Proffitt & Goodson’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 | $2.29M | Buy |
7,911
+124
| +2% | +$35.9K | 0.35% | 31 |
|
|
2025
Q1 | $1.91M | Sell |
7,787
-128
| -2% | -$31.4K | 0.31% | 35 |
|
|
2024
Q4 | $1.9M | Sell |
7,915
-35
| -0.4% | -$8.39K | 0.31% | 36 |
|
|
2024
Q3 | $1.68M | Sell |
7,950
-109
| -1% | -$23K | 0.27% | 38 |
|
|
2024
Q2 | $1.63M | Sell |
8,059
-65
| -0.8% | -$13.1K | 0.29% | 38 |
|
|
2024
Q1 | $1.63M | Sell |
8,124
-189
| -2% | -$37.9K | 0.29% | 39 |
|
|
2023
Q4 | $1.41M | Sell |
8,313
-143
| -2% | -$24.3K | 0.27% | 41 |
|
|
2023
Q3 | $1.23M | Sell |
8,456
-324
| -4% | -$47K | 0.25% | 46 |
|
|
2023
Q2 | $1.28M | Buy |
8,780
+105
| +1% | +$15.3K | 0.25% | 43 |
|
|
2023
Q1 | $1.13M | Buy |
8,675
+630
| +8% | +$82.1K | 0.23% | 45 |
|
|
2022
Q4 | $1.08M | Buy |
8,045
+91
| +1% | +$12.2K | 0.23% | 52 |
|
|
2022
Q3 | $831K | Sell |
7,954
-69
| -0.9% | -$7.21K | 0.18% | 60 |
|
|
2022
Q2 | $903K | Buy |
8,023
+551
| +7% | +$62K | 0.18% | 59 |
|
|
2022
Q1 | $1.02M | Buy |
7,472
+310
| +4% | +$42.3K | 0.18% | 58 |
|
|
2021
Q4 | $1.13M | Sell |
7,162
-53
| -0.7% | -$8.39K | 0.2% | 57 |
|
|
2021
Q3 | $1.18M | Hold |
7,215
| – | – | 0.22% | 49 |
|
|
2021
Q2 | $1.12M | Sell |
7,215
-113
| -2% | -$17.6K | 0.2% | 51 |
|
|
2021
Q1 | $1.12M | Sell |
7,328
-309
| -4% | -$47.1K | 0.21% | 53 |
|
|
2020
Q4 | $970K | Sell |
7,637
-359
| -4% | -$45.6K | 0.2% | 59 |
|
|
2020
Q3 | $770K | Sell |
7,996
-296
| -4% | -$28.5K | 0.16% | 61 |
|
|
2020
Q2 | $780K | Sell |
8,292
-253
| -3% | -$23.8K | 0.17% | 55 |
|
|
2020
Q1 | $769K | Sell |
8,545
-668
| -7% | -$60.1K | 0.2% | 51 |
|
|
2019
Q4 | $1.28M | Sell |
9,213
-411
| -4% | -$57.3K | 0.29% | 41 |
|
|
2019
Q3 | $1.13M | Buy |
9,624
+170
| +2% | +$20K | 0.27% | 42 |
|
|
2019
Q2 | $1.06M | Sell |
9,454
-190
| -2% | -$21.2K | 0.26% | 44 |
|
|
2019
Q1 | $976K | Sell |
9,644
-241
| -2% | -$24.4K | 0.25% | 47 |
|
|
2018
Q4 | $965K | Sell |
9,885
-497
| -5% | -$48.5K | 0.27% | 47 |
|
|
2018
Q3 | $1.17M | Sell |
10,382
-418
| -4% | -$47.2K | 0.29% | 40 |
|
|
2018
Q2 | $1.13M | Sell |
10,800
-1,067
| -9% | -$111K | 0.48% | 24 |
|
|
2018
Q1 | $1.31M | Sell |
11,867
-602
| -5% | -$66.2K | 0.56% | 22 |
|
|
2017
Q4 | $1.33M | Sell |
12,469
-1,067
| -8% | -$114K | 0.55% | 22 |
|
|
2017
Q3 | $1.29M | Sell |
13,536
-625
| -4% | -$59.7K | 0.57% | 22 |
|
|
2017
Q2 | $1.29M | Buy |
14,161
+7,411
| +110% | +$677K | 0.58% | 25 |
|
|
2017
Q1 | $593K | Buy |
6,750
+480
| +8% | +$42.2K | 0.28% | 42 |
|
|
2016
Q4 | $541K | Buy |
6,270
+550
| +10% | +$47.5K | 0.27% | 42 |
|
|
2016
Q3 | $381K | Buy |
5,720
+860
| +18% | +$57.3K | 0.2% | 43 |
|
|
2016
Q2 | $302K | Hold |
4,860
| – | – | 0.17% | 42 |
|
|
2016
Q1 | $288K | Buy |
4,860
+230
| +5% | +$13.6K | 0.16% | 41 |
|
|
2015
Q4 | $306K | Buy |
4,630
+920
| +25% | +$60.8K | 0.18% | 40 |
|
|
2015
Q3 | $226K | Buy |
+3,710
| New | +$226K | 0.14% | 40 |
|