Park Circle Company’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 | $377K | Hold |
1,300
| – | – | 0.32% | 51 |
|
2025
Q1 | $319K | Hold |
1,300
| – | – | 0.28% | 50 |
|
2024
Q4 | $312K | Hold |
1,300
| – | – | 0.28% | 48 |
|
2024
Q3 | $274K | Hold |
1,300
| – | – | 0.24% | 47 |
|
2024
Q2 | $263K | Hold |
1,300
| – | – | 0.25% | 50 |
|
2024
Q1 | $260K | Sell |
1,300
-5,500
| -81% | -$1.1M | 0.24% | 53 |
|
2023
Q4 | $1.16M | Buy |
6,800
+2,900
| +74% | +$493K | 1.04% | 25 |
|
2023
Q3 | $566K | Hold |
3,900
| – | – | 0.53% | 40 |
|
2023
Q2 | $567K | Hold |
3,900
| – | – | 0.53% | 38 |
|
2023
Q1 | $508K | Hold |
3,900
| – | – | 0.49% | 41 |
|
2022
Q4 | $523K | Hold |
3,900
| – | – | 0.49% | 42 |
|
2022
Q3 | $408K | Hold |
3,900
| – | – | 0.42% | 52 |
|
2022
Q2 | $439K | Hold |
3,900
| – | – | 0.36% | 51 |
|
2022
Q1 | $532K | Hold |
3,900
| – | – | 0.44% | 46 |
|
2021
Q4 | $618K | Hold |
3,900
| – | – | 0.49% | 43 |
|
2021
Q3 | $638K | Hold |
3,900
| – | – | 0.48% | 41 |
|
2021
Q2 | $607K | Hold |
3,900
| – | – | 0.46% | 39 |
|
2021
Q1 | $594K | Hold |
3,900
| – | – | 0.5% | 36 |
|
2020
Q4 | $496K | Hold |
3,900
| – | – | 0.47% | 36 |
|
2020
Q3 | $375K | Hold |
3,900
| – | – | 0.41% | 36 |
|
2020
Q2 | $367K | Hold |
3,900
| – | – | 0.47% | 35 |
|
2020
Q1 | $351K | Hold |
3,900
| – | – | 0.43% | 35 |
|
2019
Q4 | $543K | Hold |
3,900
| – | – | 0.37% | 46 |
|
2019
Q3 | $459K | Buy |
3,900
+2,600
| +200% | +$306K | 0.25% | 46 |
|
2019
Q2 | $145K | Hold |
1,300
| – | – | 0.1% | 51 |
|
2019
Q1 | $132K | Hold |
1,300
| – | – | 0.09% | 48 |
|
2018
Q4 | $127K | Hold |
1,300
| – | – | 0.1% | 44 |
|
2018
Q3 | $147K | Hold |
1,300
| – | – | 0.09% | 45 |
|
2018
Q2 | $135K | Hold |
1,300
| – | – | 0.09% | 48 |
|
2018
Q1 | $143K | Hold |
1,300
| – | – | 0.09% | 49 |
|
2017
Q4 | $139K | Hold |
1,300
| – | – | 0.08% | 44 |
|
2017
Q3 | $124K | Hold |
1,300
| – | – | 0.07% | 48 |
|
2017
Q2 | $119K | Hold |
1,300
| – | – | 0.07% | 52 |
|
2017
Q1 | $114K | Sell |
1,300
-600
| -32% | -$52.6K | 0.07% | 56 |
|
2016
Q4 | $164K | Hold |
1,900
| – | – | 0.11% | 59 |
|
2016
Q3 | $127K | Hold |
1,900
| – | – | 0.09% | 60 |
|
2016
Q2 | $118K | Hold |
1,900
| – | – | 0.09% | 57 |
|
2016
Q1 | $113K | Buy |
1,900
+600
| +46% | +$35.7K | 0.09% | 55 |
|
2015
Q4 | $86K | Hold |
1,300
| – | – | 0.06% | 57 |
|
2015
Q3 | $79K | Hold |
1,300
| – | – | 0.05% | 57 |
|
2015
Q2 | $88K | Hold |
1,300
| – | – | 0.05% | 55 |
|
2015
Q1 | $79K | Hold |
1,300
| – | – | 0.05% | 54 |
|
2014
Q4 | $81K | Hold |
1,300
| – | – | 0.05% | 53 |
|
2014
Q3 | $78K | Hold |
1,300
| – | – | 0.05% | 51 |
|
2014
Q2 | $75K | Buy |
+1,300
| New | +$75K | 0.05% | 47 |
|