McLean Asset Management’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 | $2M | Sell |
6,811
-845
| -11% | -$256K | 0.35% | 36 |
|
|
2025
Q4 | $2.36M | Buy |
7,656
+100
| +1% | +$31K | 0.42% | 34 |
|
|
2025
Q3 | $2.34M | Buy |
7,556
+162
| +2% | +$48.2K | 0.48% | 30 |
|
|
2025
Q2 | $2.16M | Buy |
7,394
+164
| +2% | +$41.9K | 0.57% | 30 |
|
|
2025
Q1 | $1.57M | Sell |
7,230
-300
| -4% | -$76.5K | 0.52% | 30 |
|
|
2024
Q4 | $1.8M | Buy |
7,530
+315
| +4% | +$73.4K | 0.54% | 30 |
|
|
2024
Q3 | $1.52M | Buy |
7,215
+717
| +11% | +$151K | 0.46% | 34 |
|
|
2024
Q2 | $1.35M | Buy |
6,498
+129
| +2% | +$25.2K | 0.44% | 38 |
|
|
2024
Q1 | $1.26M | Buy |
6,369
+4
| +0.1% | +$722 | 0.43% | 36 |
|
|
2023
Q4 | $1.1M | Buy |
6,365
+54
| +0.9% | +$8.18K | 0.41% | 35 |
|
|
2023
Q3 | $919K | Buy |
6,311
+19
| +0.3% | +$2.85K | 0.38% | 38 |
|
|
2023
Q2 | $915K | Buy |
6,292
+58
| +0.9% | +$7.98K | 0.36% | 37 |
|
|
2023
Q1 | $812K | Sell |
6,234
-241
| -4% | -$33K | 0.33% | 41 |
|
|
2022
Q4 | $868K | Buy |
6,475
+237
| +4% | +$30K | 0.3% | 46 |
|
|
2022
Q3 | $661K | Sell |
6,238
-284
| -4% | -$32.6K | 0.25% | 43 |
|
|
2022
Q2 | $730K | Sell |
6,522
-280
| -4% | -$34.7K | 0.29% | 38 |
|
|
2022
Q1 | $927K | Sell |
6,802
-108
| -2% | -$15.9K | 0.69% | 26 |
|
|
2021
Q4 | $1.16M | Sell |
6,910
-584
| -8% | -$95.9K | 0.45% | 26 |
|
|
2021
Q3 | $1.28M | Buy |
7,494
+757
| +11% | +$119K | 0.49% | 24 |
|
|
2021
Q2 | $1.02M | Buy |
6,737
+29
| +0.4% | +$4.55K | 0.46% | 25 |
|
|
2021
Q1 | $1.01M | Buy |
6,708
+66
| +1% | +$9.49K | 0.8% | 21 |
|
|
2020
Q4 | $844K | Buy |
+6,642
| New | +$742K | 0.74% | 23 |
|
Other funds holding JPM
VCM
VPM
