Phoenix Financial’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 | $22.2M | Buy |
76,766
+8,912
| +13% | +$2.58M | 0.29% | 56 |
|
|
2025
Q1 | $16.7M | Sell |
67,854
-20,783
| -23% | -$5.1M | 0.26% | 69 |
|
|
2024
Q4 | $21.2M | Sell |
88,637
-9,624
| -10% | -$2.31M | 0.29% | 65 |
|
|
2024
Q3 | $20.7M | Buy |
98,261
+10,344
| +12% | +$2.18M | 0.31% | 58 |
|
|
2024
Q2 | $17.7M | Sell |
87,917
-146,684
| -63% | -$29.6M | 0.27% | 62 |
|
|
2024
Q1 | $47M | Buy |
234,601
+39,424
| +20% | +$7.9M | 0.65% | 38 |
|
|
2023
Q4 | $37.3M | Buy |
195,177
+21,754
| +13% | +$4.16M | 0.62% | 44 |
|
|
2023
Q3 | $25.2M | Buy |
173,423
+17,102
| +11% | +$2.48M | 0.46% | 47 |
|
|
2023
Q2 | $22.7M | Sell |
156,321
-148,963
| -49% | -$21.6M | 0.46% | 42 |
|
|
2023
Q1 | $39.8M | Sell |
305,284
-767,597
| -72% | -$100M | 0.89% | 38 |
|
|
2022
Q4 | $144M | Buy |
1,072,881
+629,377
| +142% | +$84.4M | 2.79% | 8 |
|
|
2022
Q3 | $47.1M | Sell |
443,504
-1,385
| -0.3% | -$147K | 1.04% | 34 |
|
|
2022
Q2 | $50.1M | Buy |
444,889
+72,988
| +20% | +$8.22M | 1.02% | 36 |
|
|
2022
Q1 | $50.7M | Sell |
371,901
-49,709
| -12% | -$6.78M | 0.85% | 37 |
|
|
2021
Q4 | $66.8M | Sell |
421,610
-247,388
| -37% | -$39.2M | 1.1% | 27 |
|
|
2021
Q3 | $110M | Sell |
668,998
-9,712
| -1% | -$1.59M | 1.9% | 11 |
|
|
2021
Q2 | $106M | Buy |
678,710
+396,758
| +141% | +$61.7M | 2.01% | 5 |
|
|
2021
Q1 | $42.9M | Buy |
281,952
+481
| +0.2% | +$73.2K | 0.97% | 30 |
|
|
2020
Q4 | $35.7M | Buy |
281,471
+2,815
| +1% | +$357K | 0.96% | 30 |
|
|
2020
Q3 | $25.3M | Buy |
278,656
+18,076
| +7% | +$1.64M | 1.06% | 28 |
|
|
2020
Q2 | $23.3M | Buy |
260,580
+40,530
| +18% | +$3.62M | 0.99% | 34 |
|
|
2020
Q1 | $19.5M | Sell |
220,050
-16,950
| -7% | -$1.5M | 0.99% | 29 |
|
|
2019
Q4 | $32.8M | Sell |
237,000
-103
| -0% | -$14.3K | 1.37% | 18 |
|
|
2019
Q3 | $26.6M | Buy |
+237,103
| New | +$26.6M | 1.26% | 23 |
|