Physicians Financial Services’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 | $2.17M | Sell |
7,487
-25
| -0.3% | -$7.25K | 0.65% | 38 |
|
|
2025
Q1 | $1.84M | Buy |
7,512
+165
| +2% | +$40.5K | 0.59% | 38 |
|
|
2024
Q4 | $1.76M | Sell |
7,347
-25
| -0.3% | -$5.99K | 0.53% | 43 |
|
|
2024
Q3 | $1.55M | Sell |
7,372
-350
| -5% | -$73.8K | 0.48% | 47 |
|
|
2024
Q2 | $1.56M | Buy |
7,722
+160
| +2% | +$32.4K | 0.51% | 41 |
|
|
2024
Q1 | $1.52M | Hold |
7,562
| – | – | 0.53% | 46 |
|
|
2023
Q4 | $1.29M | Sell |
7,562
-250
| -3% | -$42.5K | 0.49% | 51 |
|
|
2023
Q3 | $1.13M | Hold |
7,812
| – | – | 0.46% | 52 |
|
|
2023
Q2 | $1.14M | Sell |
7,812
-50
| -0.6% | -$7.27K | 0.45% | 56 |
|
|
2023
Q1 | $1.02M | Buy |
7,862
+285
| +4% | +$37.1K | 0.43% | 59 |
|
|
2022
Q4 | $1.02M | Hold |
7,577
| – | – | 0.46% | 59 |
|
|
2022
Q3 | $792K | Sell |
7,577
-250
| -3% | -$26.1K | 0.38% | 63 |
|
|
2022
Q2 | $881K | Buy |
7,827
+200
| +3% | +$22.5K | 0.39% | 59 |
|
|
2022
Q1 | $1.04M | Sell |
7,627
-30
| -0.4% | -$4.09K | 0.4% | 62 |
|
|
2021
Q4 | $1.21M | Sell |
7,657
-400
| -5% | -$63.3K | 0.45% | 57 |
|
|
2021
Q3 | $1.32M | Sell |
8,057
-225
| -3% | -$36.8K | 0.53% | 54 |
|
|
2021
Q2 | $1.29M | Sell |
8,282
-520
| -6% | -$80.9K | 0.53% | 57 |
|
|
2021
Q1 | $1.34M | Buy |
8,802
+1,270
| +17% | +$193K | 0.57% | 51 |
|
|
2020
Q4 | $957K | Sell |
7,532
-1,257
| -14% | -$160K | 0.46% | 57 |
|
|
2020
Q3 | $846K | Buy |
8,789
+497
| +6% | +$47.8K | 0.42% | 61 |
|
|
2020
Q2 | $780K | Buy |
8,292
+450
| +6% | +$42.3K | 0.43% | 60 |
|
|
2020
Q1 | $706K | Buy |
7,842
+492
| +7% | +$44.3K | 0.49% | 61 |
|
|
2019
Q4 | $1.03M | Sell |
7,350
-99
| -1% | -$13.8K | 0.55% | 53 |
|
|
2019
Q3 | $877K | Sell |
7,449
-50
| -0.7% | -$5.89K | 0.5% | 59 |
|
|
2019
Q2 | $838K | Buy |
7,499
+465
| +7% | +$52K | 0.49% | 60 |
|
|
2019
Q1 | $712K | Buy |
7,034
+651
| +10% | +$65.9K | 0.44% | 62 |
|
|
2018
Q4 | $623K | Sell |
6,383
-670
| -9% | -$65.4K | 0.45% | 64 |
|
|
2018
Q3 | $796K | Buy |
7,053
+201
| +3% | +$22.7K | 0.55% | 57 |
|
|
2018
Q2 | $714K | Buy |
6,852
+115
| +2% | +$12K | 0.53% | 58 |
|
|
2018
Q1 | $728K | Buy |
+6,737
| New | +$728K | 0.58% | 56 |
|
|
2017
Q1 | – | Sell |
-2,432
| Closed | -$156K | – | 194 |
|
|
2016
Q4 | $156K | Buy |
2,432
+784
| +48% | +$50.3K | 0.13% | 118 |
|
|
2016
Q3 | $109K | Sell |
1,648
-784
| -32% | -$51.9K | 0.09% | 135 |
|
|
2016
Q2 | $151K | Buy |
2,432
+265
| +12% | +$16.5K | 0.13% | 114 |
|
|
2016
Q1 | $128K | Buy |
2,167
+184
| +9% | +$10.9K | 0.12% | 122 |
|
|
2015
Q4 | $131K | Buy |
+1,983
| New | +$131K | 0.12% | 128 |
|