ProVise Management Group’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 | $31.3M | Sell |
108,075
-965
| -0.9% | -$280K | 2.47% | 5 |
|
|
2025
Q1 | $26.7M | Sell |
109,040
-2,213
| -2% | -$543K | 2.27% | 8 |
|
|
2024
Q4 | $26.7M | Sell |
111,253
-7,307
| -6% | -$1.75M | 2.29% | 9 |
|
|
2024
Q3 | $25M | Sell |
118,560
-221
| -0.2% | -$46.6K | 1.98% | 11 |
|
|
2024
Q2 | $24M | Sell |
118,781
-358
| -0.3% | -$72.4K | 2.04% | 11 |
|
|
2024
Q1 | $23.9M | Sell |
119,139
-3,009
| -2% | -$603K | 2.07% | 7 |
|
|
2023
Q4 | $20.8M | Buy |
122,148
+1,698
| +1% | +$289K | 1.76% | 9 |
|
|
2023
Q3 | $17.5M | Buy |
120,450
+1,249
| +1% | +$181K | 1.62% | 15 |
|
|
2023
Q2 | $17.3M | Buy |
119,201
+6,656
| +6% | +$968K | 1.57% | 15 |
|
|
2023
Q1 | $14.7M | Buy |
112,545
+5,954
| +6% | +$776K | 1.4% | 19 |
|
|
2022
Q4 | $14.3M | Buy |
106,591
+7,894
| +8% | +$1.06M | 1.45% | 15 |
|
|
2022
Q3 | $10.3M | Buy |
98,697
+42,415
| +75% | +$4.43M | 1.15% | 22 |
|
|
2022
Q2 | $6.34M | Buy |
56,282
+28,968
| +106% | +$3.26M | 0.68% | 45 |
|
|
2022
Q1 | $3.72M | Buy |
27,314
+435
| +2% | +$59.3K | 0.35% | 80 |
|
|
2021
Q4 | $4.26M | Buy |
26,879
+113
| +0.4% | +$17.9K | 0.39% | 75 |
|
|
2021
Q3 | $4.38M | Buy |
26,766
+299
| +1% | +$48.9K | 0.43% | 71 |
|
|
2021
Q2 | $4.12M | Sell |
26,467
-537
| -2% | -$83.5K | 0.42% | 74 |
|
|
2021
Q1 | $4.11M | Sell |
27,004
-4,412
| -14% | -$672K | 0.44% | 67 |
|
|
2020
Q4 | $3.99M | Buy |
31,416
+1,033
| +3% | +$131K | 0.46% | 64 |
|
|
2020
Q3 | $2.93M | Sell |
30,383
-1,009
| -3% | -$97.1K | 0.39% | 72 |
|
|
2020
Q2 | $2.95M | Buy |
31,392
+119
| +0.4% | +$11.2K | 0.42% | 69 |
|
|
2020
Q1 | $2.82M | Sell |
31,273
-1,854
| -6% | -$167K | 0.47% | 64 |
|
|
2019
Q4 | $4.62M | Buy |
33,127
+57
| +0.2% | +$7.95K | 0.57% | 54 |
|
|
2019
Q3 | $3.89M | Sell |
33,070
-242
| -0.7% | -$28.5K | 0.52% | 58 |
|
|
2019
Q2 | $3.72M | Buy |
33,312
+4,132
| +14% | +$462K | 0.5% | 59 |
|
|
2019
Q1 | $2.95M | Sell |
29,180
-708
| -2% | -$71.7K | 0.41% | 69 |
|
|
2018
Q4 | $2.92M | Buy |
29,888
+344
| +1% | +$33.6K | 0.46% | 60 |
|
|
2018
Q3 | $3.33M | Buy |
29,544
+496
| +2% | +$56K | 0.44% | 65 |
|
|
2018
Q2 | $3.03K | Sell |
29,048
-2,677
| -8% | -$279 | 0.23% | 88 |
|
|
2018
Q1 | $3.49M | Buy |
31,725
+572
| +2% | +$62.9K | 0.51% | 59 |
|
|
2017
Q4 | $3.33M | Sell |
31,153
-5,658
| -15% | -$605K | 0.48% | 62 |
|
|
2017
Q3 | $3.52M | Sell |
36,811
-2,775
| -7% | -$265K | 0.51% | 58 |
|
|
2017
Q2 | $3.62M | Sell |
39,586
-1,075
| -3% | -$98.3K | 0.55% | 56 |
|
|
2017
Q1 | $3.57M | Sell |
40,661
-2,299
| -5% | -$202K | 0.57% | 52 |
|
|
2016
Q4 | $3.71M | Buy |
42,960
+35
| +0.1% | +$3.02K | 0.63% | 45 |
|
|
2016
Q3 | $2.86M | Sell |
42,925
-117
| -0.3% | -$7.79K | 0.5% | 60 |
|
|
2016
Q2 | $2.68M | Sell |
43,042
-500
| -1% | -$31.1K | 0.49% | 62 |
|
|
2016
Q1 | $2.58M | Buy |
43,542
+1,005
| +2% | +$59.5K | 0.53% | 57 |
|
|
2015
Q4 | $2.81M | Buy |
42,537
+4,300
| +11% | +$284K | 0.59% | 47 |
|
|
2015
Q3 | $2.33M | Buy |
38,237
+4,350
| +13% | +$265K | 0.54% | 52 |
|
|
2015
Q2 | $2.3M | Buy |
33,887
+495
| +1% | +$33.5K | 0.49% | 60 |
|
|
2015
Q1 | $2.02M | Buy |
33,392
+567
| +2% | +$34.4K | 0.43% | 69 |
|
|
2014
Q4 | $2.05M | Sell |
32,825
-430
| -1% | -$26.9K | 0.44% | 67 |
|
|
2014
Q3 | $2M | Sell |
33,255
-2,100
| -6% | -$126K | 0.43% | 68 |
|
|
2014
Q2 | $2.04M | Buy |
35,355
+350
| +1% | +$20.2K | 0.44% | 70 |
|
|
2014
Q1 | $2.13M | Sell |
35,005
-8,185
| -19% | -$497K | 0.51% | 55 |
|
|
2013
Q4 | $2.53M | Buy |
43,190
+3,950
| +10% | +$231K | 0.65% | 40 |
|
|
2013
Q3 | $2.03M | Buy |
39,240
+210
| +0.5% | +$10.9K | 0.57% | 44 |
|
|
2013
Q2 | $2.06M | Buy |
+39,030
| New | +$2.06M | 0.61% | 42 |
|