Premier Fund Managers’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 | $26.1M | Buy |
91,054
+340
| +0.4% | +$97.6K | 0.95% | 41 |
|
|
2025
Q1 | $22M | Sell |
90,714
-27,593
| -23% | -$6.7M | 0.82% | 41 |
|
|
2024
Q4 | $28.3M | Buy |
118,307
+25,592
| +28% | +$6.13M | 1.01% | 36 |
|
|
2024
Q3 | $19.5M | Buy |
92,715
+49,400
| +114% | +$10.4M | 0.69% | 44 |
|
|
2024
Q2 | $8.63M | Sell |
43,315
-1,794
| -4% | -$357K | 0.35% | 63 |
|
|
2024
Q1 | $9M | Hold |
45,109
| – | – | 0.36% | 57 |
|
|
2023
Q4 | $7.68M | Sell |
45,109
-968
| -2% | -$165K | 0.33% | 59 |
|
|
2023
Q3 | $6.8M | Sell |
46,077
-1,115
| -2% | -$165K | 0.32% | 63 |
|
|
2023
Q2 | $6.77M | Buy |
47,192
+4,055
| +9% | +$582K | 0.27% | 74 |
|
|
2023
Q1 | $5.56M | Sell |
43,137
-1,441
| -3% | -$186K | 0.22% | 88 |
|
|
2022
Q4 | $5.94M | Buy |
44,578
+40,606
| +1,022% | +$5.41M | 0.23% | 91 |
|
|
2022
Q3 | $422K | Sell |
3,972
-38,229
| -91% | -$4.06M | 0.03% | 139 |
|
|
2022
Q2 | $4.87M | Sell |
42,201
-399
| -0.9% | -$46K | 0.22% | 93 |
|
|
2022
Q1 | $5.99M | Hold |
42,600
| – | – | 0.21% | 101 |
|
|
2021
Q4 | $6.75M | Buy |
42,600
+131
| +0.3% | +$20.8K | 0.22% | 108 |
|
|
2021
Q3 | $7.05M | Buy |
42,469
+3,830
| +10% | +$636K | 0.23% | 105 |
|
|
2021
Q2 | $5.96M | Buy |
38,639
+4,850
| +14% | +$748K | 0.2% | 122 |
|
|
2021
Q1 | $5.22M | Buy |
33,789
+552
| +2% | +$85.3K | 0.2% | 125 |
|
|
2020
Q4 | $4.17M | Buy |
33,237
+5,531
| +20% | +$694K | 0.18% | 133 |
|
|
2020
Q3 | $2.64M | Hold |
27,706
| – | – | 0.15% | 134 |
|
|
2020
Q2 | $2.58M | Sell |
27,706
-2,886
| -9% | -$268K | 0.16% | 122 |
|
|
2020
Q1 | $2.86M | Sell |
30,592
-13,995
| -31% | -$1.31M | 1.85% | 21 |
|
|
2019
Q4 | $6.18M | Sell |
44,587
-2,540
| -5% | -$352K | 3.13% | 9 |
|
|
2019
Q3 | $5.55M | Hold |
47,127
| – | – | 2.69% | 15 |
|
|
2019
Q2 | $5.13M | Sell |
47,127
-10,990
| -19% | -$1.2M | 2.35% | 24 |
|
|
2019
Q1 | $6.54M | Buy |
58,117
+585
| +1% | +$65.8K | 2.98% | 6 |
|
|
2018
Q4 | $5.57M | Buy |
57,532
+6,059
| +12% | +$587K | 3.24% | 5 |
|
|
2018
Q3 | $5.9M | Buy |
51,473
+5,897
| +13% | +$675K | 3.37% | 3 |
|
|
2018
Q2 | $4.78M | Buy |
45,576
+3,675
| +9% | +$386K | 2.87% | 6 |
|
|
2018
Q1 | $4.52M | Hold |
41,901
| – | – | 3.74% | 1 |
|
|
2017
Q4 | $4.52M | Buy |
41,901
+593
| +1% | +$63.9K | 3.3% | 4 |
|
|
2017
Q3 | $3.94M | Buy |
41,308
+5,255
| +15% | +$501K | 2.84% | 6 |
|
|
2017
Q2 | $3.29M | Hold |
36,053
| – | – | 2.67% | 13 |
|
|
2017
Q1 | $3.21M | Sell |
36,053
-9,687
| -21% | -$862K | 2.77% | 12 |
|
|
2016
Q4 | $3.93M | Buy |
45,740
+38,500
| +532% | +$3.31M | 3.39% | 5 |
|
|
2016
Q3 | $475K | Sell |
7,240
-47,560
| -87% | -$3.12M | 0.39% | 46 |
|
|
2016
Q2 | $3.35M | Buy |
54,800
+8,800
| +19% | +$538K | 3.26% | 9 |
|
|
2016
Q1 | $2.75M | Buy |
46,000
+4,000
| +10% | +$239K | 2.68% | 4 |
|
|
2015
Q4 | $2.8M | Buy |
+42,000
| New | +$2.8M | 2.62% | 7 |
|