Pennsylvania Capital Management’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 | $533K | Sell |
1,838
-95
| -5% | -$27.5K | 0.17% | 70 |
|
|
2025
Q1 | $474K | Sell |
1,933
-5
| -0.3% | -$1.23K | 0.17% | 66 |
|
|
2024
Q4 | $465K | Buy |
1,938
+383
| +25% | +$91.8K | 0.16% | 67 |
|
|
2024
Q3 | $328K | Sell |
1,555
-676
| -30% | -$142K | 0.12% | 77 |
|
|
2024
Q2 | $451K | Sell |
2,231
-1
| -0% | -$202 | 0.17% | 58 |
|
|
2024
Q1 | $447K | Buy |
2,232
+78
| +4% | +$15.6K | 0.18% | 60 |
|
|
2023
Q4 | $366K | Sell |
2,154
-591
| -22% | -$101K | 0.15% | 68 |
|
|
2023
Q3 | $398K | Buy |
2,745
+45
| +2% | +$6.53K | 0.17% | 60 |
|
|
2023
Q2 | $393K | Sell |
2,700
-48
| -2% | -$6.98K | 0.17% | 63 |
|
|
2023
Q1 | $358K | Hold |
2,748
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $384K | Buy |
2,748
+100
| +4% | +$14K | 0.2% | 65 |
|
|
2022
Q3 | $277K | Hold |
2,648
| – | – | 0.15% | 65 |
|
|
2022
Q2 | $298K | Hold |
2,648
| – | – | 0.16% | 61 |
|
|
2022
Q1 | $361K | Hold |
2,648
| – | – | 0.15% | 59 |
|
|
2021
Q4 | $419K | Hold |
2,648
| – | – | 0.14% | 73 |
|
|
2021
Q3 | $455K | Sell |
2,648
-35
| -1% | -$6.01K | 0.2% | 58 |
|
|
2021
Q2 | $418K | Sell |
2,683
-310
| -10% | -$48.3K | 0.21% | 51 |
|
|
2021
Q1 | $455K | Sell |
2,993
-400
| -12% | -$60.8K | 0.27% | 48 |
|
|
2020
Q4 | $477K | Hold |
3,393
| – | – | 0.31% | 42 |
|
|
2020
Q3 | $337K | Sell |
3,393
-14,337
| -81% | -$1.42M | 0.26% | 44 |
|
|
2020
Q2 | $1.67M | Buy |
17,730
+14,150
| +395% | +$1.33M | 0.89% | 21 |
|
|
2020
Q1 | $301K | Hold |
3,580
| – | – | 0.39% | 35 |
|
|
2019
Q4 | $499K | Buy |
+3,580
| New | +$499K | 0.47% | 34 |
|