Peachtree Investment 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 | $6.47M | Buy |
22,323
+2,281
| +11% | +$661K | 2.47% | 12 |
|
|
2025
Q1 | $4.92M | Buy |
20,042
+464
| +2% | +$114K | 1.94% | 13 |
|
|
2024
Q4 | $4.69M | Sell |
19,578
-559
| -3% | -$134K | 1.76% | 13 |
|
|
2024
Q3 | $4.25M | Sell |
20,137
-343
| -2% | -$72.3K | 1.6% | 14 |
|
|
2024
Q2 | $4.14M | Buy |
20,480
+451
| +2% | +$91.2K | 1.62% | 14 |
|
|
2024
Q1 | $4.01M | Sell |
20,029
-2,096
| -9% | -$420K | 1.62% | 15 |
|
|
2023
Q4 | $3.76M | Buy |
22,125
+9,968
| +82% | +$1.7M | 1.54% | 17 |
|
|
2023
Q3 | $1.76M | Buy |
12,157
+378
| +3% | +$54.8K | 0.9% | 21 |
|
|
2023
Q2 | $1.71M | Buy |
11,779
+351
| +3% | +$51.1K | 0.78% | 23 |
|
|
2023
Q1 | $1.49M | Sell |
11,428
-6,916
| -38% | -$901K | 0.93% | 21 |
|
|
2022
Q4 | $2.46M | Sell |
18,344
-498
| -3% | -$66.8K | 1.5% | 18 |
|
|
2022
Q3 | $1.97M | Sell |
18,842
-1,772
| -9% | -$185K | 1.32% | 18 |
|
|
2022
Q2 | $2.32M | Sell |
20,614
-1,841
| -8% | -$207K | 1.45% | 17 |
|
|
2022
Q1 | $3.06M | Sell |
22,455
-64
| -0.3% | -$8.72K | 1.41% | 20 |
|
|
2021
Q4 | $3.57M | Buy |
22,519
+2,842
| +14% | +$450K | 1.5% | 15 |
|
|
2021
Q3 | $3.22M | Buy |
19,677
+1,112
| +6% | +$182K | 1.58% | 15 |
|
|
2021
Q2 | $2.89M | Sell |
18,565
-1,186
| -6% | -$184K | 1.41% | 18 |
|
|
2021
Q1 | $3.01M | Buy |
19,751
+3,737
| +23% | +$569K | 1.73% | 14 |
|
|
2020
Q4 | $2.04M | Buy |
16,014
+1,041
| +7% | +$132K | 1.18% | 20 |
|
|
2020
Q3 | $1.44M | Sell |
14,973
-4,647
| -24% | -$447K | 0.99% | 23 |
|
|
2020
Q2 | $1.85M | Sell |
19,620
-2,974
| -13% | -$280K | 1.51% | 16 |
|
|
2020
Q1 | $2.03M | Sell |
22,594
-5,570
| -20% | -$501K | 2.04% | 14 |
|
|
2019
Q4 | $3.93M | Buy |
28,164
+5,202
| +23% | +$725K | 2.71% | 11 |
|
|
2019
Q3 | $2.7M | Sell |
22,962
-878
| -4% | -$103K | 2.15% | 14 |
|
|
2019
Q2 | $2.67M | Buy |
23,840
+470
| +2% | +$52.5K | 2.09% | 15 |
|
|
2019
Q1 | $2.37M | Buy |
23,370
+888
| +4% | +$89.9K | 2% | 18 |
|
|
2018
Q4 | $2.2M | Buy |
+22,482
| New | +$2.2M | 2.49% | 14 |
|