Phillips Financial 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 | $8.35M | Buy |
28,921
+12,776
| +79% | +$3.69M | 0.61% | 37 |
|
|
2025
Q1 | $3.96M | Buy |
16,145
+45
| +0.3% | +$11K | 0.31% | 55 |
|
|
2024
Q4 | $3.86M | Buy |
16,100
+188
| +1% | +$45.1K | 0.3% | 57 |
|
|
2024
Q3 | $3.36M | Buy |
15,912
+50
| +0.3% | +$10.5K | 0.26% | 62 |
|
|
2024
Q2 | $3.21M | Buy |
15,862
+323
| +2% | +$65.3K | 0.26% | 64 |
|
|
2024
Q1 | $3.11M | Buy |
15,539
+238
| +2% | +$47.7K | 0.25% | 65 |
|
|
2023
Q4 | $2.6M | Sell |
15,301
-115
| -0.7% | -$19.6K | 0.23% | 72 |
|
|
2023
Q3 | $2.24M | Sell |
15,416
-153
| -1% | -$22.2K | 0.21% | 77 |
|
|
2023
Q2 | $2.26M | Buy |
15,569
+108
| +0.7% | +$15.7K | 0.21% | 78 |
|
|
2023
Q1 | $2.01M | Buy |
15,461
+60
| +0.4% | +$7.82K | 0.19% | 77 |
|
|
2022
Q4 | $2.07M | Buy |
15,401
+179
| +1% | +$24K | 0.21% | 75 |
|
|
2022
Q3 | $1.59M | Buy |
15,222
+659
| +5% | +$68.9K | 0.18% | 77 |
|
|
2022
Q2 | $1.64M | Buy |
14,563
+233
| +2% | +$26.2K | 0.18% | 74 |
|
|
2022
Q1 | $1.95M | Sell |
14,330
-3
| -0% | -$409 | 0.18% | 66 |
|
|
2021
Q4 | $2.27M | Buy |
14,333
+3
| +0% | +$475 | 0.22% | 60 |
|
|
2021
Q3 | $2.35M | Buy |
14,330
+11
| +0.1% | +$1.8K | 0.24% | 60 |
|
|
2021
Q2 | $2.23M | Buy |
14,319
+961
| +7% | +$149K | 0.23% | 59 |
|
|
2021
Q1 | $2.03M | Buy |
13,358
+39
| +0.3% | +$5.94K | 0.25% | 57 |
|
|
2020
Q4 | $1.69M | Sell |
13,319
-968
| -7% | -$123K | 0.23% | 60 |
|
|
2020
Q3 | $1.38M | Buy |
14,287
+16
| +0.1% | +$1.54K | 0.22% | 61 |
|
|
2020
Q2 | $1.34M | Buy |
14,271
+1,001
| +8% | +$94.1K | 0.22% | 60 |
|
|
2020
Q1 | $1.12M | Sell |
13,270
-121
| -0.9% | -$10.2K | 0.22% | 61 |
|
|
2019
Q4 | $1.87M | Buy |
13,391
+34
| +0.3% | +$4.74K | 0.31% | 52 |
|
|
2019
Q3 | $1.57M | Sell |
13,357
-93
| -0.7% | -$10.9K | 0.28% | 53 |
|
|
2019
Q2 | $1.53M | Buy |
13,450
+60
| +0.4% | +$6.82K | 0.28% | 55 |
|
|
2019
Q1 | $1.4M | Buy |
13,390
+14
| +0.1% | +$1.47K | 0.27% | 55 |
|
|
2018
Q4 | $1.31M | Buy |
13,376
+14
| +0.1% | +$1.37K | 0.28% | 52 |
|
|
2018
Q3 | $1.52M | Sell |
13,362
-79
| -0.6% | -$8.97K | 0.31% | 47 |
|
|
2018
Q2 | $1.41M | Buy |
13,441
+10
| +0.1% | +$1.05K | 0.3% | 47 |
|
|
2018
Q1 | $1.47M | Buy |
13,431
+8
| +0.1% | +$873 | 0.32% | 44 |
|
|
2017
Q4 | $1.45M | Sell |
13,423
-757
| -5% | -$82K | 0.31% | 46 |
|
|
2017
Q3 | $1.35M | Buy |
14,180
+152
| +1% | +$14.5K | 0.3% | 45 |
|
|
2017
Q2 | $1.3M | Buy |
14,028
+294
| +2% | +$27.3K | 0.3% | 46 |
|
|
2017
Q1 | $1.16M | Buy |
13,734
+239
| +2% | +$20.2K | 0.28% | 50 |
|
|
2016
Q4 | $1.18M | Sell |
13,495
-576
| -4% | -$50.2K | 0.29% | 49 |
|
|
2016
Q3 | $950K | Sell |
14,071
-87
| -0.6% | -$5.87K | 0.25% | 50 |
|
|
2016
Q2 | $904K | Sell |
14,158
-536
| -4% | -$34.2K | 0.24% | 50 |
|
|
2016
Q1 | $880K | Buy |
14,694
+13
| +0.1% | +$779 | 0.24% | 50 |
|
|
2015
Q4 | $842K | Buy |
14,681
+14
| +0.1% | +$803 | 0.25% | 50 |
|
|
2015
Q3 | $910K | Buy |
14,667
+1,576
| +12% | +$97.8K | 0.27% | 50 |
|
|
2015
Q2 | $907K | Sell |
13,091
-115
| -0.9% | -$7.97K | 0.25% | 51 |
|
|
2015
Q1 | $835K | Buy |
13,206
+14
| +0.1% | +$885 | 0.23% | 52 |
|
|
2014
Q4 | $779K | Sell |
13,192
-771
| -6% | -$45.5K | 0.22% | 54 |
|
|
2014
Q3 | $817K | Sell |
13,963
-87
| -0.6% | -$5.09K | 0.25% | 54 |
|
|
2014
Q2 | $781K | Sell |
14,050
-266
| -2% | -$14.8K | 0.23% | 54 |
|
|
2014
Q1 | $791K | Sell |
14,316
-188
| -1% | -$10.4K | 0.25% | 55 |
|
|
2013
Q4 | $851K | Sell |
14,504
-1,329
| -8% | -$78K | 0.28% | 50 |
|
|
2013
Q3 | $834K | Sell |
15,833
-188
| -1% | -$9.9K | 0.3% | 49 |
|
|
2013
Q2 | $885K | Buy |
+16,021
| New | +$885K | 0.32% | 47 |
|