Morningstar Investment 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 | $811K | Buy |
+2,799
| New | +$811K | 0.07% | 84 |
|
|
2025
Q1 | – | Sell |
-2,852
| Closed | -$684K | – | 149 |
|
|
2024
Q4 | $684K | Sell |
2,852
-7,017
| -71% | -$1.68M | 0.05% | 102 |
|
|
2024
Q3 | $2.19M | Sell |
9,869
-6,075
| -38% | -$1.35M | 0.22% | 44 |
|
|
2024
Q2 | $3.23M | Sell |
15,944
-2,687
| -14% | -$544K | 0.34% | 34 |
|
|
2024
Q1 | $3.73M | Buy |
18,631
+680
| +4% | +$136K | 0.4% | 30 |
|
|
2023
Q4 | $3.05M | Buy |
+17,951
| New | +$3.05M | 0.35% | 34 |
|