Parkside Investments’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 | $679K | Sell |
2,343
-215
| -8% | -$62.3K | 0.09% | 72 |
|
|
2025
Q1 | $627K | Sell |
2,558
-241
| -9% | -$59.1K | 0.09% | 76 |
|
|
2024
Q4 | $671K | Buy |
2,799
+261
| +10% | +$62.6K | 0.1% | 72 |
|
|
2024
Q3 | $535K | Sell |
2,538
-406
| -14% | -$85.6K | 0.08% | 76 |
|
|
2024
Q2 | $596K | Buy |
2,944
+170
| +6% | +$34.4K | 0.09% | 73 |
|
|
2024
Q1 | $556K | Buy |
2,774
+10
| +0.4% | +$2K | 0.09% | 75 |
|
|
2023
Q4 | $470K | Buy |
2,764
+13
| +0.5% | +$2.21K | 0.08% | 85 |
|
|
2023
Q3 | $399K | Buy |
2,751
+10
| +0.4% | +$1.45K | 0.07% | 75 |
|
|
2023
Q2 | $399K | Sell |
2,741
-852
| -24% | -$124K | 0.07% | 75 |
|
|
2023
Q1 | $468K | Buy |
3,593
+326
| +10% | +$42.5K | 0.09% | 79 |
|
|
2022
Q4 | $438K | Buy |
3,267
+13
| +0.4% | +$1.74K | 0.09% | 82 |
|
|
2022
Q3 | $340K | Buy |
3,254
+14
| +0.4% | +$1.46K | 0.07% | 79 |
|
|
2022
Q2 | $364K | Buy |
3,240
+12
| +0.4% | +$1.35K | 0.08% | 80 |
|
|
2022
Q1 | $440K | Buy |
3,228
+11
| +0.3% | +$1.5K | 0.09% | 74 |
|
|
2021
Q4 | $509K | Buy |
3,217
+9
| +0.3% | +$1.42K | 0.1% | 73 |
|
|
2021
Q3 | $525K | Buy |
3,208
+9
| +0.3% | +$1.47K | 0.11% | 74 |
|
|
2021
Q2 | $497K | Buy |
3,199
+9
| +0.3% | +$1.4K | 0.1% | 76 |
|
|
2021
Q1 | $485K | Sell |
3,190
-26,425
| -89% | -$4.02M | 0.1% | 74 |
|
|
2020
Q4 | $3.76M | Buy |
29,615
+796
| +3% | +$101K | 0.84% | 44 |
|
|
2020
Q3 | $2.77M | Sell |
28,819
-10,345
| -26% | -$996K | 0.73% | 52 |
|
|
2020
Q2 | $3.68M | Buy |
39,164
+10,649
| +37% | +$1M | 0.97% | 40 |
|
|
2020
Q1 | $2.57M | Sell |
28,515
-3,993
| -12% | -$359K | 0.85% | 49 |
|
|
2019
Q4 | $4.53M | Sell |
32,508
-735
| -2% | -$102K | 1.1% | 35 |
|
|
2019
Q3 | $3.91M | Sell |
33,243
-37
| -0.1% | -$4.35K | 1.05% | 39 |
|
|
2019
Q2 | $3.72M | Sell |
33,280
-707
| -2% | -$79K | 0.97% | 45 |
|
|
2019
Q1 | $3.44M | Buy |
33,987
+11,207
| +49% | +$1.13M | 0.94% | 41 |
|
|
2018
Q4 | $2.22M | Buy |
22,780
+10,828
| +91% | +$1.06M | 0.96% | 38 |
|
|
2018
Q3 | $1.35M | Sell |
11,952
-150
| -1% | -$16.9K | 0.64% | 48 |
|
|
2018
Q2 | $1.4M | Sell |
12,102
-5,357
| -31% | -$621K | 0.69% | 45 |
|
|
2018
Q1 | $1.92M | Sell |
17,459
-3,181
| -15% | -$350K | 1% | 38 |
|
|
2017
Q4 | $2.21M | Sell |
20,640
-5,577
| -21% | -$596K | 1.08% | 39 |
|
|
2017
Q3 | $2.5M | Buy |
26,217
+1,171
| +5% | +$112K | 1.44% | 30 |
|
|
2017
Q2 | $2.29M | Buy |
25,046
+97
| +0.4% | +$8.87K | 1.43% | 34 |
|
|
2017
Q1 | $2.19M | Buy |
+24,949
| New | +$2.19M | 1.55% | 35 |
|