Private Portfolio Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.09M | Buy |
8,723
+212
| +2% | +$50.8K | 0.38% | 49 |
|
|
2024
Q3 | $1.79M | Buy |
8,511
+143
| +2% | +$30.2K | 0.34% | 55 |
|
|
2024
Q2 | $1.69M | Sell |
8,368
-165
| -2% | -$33.4K | 1.38% | 19 |
|
|
2024
Q1 | $1.71M | Sell |
8,533
-274
| -3% | -$54.9K | 0.36% | 52 |
|
|
2023
Q4 | $1.5M | Sell |
8,807
-77
| -0.9% | -$13.1K | 0.34% | 55 |
|
|
2023
Q3 | $1.29M | Buy |
8,884
+107
| +1% | +$15.5K | 0.33% | 62 |
|
|
2023
Q2 | $1.28M | Sell |
8,777
-154
| -2% | -$22.4K | 0.33% | 63 |
|
|
2023
Q1 | $1.16M | Sell |
8,931
-582
| -6% | -$75.8K | 0.32% | 65 |
|
|
2022
Q4 | $1.28M | Sell |
9,513
-1,884
| -17% | -$253K | 0.34% | 65 |
|
|
2022
Q3 | $1.19M | Sell |
11,397
-2,272
| -17% | -$237K | 0.34% | 68 |
|
|
2022
Q2 | $1.54M | Buy |
13,669
+990
| +8% | +$111K | 0.43% | 52 |
|
|
2022
Q1 | $1.73M | Buy |
12,679
+1,033
| +9% | +$141K | 0.43% | 51 |
|
|
2021
Q4 | $1.84M | Sell |
11,646
-552
| -5% | -$87.4K | 0.47% | 48 |
|
|
2021
Q3 | $2M | Buy |
12,198
+38
| +0.3% | +$6.22K | 0.57% | 41 |
|
|
2021
Q2 | $1.89M | Sell |
12,160
-600
| -5% | -$93.3K | 0.55% | 42 |
|
|
2021
Q1 | $1.94M | Buy |
12,760
+2,893
| +29% | +$440K | 0.63% | 39 |
|
|
2020
Q4 | $1.25M | Sell |
9,867
-340
| -3% | -$43.2K | 0.44% | 55 |
|
|
2020
Q3 | $983K | Buy |
10,207
+391
| +4% | +$37.6K | 0.4% | 60 |
|
|
2020
Q2 | $923K | Sell |
9,816
-6,217
| -39% | -$585K | 0.43% | 58 |
|
|
2020
Q1 | $1.44M | Sell |
16,033
-21
| -0.1% | -$1.89K | 0.77% | 32 |
|
|
2019
Q4 | $2.24M | Sell |
16,054
-251
| -2% | -$35K | 0.97% | 25 |
|
|
2019
Q3 | $1.92M | Sell |
16,305
-1,413
| -8% | -$166K | 0.9% | 27 |
|
|
2019
Q2 | $1.98M | Buy |
17,718
+7,368
| +71% | +$823K | 0.85% | 24 |
|
|
2019
Q1 | $1.05M | Buy |
10,350
+455
| +5% | +$46.1K | 0.55% | 54 |
|
|
2018
Q4 | $966K | Buy |
+9,895
| New | +$966K | 0.6% | 52 |
|