Norris Perne & French’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 | $3.17M | Sell |
10,948
-1,998
| -15% | -$579K | 0.22% | 66 |
|
|
2025
Q1 | $3.18M | Hold |
12,946
| – | – | 0.24% | 62 |
|
|
2024
Q4 | $3.1M | Sell |
12,946
-80
| -0.6% | -$19.2K | 0.22% | 61 |
|
|
2024
Q3 | $2.75M | Buy |
13,026
+1,979
| +18% | +$417K | 0.19% | 65 |
|
|
2024
Q2 | $2.23M | Buy |
11,047
+68
| +0.6% | +$13.8K | 0.16% | 68 |
|
|
2024
Q1 | $2.2M | Sell |
10,979
-40
| -0.4% | -$8.01K | 0.16% | 65 |
|
|
2023
Q4 | $1.87M | Buy |
11,019
+386
| +4% | +$65.7K | 0.15% | 64 |
|
|
2023
Q3 | $1.54M | Sell |
10,633
-663
| -6% | -$96.2K | 0.13% | 64 |
|
|
2023
Q2 | $1.64M | Buy |
11,296
+140
| +1% | +$20.4K | 0.14% | 64 |
|
|
2023
Q1 | $1.45M | Buy |
11,156
+95
| +0.9% | +$12.4K | 0.13% | 62 |
|
|
2022
Q4 | $1.48M | Buy |
11,061
+309
| +3% | +$41.4K | 0.15% | 66 |
|
|
2022
Q3 | $1.12M | Buy |
10,752
+142
| +1% | +$14.8K | 0.12% | 68 |
|
|
2022
Q2 | $1.2M | Buy |
10,610
+887
| +9% | +$99.9K | 0.11% | 69 |
|
|
2022
Q1 | $1.33M | Sell |
9,723
-104,727
| -92% | -$14.3M | 0.11% | 70 |
|
|
2021
Q4 | $18.1M | Buy |
114,450
+2,182
| +2% | +$346K | 1.41% | 31 |
|
|
2021
Q3 | $18.4M | Sell |
112,268
-21,241
| -16% | -$3.48M | 1.58% | 20 |
|
|
2021
Q2 | $20.8M | Buy |
133,509
+580
| +0.4% | +$90.2K | 1.79% | 15 |
|
|
2021
Q1 | $20.2M | Sell |
132,929
-426
| -0.3% | -$64.9K | 1.88% | 16 |
|
|
2020
Q4 | $16.9M | Buy |
133,355
+8,197
| +7% | +$1.04M | 1.6% | 24 |
|
|
2020
Q3 | $12M | Buy |
125,158
+5,658
| +5% | +$545K | 1.31% | 37 |
|
|
2020
Q2 | $11.2M | Buy |
119,500
+12,832
| +12% | +$1.21M | 1.37% | 35 |
|
|
2020
Q1 | $9.6M | Buy |
106,668
+3,124
| +3% | +$281K | 1.44% | 34 |
|
|
2019
Q4 | $14.4M | Sell |
103,544
-1,587
| -2% | -$221K | 1.72% | 21 |
|
|
2019
Q3 | $12.4M | Buy |
105,131
+661
| +0.6% | +$77.8K | 1.54% | 22 |
|
|
2019
Q2 | $11.7M | Sell |
104,470
-36
| -0% | -$4.03K | 1.48% | 26 |
|
|
2019
Q1 | $10.6M | Buy |
104,506
+4,516
| +5% | +$457K | 1.39% | 30 |
|
|
2018
Q4 | $9.76M | Buy |
99,990
+16,862
| +20% | +$1.65M | 1.53% | 28 |
|
|
2018
Q3 | $9.38M | Buy |
83,128
+1,874
| +2% | +$211K | 1.23% | 38 |
|
|
2018
Q2 | $8.47M | Buy |
81,254
+2,244
| +3% | +$234K | 1.23% | 38 |
|
|
2018
Q1 | $8.69M | Sell |
79,010
-1,023
| -1% | -$113K | 1.26% | 36 |
|
|
2017
Q4 | $8.56M | Sell |
80,033
-95
| -0.1% | -$10.2K | 1.24% | 35 |
|
|
2017
Q3 | $7.65M | Buy |
80,128
+88
| +0.1% | +$8.41K | 1.19% | 38 |
|
|
2017
Q2 | $7.32M | Buy |
80,040
+3,390
| +4% | +$310K | 1.23% | 35 |
|
|
2017
Q1 | $6.73M | Sell |
76,650
-20,860
| -21% | -$1.83M | 1.26% | 32 |
|
|
2016
Q4 | $8.41M | Sell |
97,510
-101
| -0.1% | -$8.72K | 1.66% | 16 |
|
|
2016
Q3 | $6.5M | Buy |
97,611
+7,636
| +8% | +$508K | 1.35% | 29 |
|
|
2016
Q2 | $5.59M | Sell |
89,975
-4,904
| -5% | -$305K | 1.2% | 34 |
|
|
2016
Q1 | $5.62M | Buy |
94,879
+13,615
| +17% | +$806K | 1.16% | 32 |
|
|
2015
Q4 | $5.37M | Buy |
81,264
+21,086
| +35% | +$1.39M | 1.12% | 31 |
|
|
2015
Q3 | $3.67M | Buy |
60,178
+459
| +0.8% | +$28K | 0.88% | 38 |
|
|
2015
Q2 | $4.05M | Buy |
59,719
+1,224
| +2% | +$82.9K | 0.77% | 46 |
|
|
2015
Q1 | $3.54M | Buy |
58,495
+5,374
| +10% | +$326K | 0.66% | 50 |
|
|
2014
Q4 | $3.32M | Buy |
53,121
+1,431
| +3% | +$89.5K | 0.61% | 53 |
|
|
2014
Q3 | $3.11M | Buy |
51,690
+324
| +0.6% | +$19.5K | 0.6% | 52 |
|
|
2014
Q2 | $2.96M | Buy |
51,366
+683
| +1% | +$39.4K | 0.56% | 53 |
|
|
2014
Q1 | $3.08M | Sell |
50,683
-469
| -0.9% | -$28.5K | 0.6% | 51 |
|
|
2013
Q4 | $2.99M | Sell |
51,152
-484
| -0.9% | -$28.3K | 0.56% | 52 |
|
|
2013
Q3 | $2.67M | Buy |
51,636
+10,286
| +25% | +$532K | 0.55% | 54 |
|
|
2013
Q2 | $2.18M | Buy |
+41,350
| New | +$2.18M | 0.47% | 61 |
|