McDaniel Terry & Co’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 | $1.67M | Sell |
5,745
-421
| -7% | -$122K | 0.14% | 46 |
|
|
2025
Q1 | $1.51M | Sell |
6,166
-43
| -0.7% | -$10.6K | 0.13% | 48 |
|
|
2024
Q4 | $1.49M | Hold |
6,209
| – | – | 0.12% | 45 |
|
|
2024
Q3 | $1.31M | Buy |
6,209
+450
| +8% | +$94.9K | 0.11% | 46 |
|
|
2024
Q2 | $1.17M | Sell |
5,759
-349
| -6% | -$70.6K | 0.1% | 49 |
|
|
2024
Q1 | $1.22M | Buy |
6,108
+450
| +8% | +$90.1K | 0.11% | 49 |
|
|
2023
Q4 | $962K | Sell |
5,658
-264
| -4% | -$44.9K | 0.09% | 52 |
|
|
2023
Q3 | $859K | Buy |
5,922
+47
| +0.8% | +$6.82K | 0.09% | 54 |
|
|
2023
Q2 | $854K | Sell |
5,875
-592
| -9% | -$86.1K | 0.09% | 52 |
|
|
2023
Q1 | $843K | Sell |
6,467
-1,721
| -21% | -$224K | 0.09% | 49 |
|
|
2022
Q4 | $1.1M | Hold |
8,188
| – | – | 0.13% | 42 |
|
|
2022
Q3 | $856K | Buy |
8,188
+824
| +11% | +$86.1K | 0.11% | 44 |
|
|
2022
Q2 | $829K | Buy |
7,364
+1,475
| +25% | +$166K | 0.1% | 44 |
|
|
2022
Q1 | $803K | Sell |
5,889
-326
| -5% | -$44.5K | 0.09% | 48 |
|
|
2021
Q4 | $984K | Buy |
6,215
+1,395
| +29% | +$221K | 0.1% | 50 |
|
|
2021
Q3 | $789K | Hold |
4,820
| – | – | 0.09% | 48 |
|
|
2021
Q2 | $750K | Hold |
4,820
| – | – | 0.09% | 50 |
|
|
2021
Q1 | $734K | Hold |
4,820
| – | – | 0.09% | 47 |
|
|
2020
Q4 | $612K | Buy |
4,820
+21
| +0.4% | +$2.67K | 0.08% | 49 |
|
|
2020
Q3 | $462K | Hold |
4,799
| – | – | 0.07% | 52 |
|
|
2020
Q2 | $451K | Hold |
4,799
| – | – | 0.07% | 54 |
|
|
2020
Q1 | $432K | Hold |
4,799
| – | – | 0.08% | 44 |
|
|
2019
Q4 | $669K | Hold |
4,799
| – | – | 0.1% | 43 |
|
|
2019
Q3 | $565K | Buy |
4,799
+2,726
| +132% | +$321K | 0.09% | 45 |
|
|
2019
Q2 | $232K | Sell |
2,073
-391
| -16% | -$43.8K | 0.04% | 60 |
|
|
2019
Q1 | $249K | Buy |
+2,464
| New | +$249K | 0.04% | 55 |
|
|
2016
Q3 | – | Sell |
-4,710
| Closed | -$293K | – | 65 |
|
|
2016
Q2 | $293K | Buy |
+4,710
| New | +$293K | 0.07% | 54 |
|