Patton Albertson Miller 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 | $13M | Sell |
44,871
-342
| -0.8% | -$99.1K | 1.71% | 11 |
|
|
2025
Q1 | $11.1M | Sell |
45,213
-6,418
| -12% | -$1.57M | 1.65% | 9 |
|
|
2024
Q4 | $12.4M | Buy |
51,631
+1,624
| +3% | +$389K | 1.66% | 9 |
|
|
2024
Q3 | $10.5M | Sell |
50,007
-1,131
| -2% | -$238K | 1.44% | 15 |
|
|
2024
Q2 | $10.3M | Buy |
51,138
+2,061
| +4% | +$417K | 1.47% | 12 |
|
|
2024
Q1 | $9.83M | Buy |
49,077
+1,852
| +4% | +$371K | 1.47% | 12 |
|
|
2023
Q4 | $8.03M | Buy |
47,225
+5,314
| +13% | +$904K | 1.34% | 15 |
|
|
2023
Q3 | $6.08M | Buy |
41,911
+244
| +0.6% | +$35.4K | 1.19% | 23 |
|
|
2023
Q2 | $6.06M | Sell |
41,667
-299
| -0.7% | -$43.5K | 1.17% | 19 |
|
|
2023
Q1 | $5.47M | Buy |
41,966
+2,337
| +6% | +$305K | 1% | 28 |
|
|
2022
Q4 | $5.31M | Sell |
39,629
-2,544
| -6% | -$341K | 0.98% | 28 |
|
|
2022
Q3 | $4.41M | Buy |
42,173
+2,986
| +8% | +$312K | 0.95% | 29 |
|
|
2022
Q2 | $4.41M | Buy |
39,187
+206
| +0.5% | +$23.2K | 0.9% | 31 |
|
|
2022
Q1 | $5.31M | Buy |
38,981
+1,119
| +3% | +$153K | 0.91% | 28 |
|
|
2021
Q4 | $6M | Buy |
37,862
+2,738
| +8% | +$434K | 0.97% | 23 |
|
|
2021
Q3 | $5.75M | Buy |
35,124
+10,774
| +44% | +$1.76M | 1.1% | 18 |
|
|
2021
Q2 | $3.79M | Buy |
24,350
+1,419
| +6% | +$221K | 0.86% | 33 |
|
|
2021
Q1 | $3.49M | Buy |
22,931
+161
| +0.7% | +$24.5K | 0.84% | 34 |
|
|
2020
Q4 | $3.29M | Buy |
22,770
+3,539
| +18% | +$512K | 0.78% | 36 |
|
|
2020
Q3 | $1.85M | Buy |
19,231
+390
| +2% | +$37.5K | 0.52% | 62 |
|
|
2020
Q2 | $1.77M | Buy |
18,841
+2,465
| +15% | +$232K | 0.52% | 66 |
|
|
2020
Q1 | $1.47M | Buy |
16,376
+1,011
| +7% | +$91K | 0.5% | 63 |
|
|
2019
Q4 | $2.14M | Buy |
15,365
+308
| +2% | +$42.9K | 0.56% | 58 |
|
|
2019
Q3 | $1.77M | Sell |
15,057
-12
| -0.1% | -$1.41K | 0.5% | 69 |
|
|
2019
Q2 | $1.65M | Buy |
15,069
+3,399
| +29% | +$373K | 0.48% | 74 |
|
|
2019
Q1 | $1.18M | Buy |
11,670
+2,277
| +24% | +$230K | 0.6% | 56 |
|
|
2018
Q4 | $948K | Sell |
9,393
-166
| -2% | -$16.8K | 0.51% | 60 |
|
|
2018
Q3 | $987K | Buy |
9,559
+122
| +1% | +$12.6K | 0.5% | 67 |
|
|
2018
Q2 | $983K | Sell |
9,437
-483
| -5% | -$50.3K | 0.5% | 69 |
|
|
2018
Q1 | $1.09M | Sell |
9,920
-597
| -6% | -$65.7K | 0.49% | 67 |
|
|
2017
Q4 | $1.13M | Sell |
10,517
-215
| -2% | -$23K | 0.46% | 66 |
|
|
2017
Q3 | $1.04M | Sell |
10,732
-466
| -4% | -$45.2K | 0.45% | 76 |
|
|
2017
Q2 | $1.04M | Sell |
11,198
-2,522
| -18% | -$234K | 0.46% | 72 |
|
|
2017
Q1 | $1.19M | Sell |
13,720
-2,827
| -17% | -$245K | 0.49% | 72 |
|
|
2016
Q4 | $1.43M | Sell |
16,547
-958
| -5% | -$82.7K | 0.61% | 47 |
|
|
2016
Q3 | $1.17M | Sell |
17,505
-2,776
| -14% | -$185K | 0.51% | 63 |
|
|
2016
Q2 | $1.26M | Sell |
20,281
-3,227
| -14% | -$200K | 0.56% | 56 |
|
|
2016
Q1 | $1.39M | Sell |
23,508
-473
| -2% | -$28K | 0.7% | 52 |
|
|
2015
Q4 | $1.58M | Sell |
23,981
-378
| -2% | -$25K | 0.8% | 44 |
|
|
2015
Q3 | $1.48M | Sell |
24,359
-4,354
| -15% | -$265K | 0.78% | 49 |
|
|
2015
Q2 | $1.95M | Sell |
28,713
-501
| -2% | -$34K | 0.85% | 53 |
|
|
2015
Q1 | $1.77M | Buy |
29,214
+6,410
| +28% | +$388K | 0.72% | 63 |
|
|
2014
Q4 | $1.43M | Buy |
22,804
+5,546
| +32% | +$347K | 0.66% | 57 |
|
|
2014
Q3 | $1.05M | Buy |
17,258
+6,290
| +57% | +$381K | 0.54% | 67 |
|
|
2014
Q2 | $631K | Buy |
10,968
+5,386
| +96% | +$310K | 0.32% | 103 |
|
|
2014
Q1 | $339K | Buy |
+5,582
| New | +$339K | 0.18% | 127 |
|