Pinkerton Retirement Specialists’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 | $6.3M | Sell |
21,725
-482
| -2% | -$140K | 0.75% | 25 |
|
|
2025
Q1 | $5.45M | Sell |
22,207
-257
| -1% | -$63K | 0.71% | 21 |
|
|
2024
Q4 | $5.38M | Sell |
22,464
-155
| -0.7% | -$37.2K | 0.78% | 29 |
|
|
2024
Q3 | $4.77M | Buy |
22,619
+115
| +0.5% | +$24.2K | 0.69% | 39 |
|
|
2024
Q2 | $4.55M | Buy |
22,504
+1,175
| +6% | +$238K | 0.7% | 33 |
|
|
2024
Q1 | $4.27M | Buy |
21,329
+2,549
| +14% | +$511K | 0.69% | 30 |
|
|
2023
Q4 | $3.19M | Sell |
18,780
-1,421
| -7% | -$242K | 0.62% | 30 |
|
|
2023
Q3 | $2.93M | Sell |
20,201
-282
| -1% | -$40.9K | 0.64% | 30 |
|
|
2023
Q2 | $2.98M | Buy |
20,483
+733
| +4% | +$107K | 0.59% | 37 |
|
|
2023
Q1 | $2.57M | Buy |
19,750
+378
| +2% | +$49.3K | 0.48% | 52 |
|
|
2022
Q4 | $2.6M | Buy |
19,372
+1,554
| +9% | +$208K | 0.56% | 40 |
|
|
2022
Q3 | $1.86M | Sell |
17,818
-438
| -2% | -$45.8K | 0.72% | 50 |
|
|
2022
Q2 | $2.06M | Sell |
18,256
-22,798
| -56% | -$2.57M | 0.62% | 55 |
|
|
2022
Q1 | $5.6M | Buy |
41,054
+3,024
| +8% | +$412K | 1.25% | 19 |
|
|
2021
Q4 | $6.02M | Buy |
38,030
+672
| +2% | +$106K | 1.05% | 16 |
|
|
2021
Q3 | $6.12M | Buy |
37,358
+431
| +1% | +$70.5K | 1.18% | 20 |
|
|
2021
Q2 | $5.74M | Buy |
36,927
+364
| +1% | +$56.6K | 1.11% | 23 |
|
|
2021
Q1 | $5.57M | Sell |
36,563
-703
| -2% | -$107K | 1.17% | 20 |
|
|
2020
Q4 | $4.74M | Sell |
37,266
-1,399
| -4% | -$178K | 1.14% | 16 |
|
|
2020
Q3 | $3.72M | Sell |
38,665
-1,349
| -3% | -$130K | 1.02% | 17 |
|
|
2020
Q2 | $3.76M | Buy |
40,014
+22,820
| +133% | +$2.15M | 1.2% | 12 |
|
|
2020
Q1 | $1.55M | Buy |
+17,194
| New | +$1.55M | 1.08% | 15 |
|
|
2018
Q3 | – | Sell |
-168
| Closed | -$18K | – | 191 |
|
|
2018
Q2 | $18K | Buy |
+168
| New | +$18K | 0.01% | 124 |
|
|
2017
Q1 | – | Sell |
-3,318
| Closed | -$286K | – | 319 |
|
|
2016
Q4 | $286K | Sell |
3,318
-42
| -1% | -$3.62K | 0.13% | 71 |
|
|
2016
Q3 | $224K | Sell |
3,360
-123
| -4% | -$8.2K | 0.09% | 98 |
|
|
2016
Q2 | $216K | Buy |
3,483
+3,425
| +5,905% | +$212K | 0.11% | 81 |
|
|
2016
Q1 | $4K | Sell |
58
-76
| -57% | -$5.24K | ﹤0.01% | 137 |
|
|
2015
Q4 | $9K | Hold |
134
| – | – | 0.01% | 85 |
|
|
2015
Q3 | $8K | Hold |
134
| – | – | 0.01% | 94 |
|
|
2015
Q2 | $9K | Buy |
+134
| New | +$9K | 0.01% | 100 |
|