Procyon Advisors’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 | $16.5M | Sell |
56,752
-33,745
| -37% | -$9.78M | 1.54% | 12 |
|
|
2025
Q1 | $22.2M | Buy |
90,497
+564
| +0.6% | +$138K | 1.34% | 14 |
|
|
2024
Q4 | $21.6M | Buy |
89,933
+833
| +0.9% | +$200K | 1.37% | 16 |
|
|
2024
Q3 | $18.8M | Sell |
89,100
-2,293
| -3% | -$483K | 1.28% | 14 |
|
|
2024
Q2 | $18.5M | Sell |
91,393
-1,108
| -1% | -$224K | 1.37% | 14 |
|
|
2024
Q1 | $18.5M | Sell |
92,501
-170
| -0.2% | -$34.1K | 1.44% | 15 |
|
|
2023
Q4 | $15.8M | Buy |
92,671
+10,066
| +12% | +$1.71M | 1.34% | 16 |
|
|
2023
Q3 | $12M | Buy |
82,605
+13,530
| +20% | +$1.96M | 1.23% | 15 |
|
|
2023
Q2 | $10M | Buy |
69,075
+14,628
| +27% | +$2.13M | 1.26% | 14 |
|
|
2023
Q1 | $7.09M | Buy |
54,447
+5,162
| +10% | +$673K | 1.18% | 16 |
|
|
2022
Q4 | $6.61M | Buy |
49,285
+10,493
| +27% | +$1.41M | 1.21% | 15 |
|
|
2022
Q3 | $4.05M | Buy |
38,792
+1,572
| +4% | +$164K | 0.99% | 20 |
|
|
2022
Q2 | $4.19M | Buy |
37,220
+1,663
| +5% | +$187K | 0.92% | 24 |
|
|
2022
Q1 | $4.85M | Buy |
35,557
+6,298
| +22% | +$859K | 1% | 18 |
|
|
2021
Q4 | $4.63M | Buy |
29,259
+2,404
| +9% | +$381K | 0.99% | 20 |
|
|
2021
Q3 | $4.4M | Buy |
26,855
+2,338
| +10% | +$383K | 1.12% | 19 |
|
|
2021
Q2 | $3.81M | Buy |
24,517
+1,551
| +7% | +$241K | 1.04% | 25 |
|
|
2021
Q1 | $3.5M | Buy |
22,966
+44
| +0.2% | +$6.7K | 1.56% | 14 |
|
|
2020
Q4 | $2.91M | Buy |
22,922
+728
| +3% | +$92.5K | 1.42% | 13 |
|
|
2020
Q3 | $2.14M | Buy |
22,194
+432
| +2% | +$41.6K | 1.19% | 16 |
|
|
2020
Q2 | $2.05M | Buy |
21,762
+5,259
| +32% | +$495K | 1.09% | 16 |
|
|
2020
Q1 | $1.49M | Buy |
16,503
+2,888
| +21% | +$260K | 0.99% | 23 |
|
|
2019
Q4 | $1.9M | Buy |
+13,615
| New | +$1.9M | 1.16% | 19 |
|