Murphy Middleton Hinkle & Parker’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 | $707K | Hold |
2,881
| – | – | 0.4% | 75 |
|
|
2025
Q1 | $707K | Hold |
2,881
| – | – | 0.4% | 75 |
|
|
2024
Q4 | $691K | Buy |
2,881
+44
| +2% | +$10.5K | 0.39% | 75 |
|
|
2024
Q3 | $598K | Hold |
2,837
| – | – | 0.32% | 84 |
|
|
2024
Q2 | $574K | Hold |
2,837
| – | – | 0.33% | 80 |
|
|
2024
Q1 | $568K | Buy |
2,837
+55
| +2% | +$11K | 0.33% | 83 |
|
|
2023
Q4 | $473K | Hold |
2,782
| – | – | 0.29% | 88 |
|
|
2023
Q3 | $403K | Hold |
2,782
| – | – | 0.26% | 93 |
|
|
2023
Q2 | $405K | Hold |
2,782
| – | – | 0.25% | 97 |
|
|
2023
Q1 | $362K | Hold |
2,782
| – | – | 0.23% | 102 |
|
|
2022
Q4 | $373K | Hold |
2,782
| – | – | 0.23% | 100 |
|
|
2022
Q3 | $291K | Hold |
2,782
| – | – | 0.2% | 108 |
|
|
2022
Q2 | $313K | Hold |
2,782
| – | – | 0.2% | 109 |
|
|
2022
Q1 | $379K | Hold |
2,782
| – | – | 0.2% | 108 |
|
|
2021
Q4 | $440K | Buy |
2,782
+42
| +2% | +$6.64K | 0.23% | 101 |
|
|
2021
Q3 | $448K | Buy |
2,740
+1
| +0% | +$164 | 0.26% | 94 |
|
|
2021
Q2 | $426K | Hold |
2,739
| – | – | 0.24% | 98 |
|
|
2021
Q1 | $417K | Hold |
2,739
| – | – | 0.24% | 101 |
|
|
2020
Q4 | $348K | Sell |
2,739
-50
| -2% | -$6.35K | 0.23% | 105 |
|
|
2020
Q3 | $268K | Hold |
2,789
| – | – | 0.2% | 113 |
|
|
2020
Q2 | $262K | Hold |
2,789
| – | – | 0.19% | 111 |
|
|
2020
Q1 | $251K | Hold |
2,789
| – | – | 0.22% | 102 |
|
|
2019
Q4 | $389K | Buy |
2,789
+50
| +2% | +$6.97K | 0.26% | 97 |
|
|
2019
Q3 | $322K | Hold |
2,739
| – | – | 0.23% | 99 |
|
|
2019
Q2 | $306K | Hold |
2,739
| – | – | 0.22% | 102 |
|
|
2019
Q1 | $277K | Hold |
2,739
| – | – | 0.19% | 107 |
|
|
2018
Q4 | $267K | Hold |
2,739
| – | – | 0.2% | 105 |
|
|
2018
Q3 | $309K | Hold |
2,739
| – | – | 0.22% | 104 |
|
|
2018
Q2 | $285K | Hold |
2,739
| – | – | 0.21% | 106 |
|
|
2018
Q1 | $301K | Hold |
2,739
| – | – | 0.23% | 98 |
|
|
2017
Q4 | $293K | Buy |
+2,739
| New | +$293K | 0.22% | 103 |
|