Patriot Financial Group Insurance Agency’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 | $9.52M | Buy |
32,848
+2,224
| +7% | +$645K | 1.09% | 14 |
|
|
2025
Q1 | $7.51M | Buy |
30,624
+114
| +0.4% | +$28K | 1.01% | 17 |
|
|
2024
Q4 | $7.31M | Buy |
30,510
+431
| +1% | +$103K | 0.98% | 17 |
|
|
2024
Q3 | $6.34M | Buy |
30,079
+2,830
| +10% | +$597K | 0.85% | 20 |
|
|
2024
Q2 | $5.51M | Buy |
27,249
+1,383
| +5% | +$280K | 0.81% | 20 |
|
|
2024
Q1 | $5.18M | Buy |
25,866
+1,246
| +5% | +$250K | 0.82% | 20 |
|
|
2023
Q4 | $4.19M | Buy |
24,620
+2,171
| +10% | +$369K | 0.79% | 22 |
|
|
2023
Q3 | $3.26M | Buy |
22,449
+832
| +4% | +$121K | 0.67% | 24 |
|
|
2023
Q2 | $3.14M | Buy |
21,617
+1,211
| +6% | +$176K | 0.59% | 31 |
|
|
2023
Q1 | $2.66M | Buy |
20,406
+4,134
| +25% | +$539K | 0.54% | 34 |
|
|
2022
Q4 | $2.18M | Buy |
16,272
+1,247
| +8% | +$167K | 0.29% | 37 |
|
|
2022
Q3 | $1.57M | Buy |
15,025
+4,415
| +42% | +$461K | 0.38% | 56 |
|
|
2022
Q2 | $1.2M | Buy |
10,610
+701
| +7% | +$79K | 0.24% | 86 |
|
|
2022
Q1 | $1.35M | Sell |
9,909
-2,153
| -18% | -$294K | 0.24% | 95 |
|
|
2021
Q4 | $1.91M | Sell |
12,062
-1,045
| -8% | -$165K | 0.32% | 63 |
|
|
2021
Q3 | $2.15M | Buy |
13,107
+1,133
| +9% | +$185K | 0.38% | 48 |
|
|
2021
Q2 | $1.86M | Buy |
11,974
+790
| +7% | +$123K | 0.34% | 62 |
|
|
2021
Q1 | $1.7M | Sell |
11,184
-2,230
| -17% | -$340K | 0.39% | 40 |
|
|
2020
Q4 | $1.71M | Buy |
13,414
+3,045
| +29% | +$387K | 0.43% | 37 |
|
|
2020
Q3 | $998K | Buy |
10,369
+231
| +2% | +$22.2K | 0.32% | 64 |
|
|
2020
Q2 | $954K | Sell |
10,138
-6,690
| -40% | -$630K | 0.36% | 58 |
|
|
2020
Q1 | $1.52M | Buy |
16,828
+1,429
| +9% | +$129K | 0.69% | 22 |
|
|
2019
Q4 | $2.15M | Buy |
15,399
+526
| +4% | +$73.3K | 0.81% | 17 |
|
|
2019
Q3 | $1.75M | Buy |
14,873
+935
| +7% | +$110K | 0.79% | 20 |
|
|
2019
Q2 | $1.59M | Buy |
13,938
+2,095
| +18% | +$238K | 0.68% | 23 |
|
|
2019
Q1 | $1.2M | Buy |
11,843
+2,716
| +30% | +$275K | 0.62% | 26 |
|
|
2018
Q4 | $891K | Buy |
9,127
+2,797
| +44% | +$273K | 0.59% | 27 |
|
|
2018
Q3 | $714K | Buy |
6,330
+3,007
| +90% | +$339K | 0.43% | 33 |
|
|
2018
Q2 | $346K | Sell |
3,323
-4,279
| -56% | -$446K | 0.37% | 49 |
|
|
2018
Q1 | $820K | Buy |
7,602
+756
| +11% | +$81.5K | 0.61% | 32 |
|
|
2017
Q4 | $745K | Buy |
6,846
+813
| +13% | +$88.5K | 0.56% | 32 |
|
|
2017
Q3 | $582K | Buy |
6,033
+3,441
| +133% | +$332K | 0.52% | 35 |
|
|
2017
Q2 | $242K | Sell |
2,592
-71
| -3% | -$6.63K | 0.25% | 77 |
|
|
2017
Q1 | $230K | Hold |
2,663
| – | – | 0.24% | 75 |
|
|
2016
Q4 | $223K | Buy |
+2,663
| New | +$223K | 0.3% | 63 |
|