 |
|
|
2013
Q2 | $4.31M | Buy |
+81,654
| New | +$4.15M | 1.55% | 20 |
|
Other funds holding JPM
VCM
VPM
