Patriot Investment Management Group’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 | $1.8M | Buy |
6,197
+455
| +8% | +$132K | 0.12% | 71 |
|
|
2025
Q1 | $1.41M | Hold |
5,742
| – | – | 0.11% | 80 |
|
|
2024
Q4 | $1.38M | Buy |
5,742
+117
| +2% | +$28K | 0.1% | 83 |
|
|
2024
Q3 | $1.19M | Buy |
5,625
+13
| +0.2% | +$2.74K | 0.09% | 103 |
|
|
2024
Q2 | $1.14M | Buy |
5,612
+35
| +0.6% | +$7.08K | 0.09% | 98 |
|
|
2024
Q1 | $1.12M | Sell |
5,577
-24
| -0.4% | -$4.81K | 0.09% | 99 |
|
|
2023
Q4 | $953K | Sell |
5,601
-5,715
| -51% | -$972K | 0.08% | 109 |
|
|
2023
Q3 | $1.64M | Sell |
11,316
-17
| -0.2% | -$2.47K | 0.15% | 72 |
|
|
2023
Q2 | $1.65M | Buy |
11,333
+40
| +0.4% | +$5.82K | 0.14% | 77 |
|
|
2023
Q1 | $1.47M | Buy |
11,293
+39
| +0.3% | +$5.08K | 0.13% | 84 |
|
|
2022
Q4 | $1.58M | Buy |
11,254
+201
| +2% | +$28.2K | 0.14% | 82 |
|
|
2022
Q3 | $1.16M | Buy |
11,053
+48
| +0.4% | +$5.02K | 0.12% | 93 |
|
|
2022
Q2 | $1.24M | Sell |
11,005
-184
| -2% | -$20.7K | 0.12% | 93 |
|
|
2022
Q1 | $1.53M | Buy |
11,189
+5,595
| +100% | +$763K | 0.13% | 87 |
|
|
2021
Q4 | $885K | Sell |
5,594
-295
| -5% | -$46.7K | 0.08% | 124 |
|
|
2021
Q3 | $963K | Sell |
5,889
-569
| -9% | -$93K | 0.09% | 115 |
|
|
2021
Q2 | $1M | Buy |
6,458
+241
| +4% | +$37.5K | 0.09% | 118 |
|
|
2021
Q1 | $946K | Buy |
6,217
+2,312
| +59% | +$352K | 0.09% | 117 |
|
|
2020
Q4 | $496K | Sell |
3,905
-2,545
| -39% | -$323K | 0.08% | 121 |
|
|
2020
Q3 | $620K | Sell |
6,450
-174
| -3% | -$16.7K | 0.07% | 129 |
|
|
2020
Q2 | $623K | Sell |
6,624
-299
| -4% | -$28.1K | 0.08% | 130 |
|
|
2020
Q1 | $623K | Sell |
6,923
-26
| -0.4% | -$2.34K | 0.09% | 114 |
|
|
2019
Q4 | $968K | Buy |
6,949
+28
| +0.4% | +$3.9K | 0.13% | 107 |
|
|
2019
Q3 | $784K | Sell |
6,921
-198
| -3% | -$22.4K | 0.11% | 114 |
|
|
2019
Q2 | $795K | Buy |
7,119
+502
| +8% | +$56.1K | 0.11% | 114 |
|
|
2019
Q1 | $669K | Buy |
+6,617
| New | +$669K | 0.1% | 122 |
|