Money Concepts Capital’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 | $2.71M | Sell |
9,359
-1,615
| -15% | -$468K | 0.18% | 115 |
|
|
2025
Q1 | $2.69M | Buy |
10,974
+799
| +8% | +$196K | 0.2% | 118 |
|
|
2024
Q4 | $2.44M | Sell |
10,175
-1,212
| -11% | -$291K | 0.18% | 130 |
|
|
2024
Q3 | $2.4M | Sell |
11,387
-236
| -2% | -$49.8K | 0.18% | 124 |
|
|
2024
Q2 | $2.35M | Buy |
11,623
+352
| +3% | +$71.2K | 0.2% | 126 |
|
|
2024
Q1 | $2.26M | Buy |
11,271
+169
| +2% | +$33.9K | 0.21% | 130 |
|
|
2023
Q4 | $1.89M | Sell |
11,102
-599
| -5% | -$102K | 0.18% | 141 |
|
|
2023
Q3 | $1.7M | Sell |
11,701
-1,140
| -9% | -$165K | 0.18% | 144 |
|
|
2023
Q2 | $1.87M | Sell |
12,841
-18,610
| -59% | -$2.71M | 0.19% | 133 |
|
|
2023
Q1 | $4.13M | Sell |
31,451
-21,340
| -40% | -$2.81M | 0.23% | 86 |
|
|
2022
Q4 | $7.08M | Buy |
52,791
+24,688
| +88% | +$3.31M | 0.32% | 63 |
|
|
2022
Q3 | $2.94M | Buy |
28,103
+16,136
| +135% | +$1.69M | 0.17% | 112 |
|
|
2022
Q2 | $1.37M | Sell |
11,967
-14,007
| -54% | -$1.6M | 0.12% | 173 |
|
|
2022
Q1 | $3.54M | Buy |
25,974
+17,074
| +192% | +$2.33M | 0.2% | 104 |
|
|
2021
Q4 | $1.41M | Buy |
+8,900
| New | +$1.41M | 0.12% | 171 |
|
|
2021
Q1 | $1.12M | Buy |
7,372
+554
| +8% | +$84.3K | 0.09% | 205 |
|
|
2020
Q4 | $866K | Buy |
+6,818
| New | +$866K | 0.08% | 208 |
|