Pinion Investment Advisors’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 | $2.91M | Buy |
10,041
+61
| +0.6% | +$17.7K | 1% | 22 |
|
|
2025
Q1 | $2.45M | Buy |
9,980
+227
| +2% | +$55.7K | 0.54% | 32 |
|
|
2024
Q4 | $2.34M | Sell |
9,753
-184
| -2% | -$44.1K | 0.93% | 22 |
|
|
2024
Q3 | $2.1M | Buy |
9,937
+447
| +5% | +$94.3K | 0.88% | 21 |
|
|
2024
Q2 | $1.92M | Buy |
9,490
+75
| +0.8% | +$15.2K | 0.95% | 19 |
|
|
2024
Q1 | $1.89M | Buy |
9,415
+786
| +9% | +$157K | 0.98% | 17 |
|
|
2023
Q4 | $1.47M | Buy |
8,629
+1,547
| +22% | +$263K | 0.88% | 19 |
|
|
2023
Q3 | $1.03M | Sell |
7,082
-214
| -3% | -$31K | 0.67% | 29 |
|
|
2023
Q2 | $1.06M | Buy |
7,296
+1,334
| +22% | +$194K | 0.72% | 25 |
|
|
2023
Q1 | $777K | Buy |
5,962
+2
| +0% | +$261 | 0.73% | 27 |
|
|
2022
Q4 | $799K | Sell |
5,960
-1,902
| -24% | -$255K | 0.75% | 33 |
|
|
2022
Q3 | $822K | Sell |
7,862
-1,650
| -17% | -$173K | 0.72% | 32 |
|
|
2022
Q2 | $1.07M | Sell |
9,512
-198
| -2% | -$22.3K | 0.89% | 23 |
|
|
2022
Q1 | $1.32M | Sell |
9,710
-159
| -2% | -$21.7K | 0.92% | 19 |
|
|
2021
Q4 | $1.56M | Buy |
9,869
+189
| +2% | +$29.9K | 1.05% | 16 |
|
|
2021
Q3 | $1.59M | Buy |
9,680
+148
| +2% | +$24.2K | 1.28% | 12 |
|
|
2021
Q2 | $1.48M | Buy |
9,532
+556
| +6% | +$86.5K | 1.19% | 13 |
|
|
2021
Q1 | $1.37M | Buy |
8,976
+659
| +8% | +$100K | 1.26% | 11 |
|
|
2020
Q4 | $1.06M | Buy |
8,317
+390
| +5% | +$49.6K | 1.11% | 16 |
|
|
2020
Q3 | $746K | Hold |
7,927
| – | – | 1.13% | 22 |
|
|
2020
Q2 | $746K | Buy |
7,927
+699
| +10% | +$65.8K | 1.13% | 22 |
|
|
2020
Q1 | $651K | Buy |
7,228
+908
| +14% | +$81.8K | 1.4% | 18 |
|
|
2019
Q4 | $881K | Buy |
6,320
+250
| +4% | +$34.9K | 1.63% | 8 |
|
|
2019
Q3 | $714K | Buy |
6,070
+450
| +8% | +$52.9K | 1.46% | 6 |
|
|
2019
Q2 | $628K | Sell |
5,620
-1,635
| -23% | -$183K | 1.35% | 10 |
|
|
2019
Q1 | $734K | Buy |
7,255
+262
| +4% | +$26.5K | 1.28% | 16 |
|
|
2018
Q4 | $683K | Buy |
6,993
+980
| +16% | +$95.7K | 1.44% | 10 |
|
|
2018
Q3 | $679K | Buy |
6,013
+165
| +3% | +$18.6K | 1.3% | 15 |
|
|
2018
Q2 | $609K | Buy |
5,848
+1,034
| +21% | +$108K | 1.18% | 17 |
|
|
2018
Q1 | $529K | Buy |
+4,814
| New | +$529K | 1.13% | 25 |
|