Piedmont 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 | $675K | Sell |
2,328
-59
| -2% | -$17.1K | 0.39% | 32 |
|
|
2025
Q1 | $518K | Sell |
2,387
-9
| -0.4% | -$1.95K | 0.37% | 34 |
|
|
2024
Q4 | $577K | Hold |
2,396
| – | – | 0.35% | 36 |
|
|
2024
Q3 | $540K | Sell |
2,396
-226
| -9% | -$50.9K | 0.33% | 37 |
|
|
2024
Q2 | $521K | Hold |
2,622
| – | – | 0.35% | 34 |
|
|
2024
Q1 | $521K | Sell |
2,622
-515
| -16% | -$102K | 0.35% | 34 |
|
|
2023
Q4 | $534K | Sell |
3,137
-168
| -5% | -$28.6K | 0.39% | 32 |
|
|
2023
Q3 | $479K | Sell |
3,305
-220
| -6% | -$31.9K | 0.38% | 34 |
|
|
2023
Q2 | $513K | Sell |
3,525
-309
| -8% | -$45K | 0.39% | 33 |
|
|
2023
Q1 | $498K | Buy |
3,834
+324
| +9% | +$42.1K | 0.4% | 34 |
|
|
2022
Q4 | $471K | Buy |
3,510
+237
| +7% | +$31.8K | 0.39% | 32 |
|
|
2022
Q3 | $345K | Buy |
3,273
+241
| +8% | +$25.4K | 0.31% | 35 |
|
|
2022
Q2 | $341K | Buy |
3,032
+933
| +44% | +$105K | 0.35% | 33 |
|
|
2022
Q1 | $288K | Sell |
2,099
-711
| -25% | -$97.6K | 0.22% | 37 |
|
|
2021
Q4 | $445K | Buy |
2,810
+108
| +4% | +$17.1K | 0.35% | 31 |
|
|
2021
Q3 | $442K | Sell |
2,702
-161
| -6% | -$26.3K | 0.35% | 31 |
|
|
2021
Q2 | $448K | Sell |
2,863
-412
| -13% | -$64.5K | 0.37% | 30 |
|
|
2021
Q1 | $506K | Buy |
3,275
+142
| +5% | +$21.9K | 0.47% | 26 |
|
|
2020
Q4 | $398K | Buy |
+3,133
| New | +$398K | 0.4% | 28 |
|