Plancorp LLC’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 | $3.14M | Sell |
10,820
-142
| -1% | -$41.2K | 0.11% | 82 |
|
|
2025
Q1 | $2.69M | Buy |
10,962
+1,134
| +12% | +$278K | 0.11% | 81 |
|
|
2024
Q4 | $2.36M | Buy |
9,828
+1,362
| +16% | +$326K | 0.1% | 80 |
|
|
2024
Q3 | $1.79M | Buy |
8,466
+214
| +3% | +$45.1K | 0.07% | 91 |
|
|
2024
Q2 | $1.67M | Buy |
8,252
+111
| +1% | +$22.5K | 0.07% | 92 |
|
|
2024
Q1 | $1.63M | Buy |
8,141
+1,228
| +18% | +$246K | 0.07% | 93 |
|
|
2023
Q4 | $1.18M | Buy |
6,913
+809
| +13% | +$138K | 0.06% | 105 |
|
|
2023
Q3 | $885K | Sell |
6,104
-468
| -7% | -$67.9K | 0.05% | 115 |
|
|
2023
Q2 | $956K | Sell |
6,572
-231
| -3% | -$33.6K | 0.05% | 111 |
|
|
2023
Q1 | $886K | Sell |
6,803
-1,398
| -17% | -$182K | 0.05% | 118 |
|
|
2022
Q4 | $1.1M | Buy |
8,201
+283
| +4% | +$38K | 0.06% | 92 |
|
|
2022
Q3 | $827K | Buy |
7,918
+319
| +4% | +$33.3K | 0.06% | 103 |
|
|
2022
Q2 | $856K | Buy |
7,599
+281
| +4% | +$31.7K | 0.05% | 105 |
|
|
2022
Q1 | $998K | Sell |
7,318
-539
| -7% | -$73.5K | 0.06% | 98 |
|
|
2021
Q4 | $1.24M | Sell |
7,857
-197
| -2% | -$31.2K | 0.08% | 86 |
|
|
2021
Q3 | $1.32M | Buy |
8,054
+396
| +5% | +$64.8K | 0.09% | 77 |
|
|
2021
Q2 | $1.19M | Sell |
7,658
-116
| -1% | -$18K | 0.09% | 80 |
|
|
2021
Q1 | $1.18M | Sell |
7,774
-812
| -9% | -$124K | 0.26% | 67 |
|
|
2020
Q4 | $1.09M | Buy |
8,586
+3,606
| +72% | +$458K | 0.27% | 66 |
|
|
2020
Q3 | $479K | Sell |
4,980
-673
| -12% | -$64.7K | 0.15% | 106 |
|
|
2020
Q2 | $532K | Sell |
5,653
-521
| -8% | -$49K | 0.16% | 97 |
|
|
2020
Q1 | $556K | Sell |
6,174
-377
| -6% | -$34K | 0.22% | 79 |
|
|
2019
Q4 | $913K | Buy |
6,551
+92
| +1% | +$12.8K | 0.28% | 67 |
|
|
2019
Q3 | $760K | Buy |
6,459
+194
| +3% | +$22.8K | 0.29% | 65 |
|
|
2019
Q2 | $700K | Sell |
6,265
-302
| -5% | -$33.7K | 0.28% | 71 |
|
|
2019
Q1 | $665K | Buy |
6,567
+1,298
| +25% | +$131K | 0.25% | 76 |
|
|
2018
Q4 | $514K | Buy |
5,269
+82
| +2% | +$8K | 0.23% | 81 |
|
|
2018
Q3 | $585K | Sell |
5,187
-2,738
| -35% | -$309K | 0.23% | 88 |
|
|
2018
Q2 | $826K | Buy |
7,925
+98
| +1% | +$10.2K | 0.33% | 68 |
|
|
2018
Q1 | $860K | Buy |
7,827
+623
| +9% | +$68.5K | 0.27% | 61 |
|
|
2017
Q4 | $771K | Buy |
7,204
+419
| +6% | +$44.8K | 0.25% | 68 |
|
|
2017
Q3 | $649K | Buy |
6,785
+396
| +6% | +$37.9K | 0.19% | 79 |
|
|
2017
Q2 | $586K | Buy |
6,389
+185
| +3% | +$17K | 0.17% | 85 |
|
|
2017
Q1 | $544K | Sell |
6,204
-19
| -0.3% | -$1.67K | 0.16% | 94 |
|
|
2016
Q4 | $538K | Buy |
+6,223
| New | +$538K | 0.15% | 88 |
|
|
2014
Q4 | – | Sell |
-4,600
| Closed | -$277K | – | 83 |
|
|
2014
Q3 | $277K | Buy |
+4,600
| New | +$277K | 0.29% | 71 |
|
|
2014
Q2 | – | Sell |
-5,010
| Closed | -$303K | – | 91 |
|
|
2014
Q1 | $303K | Buy |
+5,010
| New | +$303K | 0.21% | 82 |
|