Monarch Capital 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 | $6.38M | Sell |
22,000
-550
| -2% | -$159K | 1.71% | 20 |
|
|
2025
Q1 | $5.53M | Sell |
22,550
-4,257
| -16% | -$1.04M | 1.54% | 25 |
|
|
2024
Q4 | $6.43M | Sell |
26,807
-1,585
| -6% | -$380K | 1.76% | 19 |
|
|
2024
Q3 | $5.99M | Buy |
28,392
+421
| +2% | +$88.8K | 1.61% | 24 |
|
|
2024
Q2 | $5.66M | Sell |
27,971
-765
| -3% | -$155K | 1.66% | 21 |
|
|
2024
Q1 | $5.76M | Sell |
28,736
-262
| -0.9% | -$52.5K | 1.62% | 24 |
|
|
2023
Q4 | $4.93M | Sell |
28,998
-1,312
| -4% | -$223K | 1.49% | 26 |
|
|
2023
Q3 | $4.4M | Sell |
30,310
-20
| -0.1% | -$2.9K | 1.41% | 26 |
|
|
2023
Q2 | $4.41M | Sell |
30,330
-326
| -1% | -$47.4K | 1.34% | 29 |
|
|
2023
Q1 | $3.99M | Sell |
30,656
-1,515
| -5% | -$197K | 1.23% | 33 |
|
|
2022
Q4 | $4.31M | Sell |
32,171
-1,057
| -3% | -$142K | 1.32% | 33 |
|
|
2022
Q3 | $3.47M | Sell |
33,228
-87
| -0.3% | -$9.09K | 1.13% | 35 |
|
|
2022
Q2 | $3.75M | Sell |
33,315
-1
| -0% | -$113 | 1.12% | 35 |
|
|
2022
Q1 | $4.54M | Buy |
33,316
+880
| +3% | +$120K | 1.2% | 34 |
|
|
2021
Q4 | $5.14M | Buy |
32,436
+471
| +1% | +$74.6K | 1.32% | 28 |
|
|
2021
Q3 | $5.23M | Buy |
31,965
+2,137
| +7% | +$350K | 1.45% | 28 |
|
|
2021
Q2 | $4.64M | Buy |
29,828
+6,325
| +27% | +$984K | 1.33% | 30 |
|
|
2021
Q1 | $3.58M | Sell |
23,503
-1,260
| -5% | -$192K | 1.06% | 35 |
|
|
2020
Q4 | $3.15M | Sell |
24,763
-250
| -1% | -$31.8K | 0.99% | 36 |
|
|
2020
Q3 | $2.41M | Sell |
25,013
-215
| -0.9% | -$20.7K | 0.84% | 39 |
|
|
2020
Q2 | $2.37M | Sell |
25,228
-971
| -4% | -$91.3K | 0.87% | 37 |
|
|
2020
Q1 | $2.36M | Buy |
26,199
+2,659
| +11% | +$239K | 0.96% | 37 |
|
|
2019
Q4 | $3.28M | Buy |
23,540
+295
| +1% | +$41.1K | 1.07% | 37 |
|
|
2019
Q3 | $2.74M | Buy |
23,245
+50
| +0.2% | +$5.89K | 0.96% | 37 |
|
|
2019
Q2 | $2.59M | Sell |
23,195
-570
| -2% | -$63.7K | 0.93% | 37 |
|
|
2019
Q1 | $2.41M | Buy |
23,765
+709
| +3% | +$71.8K | 0.87% | 38 |
|
|
2018
Q4 | $2.25M | Buy |
23,056
+880
| +4% | +$85.9K | 0.91% | 38 |
|
|
2018
Q3 | $2.5M | Sell |
22,176
-930
| -4% | -$105K | 0.91% | 38 |
|
|
2018
Q2 | $2.41M | Hold |
23,106
| – | – | 0.92% | 40 |
|
|
2018
Q1 | $2.54M | Sell |
23,106
-650
| -3% | -$71.5K | 0.98% | 39 |
|
|
2017
Q4 | $2.54M | Sell |
23,756
-190
| -0.8% | -$20.3K | 0.94% | 39 |
|
|
2017
Q3 | $2.29M | Sell |
23,946
-1,240
| -5% | -$118K | 0.85% | 39 |
|
|
2017
Q2 | $2.3M | Sell |
25,186
-1,800
| -7% | -$165K | 0.87% | 39 |
|
|
2017
Q1 | $2.37M | Sell |
26,986
-716
| -3% | -$62.9K | 0.87% | 42 |
|
|
2016
Q4 | $2.39M | Sell |
27,702
-250
| -0.9% | -$21.6K | 0.89% | 42 |
|
|
2016
Q3 | $1.86M | Buy |
27,952
+435
| +2% | +$29K | 0.7% | 44 |
|
|
2016
Q2 | $1.71M | Sell |
27,517
-500
| -2% | -$31.1K | 0.64% | 46 |
|
|
2016
Q1 | $1.66M | Buy |
28,017
+588
| +2% | +$34.8K | 0.6% | 51 |
|
|
2015
Q4 | $1.81M | Hold |
27,429
| – | – | 0.7% | 49 |
|
|
2015
Q3 | $1.67M | Hold |
27,429
| – | – | 0.68% | 50 |
|
|
2015
Q2 | $1.86M | Sell |
27,429
-10
| -0% | -$678 | 0.71% | 48 |
|
|
2015
Q1 | $1.66M | Buy |
27,439
+660
| +2% | +$40K | 0.63% | 51 |
|
|
2014
Q4 | $1.68M | Hold |
26,779
| – | – | 0.63% | 49 |
|
|
2014
Q3 | $1.61M | Sell |
26,779
-3,100
| -10% | -$187K | 0.64% | 48 |
|
|
2014
Q2 | $1.72M | Buy |
29,879
+350
| +1% | +$20.2K | 0.67% | 46 |
|
|
2014
Q1 | $1.79M | Hold |
29,529
| – | – | 0.71% | 45 |
|
|
2013
Q4 | $1.73M | Hold |
29,529
| – | – | 0.68% | 50 |
|
|
2013
Q3 | $1.53M | Sell |
29,529
-307
| -1% | -$15.9K | 0.64% | 50 |
|
|
2013
Q2 | $1.58M | Buy |
+29,836
| New | +$1.58M | 0.68% | 48 |
|