Principal Street Partners’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 | $5.04M | Buy |
17,399
+10,272
| +144% | +$2.98M | 0.49% | 55 |
|
|
2025
Q1 | $1.75M | Sell |
7,127
-29,592
| -81% | -$7.26M | 0.33% | 61 |
|
|
2024
Q4 | $8.8M | Sell |
36,719
-4,385
| -11% | -$1.05M | 1.73% | 9 |
|
|
2024
Q3 | $8.59M | Sell |
41,104
-4,312
| -9% | -$901K | 1.4% | 10 |
|
|
2024
Q2 | $9.19M | Sell |
45,416
-403
| -0.9% | -$81.5K | 1.65% | 9 |
|
|
2024
Q1 | $9.16M | Buy |
45,819
+10,333
| +29% | +$2.06M | 1.73% | 8 |
|
|
2023
Q4 | $6.04M | Sell |
35,486
-4,098
| -10% | -$697K | 1.46% | 11 |
|
|
2023
Q3 | $5.74M | Sell |
39,584
-2,074
| -5% | -$301K | 1.14% | 13 |
|
|
2023
Q2 | $6.06M | Sell |
41,658
-1,832
| -4% | -$266K | 1.44% | 9 |
|
|
2023
Q1 | $5.67M | Sell |
43,490
-1,578
| -4% | -$206K | 1.43% | 19 |
|
|
2022
Q4 | $6.04M | Sell |
45,068
-650
| -1% | -$87.2K | 1.52% | 11 |
|
|
2022
Q3 | $4.78M | Buy |
45,718
+4,334
| +10% | +$453K | 1.27% | 28 |
|
|
2022
Q2 | $4.66M | Buy |
41,384
+8,045
| +24% | +$906K | 1.21% | 36 |
|
|
2022
Q1 | $4.54M | Buy |
33,339
+1,545
| +5% | +$211K | 1.04% | 46 |
|
|
2021
Q4 | $5.04M | Sell |
31,794
-481
| -1% | -$76.2K | 1.21% | 31 |
|
|
2021
Q3 | $5.28M | Sell |
32,275
-105
| -0.3% | -$17.2K | 1.44% | 14 |
|
|
2021
Q2 | $5.04M | Sell |
32,380
-57,691
| -64% | -$8.97M | 1.33% | 23 |
|
|
2021
Q1 | $13.7M | Buy |
90,071
+53,157
| +144% | +$8.09M | 1.77% | 18 |
|
|
2020
Q4 | $4.69M | Sell |
36,914
-3,914
| -10% | -$497K | 1.44% | 19 |
|
|
2020
Q3 | $3.93M | Buy |
40,828
+2,384
| +6% | +$229K | 1.38% | 35 |
|
|
2020
Q2 | $3.62M | Buy |
+38,444
| New | +$3.62M | 1.35% | 42 |
|