Motley Fool Asset 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 | $42.3M | Buy |
145,974
+15,910
| +12% | +$4.61M | 1.95% | 13 |
|
|
2025
Q1 | $31.9M | Sell |
130,064
-1,924
| -1% | -$472K | 1.79% | 15 |
|
|
2024
Q4 | $31.6M | Buy |
131,988
+17,488
| +15% | +$4.19M | 1.65% | 13 |
|
|
2024
Q3 | $23.7M | Buy |
114,500
+3,009
| +3% | +$623K | 1.4% | 17 |
|
|
2024
Q2 | $22.9M | Buy |
111,491
+26,392
| +31% | +$5.42M | 1.52% | 15 |
|
|
2024
Q1 | $17M | Buy |
85,099
+5,491
| +7% | +$1.1M | 1.1% | 20 |
|
|
2023
Q4 | $13.5M | Buy |
79,608
+3,967
| +5% | +$675K | 1.01% | 27 |
|
|
2023
Q3 | $11M | Buy |
75,641
+5,764
| +8% | +$836K | 0.88% | 33 |
|
|
2023
Q2 | $10.2M | Buy |
69,877
+5,267
| +8% | +$766K | 0.9% | 33 |
|
|
2023
Q1 | $8.42M | Sell |
64,610
-687
| -1% | -$89.5K | 0.93% | 38 |
|
|
2022
Q4 | $8.76M | Sell |
65,297
-2,016
| -3% | -$270K | 0.99% | 33 |
|
|
2022
Q3 | $7.03M | Buy |
67,313
+190
| +0.3% | +$19.9K | 0.69% | 48 |
|
|
2022
Q2 | $7.56M | Sell |
67,123
-3,944
| -6% | -$444K | 0.71% | 47 |
|
|
2022
Q1 | $9.69M | Buy |
+71,067
| New | +$9.69M | 0.71% | 43 |
|
|
2019
Q2 | – | Sell |
-53,473
| Closed | -$5.41M | – | 175 |
|
|
2019
Q1 | $5.41M | Buy |
53,473
+8,463
| +19% | +$857K | 0.63% | 57 |
|
|
2018
Q4 | $4.39M | Buy |
45,010
+849
| +2% | +$82.9K | 0.61% | 57 |
|
|
2018
Q3 | $4.98M | Buy |
44,161
+7,703
| +21% | +$869K | 0.61% | 50 |
|
|
2018
Q2 | $3.8M | Buy |
+36,458
| New | +$3.8M | 0.51% | 55 |
|