One Capital 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 | $19.4M | Buy |
66,932
+3,130
| +5% | +$907K | 0.67% | 33 |
|
|
2025
Q1 | $15.7M | Buy |
63,802
+127
| +0.2% | +$31.2K | 0.53% | 47 |
|
|
2024
Q4 | $15.3M | Sell |
63,675
-5,073
| -7% | -$1.22M | 0.51% | 47 |
|
|
2024
Q3 | $14.5M | Buy |
68,748
+975
| +1% | +$206K | 0.46% | 52 |
|
|
2024
Q2 | $13.7M | Buy |
67,773
+969
| +1% | +$196K | 0.47% | 49 |
|
|
2024
Q1 | $13.4M | Sell |
66,804
-725
| -1% | -$145K | 0.49% | 52 |
|
|
2023
Q4 | $11.5M | Sell |
67,529
-912
| -1% | -$155K | 0.46% | 56 |
|
|
2023
Q3 | $9.93M | Buy |
68,441
+1,957
| +3% | +$284K | 0.44% | 54 |
|
|
2023
Q2 | $9.67M | Buy |
66,484
+523
| +0.8% | +$76.1K | 0.44% | 56 |
|
|
2023
Q1 | $8.6M | Buy |
65,961
+3,576
| +6% | +$466K | 0.42% | 60 |
|
|
2022
Q4 | $8.37M | Sell |
62,385
-1,035
| -2% | -$139K | 0.45% | 60 |
|
|
2022
Q3 | $6.63M | Buy |
63,420
+1,534
| +2% | +$160K | 0.39% | 66 |
|
|
2022
Q2 | $6.97M | Buy |
61,886
+3,802
| +7% | +$428K | 0.41% | 63 |
|
|
2022
Q1 | $7.92M | Buy |
58,084
+1,470
| +3% | +$200K | 0.42% | 53 |
|
|
2021
Q4 | $8.96M | Buy |
56,614
+9,916
| +21% | +$1.57M | 0.68% | 33 |
|
|
2021
Q3 | $7.64M | Sell |
46,698
-457
| -1% | -$74.8K | 0.63% | 35 |
|
|
2021
Q2 | $7.33M | Buy |
47,155
+3,081
| +7% | +$479K | 0.65% | 34 |
|
|
2021
Q1 | $6.71M | Sell |
44,074
-972
| -2% | -$148K | 0.74% | 30 |
|
|
2020
Q4 | $5.72M | Buy |
45,046
+3,156
| +8% | +$401K | 0.69% | 33 |
|
|
2020
Q3 | $4.03M | Buy |
41,890
+2,215
| +6% | +$213K | 0.55% | 47 |
|
|
2020
Q2 | $3.73M | Buy |
39,675
+2,804
| +8% | +$264K | 0.54% | 49 |
|
|
2020
Q1 | $3.32M | Buy |
36,871
+270
| +0.7% | +$24.3K | 0.56% | 40 |
|
|
2019
Q4 | $5.1M | Sell |
36,601
-860
| -2% | -$120K | 0.78% | 27 |
|
|
2019
Q3 | $4.41M | Buy |
37,461
+153
| +0.4% | +$18K | 0.73% | 32 |
|
|
2019
Q2 | $4.17M | Buy |
37,308
+109
| +0.3% | +$12.2K | 0.71% | 32 |
|
|
2019
Q1 | $3.77M | Sell |
37,199
-1,596
| -4% | -$162K | 0.67% | 36 |
|
|
2018
Q4 | $3.79M | Buy |
38,795
+659
| +2% | +$64.3K | 0.77% | 32 |
|
|
2018
Q3 | $4.3M | Buy |
38,136
+3,022
| +9% | +$341K | 0.78% | 30 |
|
|
2018
Q2 | $3.66M | Buy |
35,114
+416
| +1% | +$43.3K | 0.69% | 35 |
|
|
2018
Q1 | $3.82M | Sell |
34,698
-742
| -2% | -$81.6K | 0.75% | 32 |
|
|
2017
Q4 | $3.79M | Buy |
35,440
+202
| +0.6% | +$21.6K | 0.76% | 32 |
|
|
2017
Q3 | $3.37M | Buy |
35,238
+236
| +0.7% | +$22.5K | 0.7% | 35 |
|
|
2017
Q2 | $3.2M | Buy |
35,002
+1,488
| +4% | +$136K | 0.94% | 27 |
|
|
2017
Q1 | $2.94M | Sell |
33,514
-2,539
| -7% | -$223K | 0.92% | 30 |
|
|
2016
Q4 | $3.11M | Sell |
36,053
-1,058
| -3% | -$91.3K | 0.99% | 27 |
|
|
2016
Q3 | $2.47M | Buy |
37,111
+11
| +0% | +$732 | 0.81% | 39 |
|
|
2016
Q2 | $2.31M | Sell |
37,100
-1,420
| -4% | -$88.2K | 0.8% | 43 |
|
|
2016
Q1 | $2.28K | Buy |
38,520
+1,968
| +5% | +$117 | 0.09% | 42 |
|
|
2015
Q4 | $2.48M | Sell |
36,552
-1,218
| -3% | -$82.6K | 0.84% | 34 |
|
|
2015
Q3 | $2.3M | Buy |
37,770
+973
| +3% | +$59.3K | 0.84% | 34 |
|
|
2015
Q2 | $2.49M | Buy |
36,797
+1,064
| +3% | +$72.1K | 0.71% | 38 |
|
|
2015
Q1 | $2.17M | Buy |
35,733
+3,493
| +11% | +$212K | 0.65% | 45 |
|
|
2014
Q4 | $2.02M | Buy |
32,240
+1,832
| +6% | +$115K | 0.76% | 42 |
|
|
2014
Q3 | $1.83M | Sell |
30,408
-1,200
| -4% | -$72.3K | 0.66% | 42 |
|
|
2014
Q2 | $1.82M | Sell |
31,608
-27
| -0.1% | -$1.56K | 0.73% | 45 |
|
|
2014
Q1 | $1.92M | Buy |
+31,635
| New | +$1.92M | 0.73% | 40 |
|