Notis-McConarty Edward’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 | $2.85M | Sell |
9,843
-110
| -1% | -$31.9K | 1.39% | 27 |
|
|
2025
Q1 | $2.44M | Sell |
9,953
-25
| -0.3% | -$6.13K | 1.26% | 30 |
|
|
2024
Q4 | $2.39M | Sell |
9,978
-520
| -5% | -$125K | 1.16% | 31 |
|
|
2024
Q3 | $2.21M | Sell |
10,498
-459
| -4% | -$96.8K | 1% | 31 |
|
|
2024
Q2 | $2.22M | Sell |
10,957
-810
| -7% | -$164K | 0.87% | 31 |
|
|
2024
Q1 | $2.36M | Sell |
11,767
-1,050
| -8% | -$210K | 0.93% | 32 |
|
|
2023
Q4 | $2.18M | Sell |
12,817
-1,250
| -9% | -$213K | 0.87% | 33 |
|
|
2023
Q3 | $2.04M | Sell |
14,067
-130
| -0.9% | -$18.9K | 0.83% | 36 |
|
|
2023
Q2 | $2.06M | Sell |
14,197
-200
| -1% | -$29.1K | 0.79% | 38 |
|
|
2023
Q1 | $1.88M | Sell |
14,397
-100
| -0.7% | -$13K | 0.75% | 39 |
|
|
2022
Q4 | $1.94M | Hold |
14,497
| – | – | 0.81% | 37 |
|
|
2022
Q3 | $1.52M | Hold |
14,497
| – | – | 0.68% | 44 |
|
|
2022
Q2 | $1.63M | Sell |
14,497
-105
| -0.7% | -$11.8K | 0.68% | 48 |
|
|
2022
Q1 | $1.99M | Sell |
14,602
-432
| -3% | -$58.9K | 0.71% | 43 |
|
|
2021
Q4 | $2.38M | Sell |
15,034
-20
| -0.1% | -$3.17K | 0.79% | 41 |
|
|
2021
Q3 | $2.46M | Sell |
15,054
-504
| -3% | -$82.5K | 0.9% | 38 |
|
|
2021
Q2 | $2.42M | Sell |
15,558
-1,375
| -8% | -$214K | 0.9% | 37 |
|
|
2021
Q1 | $2.58M | Buy |
16,933
+617
| +4% | +$93.9K | 1% | 35 |
|
|
2020
Q4 | $2.07M | Sell |
16,316
-1,000
| -6% | -$127K | 0.84% | 39 |
|
|
2020
Q3 | $1.67M | Buy |
17,316
+300
| +2% | +$28.9K | 0.73% | 44 |
|
|
2020
Q2 | $1.6M | Hold |
17,016
| – | – | 0.75% | 43 |
|
|
2020
Q1 | $1.53M | Sell |
17,016
-830
| -5% | -$74.7K | 0.85% | 37 |
|
|
2019
Q4 | $2.49M | Sell |
17,846
-1,200
| -6% | -$167K | 1.11% | 29 |
|
|
2019
Q3 | $2.24M | Sell |
19,046
-126
| -0.7% | -$14.8K | 1.05% | 31 |
|
|
2019
Q2 | $2.14M | Sell |
19,172
-90
| -0.5% | -$10.1K | 1.01% | 32 |
|
|
2019
Q1 | $1.95M | Hold |
19,262
| – | – | 0.94% | 32 |
|
|
2018
Q4 | $1.88M | Buy |
19,262
+800
| +4% | +$78.1K | 1.04% | 30 |
|
|
2018
Q3 | $2.08M | Sell |
18,462
-310
| -2% | -$35K | 1.11% | 28 |
|
|
2018
Q2 | $1.96M | Hold |
18,772
| – | – | 1.16% | 27 |
|
|
2018
Q1 | $2.06M | Sell |
18,772
-555
| -3% | -$61K | 1.24% | 27 |
|
|
2017
Q4 | $2.07M | Sell |
19,327
-505
| -3% | -$54K | 1.19% | 28 |
|
|
2017
Q3 | $1.89M | Sell |
19,832
-110
| -0.6% | -$10.5K | 1.19% | 28 |
|
|
2017
Q2 | $1.82M | Sell |
19,942
-10
| -0.1% | -$914 | 1.18% | 30 |
|
|
2017
Q1 | $1.75M | Sell |
19,952
-90
| -0.4% | -$7.91K | 1.15% | 31 |
|
|
2016
Q4 | $1.73M | Hold |
20,042
| – | – | 1.19% | 29 |
|
|
2016
Q3 | $1.34M | Buy |
20,042
+80
| +0.4% | +$5.33K | 0.91% | 37 |
|
|
2016
Q2 | $1.24M | Sell |
19,962
-510
| -2% | -$31.7K | 0.87% | 41 |
|
|
2016
Q1 | $1.21M | Sell |
20,472
-555
| -3% | -$32.9K | 0.86% | 41 |
|
|
2015
Q4 | $1.39M | Sell |
21,027
-25
| -0.1% | -$1.65K | 1% | 37 |
|
|
2015
Q3 | $1.28M | Buy |
21,052
+41
| +0.2% | +$2.5K | 0.96% | 38 |
|
|
2015
Q2 | $1.42M | Buy |
21,011
+1,260
| +6% | +$85.4K | 0.96% | 36 |
|
|
2015
Q1 | $1.2M | Hold |
19,751
| – | – | 0.83% | 39 |
|
|
2014
Q4 | $1.24M | Hold |
19,751
| – | – | 0.85% | 38 |
|
|
2014
Q3 | $1.19M | Sell |
19,751
-200
| -1% | -$12.1K | 0.84% | 40 |
|
|
2014
Q2 | $1.15M | Sell |
19,951
-10
| -0.1% | -$576 | 0.76% | 43 |
|
|
2014
Q1 | $1.21M | Sell |
19,961
-1,240
| -6% | -$75.3K | 0.84% | 40 |
|
|
2013
Q4 | $1.24M | Buy |
+21,201
| New | +$1.24M | 0.87% | 38 |
|