&Partners’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 | $199M | Buy |
687,963
+123,902
| +22% | +$35.9M | 1.53% | 9 |
|
|
2025
Q1 | $137M | Buy |
564,061
+45,297
| +9% | +$11M | 1.46% | 8 |
|
|
2024
Q4 | $126M | Buy |
518,764
+200,346
| +63% | +$48.8M | 1.51% | 8 |
|
|
2024
Q3 | $67.1M | Buy |
318,418
+168,411
| +112% | +$35.5M | 1.29% | 9 |
|
|
2024
Q2 | $30.3M | Buy |
150,007
+119,747
| +396% | +$24.2M | 1.33% | 9 |
|
|
2024
Q1 | $6.07M | Buy |
30,260
+10,954
| +57% | +$2.2M | 0.84% | 20 |
|
|
2023
Q4 | $3.29M | Buy |
19,306
+12,822
| +198% | +$2.19M | 0.8% | 24 |
|
|
2023
Q3 | $940K | Buy |
6,484
+310
| +5% | +$45K | 0.44% | 45 |
|
|
2023
Q2 | $898K | Sell |
6,174
-200
| -3% | -$29.1K | 0.4% | 49 |
|
|
2023
Q1 | $831K | Sell |
6,374
-21
| -0.3% | -$2.74K | 0.4% | 51 |
|
|
2022
Q4 | $858K | Sell |
6,395
-93
| -1% | -$12.5K | 0.43% | 52 |
|
|
2022
Q3 | $678K | Buy |
6,488
+290
| +5% | +$30.3K | 0.39% | 58 |
|
|
2022
Q2 | $698K | Buy |
6,198
+306
| +5% | +$34.5K | 0.4% | 60 |
|
|
2022
Q1 | $814K | Buy |
5,892
+1,135
| +24% | +$157K | 0.46% | 51 |
|
|
2021
Q4 | $753K | Sell |
4,757
-100
| -2% | -$15.8K | 0.45% | 53 |
|
|
2021
Q3 | $795K | Buy |
4,857
+158
| +3% | +$25.9K | 0.51% | 47 |
|
|
2021
Q2 | $731K | Buy |
4,699
+175
| +4% | +$27.2K | 0.47% | 51 |
|
|
2021
Q1 | $689K | Hold |
4,524
| – | – | 0.5% | 52 |
|
|
2020
Q4 | $575K | Hold |
4,524
| – | – | 0.48% | 55 |
|
|
2020
Q3 | $436K | Sell |
4,524
-430
| -9% | -$41.4K | 0.44% | 60 |
|
|
2020
Q2 | $466K | Sell |
4,954
-1,062
| -18% | -$99.9K | 0.56% | 49 |
|
|
2020
Q1 | $542K | Buy |
6,016
+256
| +4% | +$23.1K | 0.84% | 32 |
|
|
2019
Q4 | $803K | Hold |
5,760
| – | – | 0.96% | 29 |
|
|
2019
Q3 | $678K | Sell |
5,760
-150
| -3% | -$17.7K | 0.88% | 31 |
|
|
2019
Q2 | $661K | Sell |
5,910
-548
| -8% | -$61.3K | 0.91% | 32 |
|
|
2019
Q1 | $654K | Hold |
6,458
| – | – | 0.94% | 33 |
|
|
2018
Q4 | $630K | Buy |
+6,458
| New | +$630K | 1.06% | 28 |
|