Pflug Koory’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 | $1.95M | Buy |
6,733
+1
| +0% | +$290 | 0.99% | 22 |
|
|
2025
Q1 | $1.65M | Hold |
6,732
| – | – | 0.92% | 29 |
|
|
2024
Q4 | $1.61M | Hold |
6,732
| – | – | 0.82% | 33 |
|
|
2024
Q3 | $1.42M | Buy |
+6,732
| New | +$1.42M | 0.7% | 41 |
|
|
2024
Q1 | $1.56M | Hold |
7,777
| – | – | 0.77% | 36 |
|
|
2023
Q4 | $1.32M | Hold |
7,777
| – | – | 0.7% | 43 |
|
|
2023
Q3 | $1.13M | Sell |
7,777
-25
| -0.3% | -$3.63K | 0.65% | 48 |
|
|
2023
Q2 | $1.13M | Sell |
7,802
-125
| -2% | -$18.2K | 0.58% | 51 |
|
|
2023
Q1 | $1.03M | Sell |
7,927
-10
| -0.1% | -$1.3K | 0.56% | 53 |
|
|
2022
Q4 | $1.06M | Hold |
7,937
| – | – | 0.59% | 52 |
|
|
2022
Q3 | $829K | Buy |
7,937
+107
| +1% | +$11.2K | 0.5% | 60 |
|
|
2022
Q2 | $882K | Hold |
7,830
| – | – | 0.51% | 60 |
|
|
2022
Q1 | $1.07M | Hold |
7,830
| – | – | 0.54% | 58 |
|
|
2021
Q4 | $1.24M | Sell |
7,830
-20
| -0.3% | -$3.17K | 0.63% | 49 |
|
|
2021
Q3 | $1.29M | Sell |
7,850
-600
| -7% | -$98.2K | 0.7% | 44 |
|
|
2021
Q2 | $1.31M | Sell |
8,450
-240
| -3% | -$37.3K | 0.69% | 46 |
|
|
2021
Q1 | $1.32M | Buy |
8,690
+80
| +0.9% | +$12.2K | 0.73% | 43 |
|
|
2020
Q4 | $1.09M | Sell |
8,610
-10
| -0.1% | -$1.27K | 0.65% | 46 |
|
|
2020
Q3 | $830K | Hold |
8,620
| – | – | 0.56% | 51 |
|
|
2020
Q2 | $811K | Sell |
8,620
-1,515
| -15% | -$143K | 0.6% | 50 |
|
|
2020
Q1 | $912K | Buy |
10,135
+45
| +0.4% | +$4.05K | 0.81% | 38 |
|
|
2019
Q4 | $1.41M | Sell |
10,090
-26
| -0.3% | -$3.63K | 0.99% | 27 |
|
|
2019
Q3 | $1.19M | Buy |
10,116
+26
| +0.3% | +$3.06K | 0.9% | 33 |
|
|
2019
Q2 | $1.13M | Hold |
10,090
| – | – | 0.86% | 35 |
|
|
2019
Q1 | $1.02M | Sell |
10,090
-150
| -1% | -$15.2K | 0.8% | 41 |
|
|
2018
Q4 | $1M | Hold |
10,240
| – | – | 0.85% | 39 |
|
|
2018
Q3 | $1.16M | Sell |
10,240
-3,225
| -24% | -$364K | 0.93% | 34 |
|
|
2018
Q2 | $1.4M | Buy |
13,465
+3,200
| +31% | +$333K | 1.11% | 30 |
|
|
2018
Q1 | $1.13M | Sell |
10,265
-175
| -2% | -$19.2K | 0.93% | 34 |
|
|
2017
Q4 | $1.12M | Hold |
10,440
| – | – | 0.88% | 38 |
|
|
2017
Q3 | $997K | Sell |
10,440
-1,000
| -9% | -$95.5K | 0.82% | 41 |
|
|
2017
Q2 | $1.05M | Hold |
11,440
| – | – | 0.88% | 40 |
|
|
2017
Q1 | $1.01M | Sell |
11,440
-50
| -0.4% | -$4.39K | 0.88% | 40 |
|
|
2016
Q4 | $991 | Buy |
+11,490
| New | +$991 | 0.85% | 36 |
|