Private Wealth 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 | $45.6M | Sell |
157,441
-3,212
| -2% | -$931K | 3.56% | 7 |
|
|
2025
Q1 | $39.4M | Sell |
160,653
-12,256
| -7% | -$3.01M | 3.26% | 8 |
|
|
2024
Q4 | $41.4M | Sell |
172,909
-2,483
| -1% | -$595K | 3.18% | 7 |
|
|
2024
Q3 | $37M | Sell |
175,392
-51,910
| -23% | -$10.9M | 2.95% | 9 |
|
|
2024
Q2 | $46M | Sell |
227,302
-6,942
| -3% | -$1.4M | 3.41% | 7 |
|
|
2024
Q1 | $46.9M | Sell |
234,244
-3,438
| -1% | -$689K | 3.75% | 8 |
|
|
2023
Q4 | $40.4M | Buy |
237,682
+236
| +0.1% | +$40.1K | 3.42% | 7 |
|
|
2023
Q3 | $34.4M | Buy |
237,446
+261
| +0.1% | +$37.9K | 3.29% | 9 |
|
|
2023
Q2 | $34.5M | Sell |
237,185
-773
| -0.3% | -$112K | 3.17% | 9 |
|
|
2023
Q1 | $31M | Buy |
237,958
+10,766
| +5% | +$1.4M | 3.1% | 8 |
|
|
2022
Q4 | $30.5M | Buy |
227,192
+491
| +0.2% | +$65.8K | 3.49% | 8 |
|
|
2022
Q3 | $23.7M | Sell |
226,701
-2,683
| -1% | -$280K | 3.03% | 9 |
|
|
2022
Q2 | $25.8M | Sell |
229,384
-5,666
| -2% | -$638K | 3% | 8 |
|
|
2022
Q1 | $32M | Buy |
235,050
+375
| +0.2% | +$51.1K | 2.87% | 7 |
|
|
2021
Q4 | $37.2M | Sell |
234,675
-639
| -0.3% | -$101K | 3.14% | 7 |
|
|
2021
Q3 | $38.5M | Sell |
235,314
-1,002
| -0.4% | -$164K | 3.58% | 7 |
|
|
2021
Q2 | $36.8M | Buy |
236,316
+203
| +0.1% | +$31.6K | 3.4% | 8 |
|
|
2021
Q1 | $35.9M | Sell |
236,113
-2,510
| -1% | -$382K | 3.81% | 7 |
|
|
2020
Q4 | $30.3M | Buy |
238,623
+3,475
| +1% | +$442K | 3.29% | 8 |
|
|
2020
Q3 | $22.6M | Buy |
235,148
+1,514
| +0.6% | +$146K | 2.65% | 11 |
|
|
2020
Q2 | $22M | Buy |
233,634
+8,529
| +4% | +$802K | 3.01% | 8 |
|
|
2020
Q1 | $20.3M | Sell |
225,105
-15,445
| -6% | -$1.39M | 3.42% | 8 |
|
|
2019
Q4 | $33.5M | Buy |
240,550
+4,357
| +2% | +$607K | 4.57% | 6 |
|
|
2019
Q3 | $27.8M | Sell |
236,193
-2,514
| -1% | -$296K | 4.33% | 7 |
|
|
2019
Q2 | $26.7M | Buy |
238,707
+402
| +0.2% | +$44.9K | 4.11% | 7 |
|
|
2019
Q1 | $24.1M | Buy |
238,305
+8,353
| +4% | +$846K | 3.97% | 7 |
|
|
2018
Q4 | $22.4M | Buy |
229,952
+20,838
| +10% | +$2.03M | 4.34% | 7 |
|
|
2018
Q3 | $23.6M | Buy |
209,114
+3,621
| +2% | +$409K | 3.6% | 6 |
|
|
2018
Q2 | $21.4M | Buy |
205,493
+4,730
| +2% | +$493K | 3.6% | 6 |
|
|
2018
Q1 | $22.1M | Buy |
200,763
+14,055
| +8% | +$1.55M | 3.84% | 6 |
|
|
2017
Q4 | $20M | Buy |
186,708
+255
| +0.1% | +$27.3K | 3.69% | 6 |
|
|
2017
Q3 | $17.8M | Buy |
186,453
+735
| +0.4% | +$70.2K | 3.58% | 6 |
|
|
2017
Q2 | $17M | Buy |
185,718
+2,685
| +1% | +$245K | 3.69% | 6 |
|
|
2017
Q1 | $16.1M | Sell |
183,033
-6,132
| -3% | -$539K | 3.56% | 6 |
|
|
2016
Q4 | $16.3M | Sell |
189,165
-4,840
| -2% | -$418K | 3.88% | 5 |
|
|
2016
Q3 | $12.9M | Sell |
194,005
-2,120
| -1% | -$141K | 3.1% | 9 |
|
|
2016
Q2 | $12.2M | Sell |
196,125
-12,400
| -6% | -$771K | 2.93% | 9 |
|
|
2016
Q1 | $12.3M | Sell |
208,525
-9,100
| -4% | -$539K | 2.97% | 9 |
|
|
2015
Q4 | $14.4M | Sell |
217,625
-7,595
| -3% | -$502K | 3.36% | 6 |
|
|
2015
Q3 | $13.7M | Buy |
225,220
+2,670
| +1% | +$163K | 3.46% | 6 |
|
|
2015
Q2 | $15.1M | Buy |
222,550
+8,340
| +4% | +$565K | 3.41% | 5 |
|
|
2015
Q1 | $13M | Buy |
214,210
+6,583
| +3% | +$399K | 2.99% | 5 |
|
|
2014
Q4 | $13M | Buy |
207,627
+5,550
| +3% | +$347K | 3.05% | 4 |
|
|
2014
Q3 | $12.2M | Sell |
202,077
-4,360
| -2% | -$263K | 2.67% | 6 |
|
|
2014
Q2 | $11.9M | Sell |
206,437
-6,650
| -3% | -$383K | 2.61% | 8 |
|
|
2014
Q1 | $12.9M | Buy |
213,087
+9,990
| +5% | +$607K | 3.05% | 6 |
|
|
2013
Q4 | $11.9M | Buy |
203,097
+31,122
| +18% | +$1.82M | 2.65% | 6 |
|
|
2013
Q3 | $8.89M | Buy |
171,975
+10,028
| +6% | +$518K | 2.11% | 14 |
|
|
2013
Q2 | $8.55M | Buy |
+161,947
| New | +$8.55M | 2.13% | 14 |
|