McIlrath & Eck’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 | $2.04M | Sell |
6,936
-132
| -2% | -$40.1K | 0.15% | 75 |
|
|
2025
Q4 | $2.28M | Buy |
7,068
+347
| +5% | +$107K | 0.21% | 53 |
|
|
2025
Q3 | $2.12M | Buy |
6,721
+129
| +2% | +$38.4K | 0.22% | 47 |
|
|
2025
Q2 | $1.91M | Buy |
6,592
+75
| +1% | +$19.1K | 0.22% | 46 |
|
|
2025
Q1 | $1.6M | Buy |
6,517
+225
| +4% | +$57.4K | 0.2% | 47 |
|
|
2024
Q4 | $1.51M | Buy |
6,292
+45
| +0.7% | +$10.5K | 0.19% | 47 |
|
|
2024
Q3 | $1.32M | Sell |
6,247
-180
| -3% | -$37.9K | 0.17% | 46 |
|
|
2024
Q2 | $1.3M | Buy |
6,427
+158
| +3% | +$30.9K | 0.19% | 45 |
|
|
2024
Q1 | $1.26M | Buy |
6,269
+14
| +0.2% | +$2.53K | 0.2% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
6,255
+55
| +0.9% | +$8.34K | 0.19% | 42 |
|
|
2023
Q3 | $899K | Sell |
6,200
-10
| -0.2% | -$1.5K | 0.18% | 46 |
|
|
2023
Q2 | $903K | Buy |
6,210
+110
| +2% | +$15.1K | 0.19% | 41 |
|
|
2023
Q1 | $795K | Buy |
6,100
+123
| +2% | +$16.9K | 0.19% | 42 |
|
|
2022
Q4 | $802K | Buy |
5,977
+154
| +3% | +$19.5K | 0.21% | 40 |
|
|
2022
Q3 | $609K | Buy |
5,823
+253
| +5% | +$29K | 0.17% | 40 |
|
|
2022
Q2 | $627K | Buy |
5,570
+50
| +0.9% | +$6.2K | 0.19% | 36 |
|
|
2022
Q1 | $752K | Buy |
5,520
+171
| +3% | +$25.2K | 0.22% | 28 |
|
|
2021
Q4 | $847K | Buy |
5,349
+112
| +2% | +$18.4K | 0.23% | 27 |
|
|
2021
Q3 | $857K | Sell |
5,237
-4
| -0.1% | -$627 | 0.26% | 26 |
|
|
2021
Q2 | $815K | Buy |
5,241
+133
| +3% | +$20.9K | 0.25% | 26 |
|
|
2021
Q1 | $778K | Buy |
5,108
+370
| +8% | +$53.2K | 0.27% | 23 |
|
|
2020
Q4 | $602K | Buy |
4,738
+3,901
| +466% | +$436K | 0.22% | 27 |
|
|
2020
Q3 | $81K | Hold |
837
| – | – | 0.03% | 103 |
|
|
2020
Q2 | $79K | Buy |
837
+212
| +34% | +$20.1K | 0.04% | 91 |
|
|
2020
Q1 | $56K | Sell |
625
-135
| -18% | -$16.4K | 0.03% | 109 |
|
|
2019
Q4 | $106K | Sell |
760
-41
| -5% | -$5.26K | 0.05% | 74 |
|
|
2019
Q3 | $94K | Hold |
801
| – | – | 0.05% | 75 |
|
|
2019
Q2 | $81K | Hold |
801
| – | – | 0.04% | 91 |
|
|
2019
Q1 | $81K | Buy |
801
+77
| +11% | +$7.93K | 0.04% | 91 |
|
|
2018
Q4 | $71K | Buy |
724
+41
| +6% | +$4.37K | 0.05% | 92 |
|
|
2018
Q3 | $77K | Buy |
683
+8
| +1% | +$908 | 0.04% | 99 |
|
|
2018
Q2 | $70K | Sell |
675
-1,339
| -66% | -$147K | 0.04% | 95 |
|
|
2018
Q1 | $221K | Hold |
2,014
| – | – | 0.13% | 44 |
|
|
2017
Q4 | $215K | Buy |
+2,014
| New | +$204K | 0.13% | 48 |
|
Other funds holding JPM
VCM
VPM
