PSI Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
4,451
+480
| +12% | +$146K | 0.31% | 48 |
|
|
2025
Q4 | $1.28M | Buy |
3,971
+167
| +4% | +$51.7K | 0.32% | 42 |
|
|
2025
Q3 | $1.2M | Sell |
3,804
-280
| -7% | -$83.3K | 0.31% | 43 |
|
|
2025
Q2 | $1.18M | Sell |
4,084
-207
| -5% | -$52.8K | 0.58% | 27 |
|
|
2025
Q1 | $1.05M | Sell |
4,291
-269
| -6% | -$68.6K | 0.34% | 40 |
|
|
2024
Q4 | $1.09M | Buy |
4,560
+2
| +0% | +$466 | 0.32% | 46 |
|
|
2024
Q3 | $961K | Buy |
4,558
+2
| +0% | +$421 | 0.28% | 54 |
|
|
2024
Q2 | $921K | Sell |
4,556
-50
| -1% | -$9.78K | 0.29% | 54 |
|
|
2024
Q1 | $923K | Sell |
4,606
-1,470
| -24% | -$265K | 0.33% | 54 |
|
|
2023
Q4 | $1.03M | Sell |
6,076
-107
| -2% | -$16.2K | 0.39% | 48 |
|
|
2023
Q3 | $897K | Sell |
6,183
-2,489
| -29% | -$373K | 0.39% | 46 |
|
|
2023
Q2 | $1.26M | Buy |
8,672
+260
| +3% | +$35.8K | 0.55% | 35 |
|
|
2023
Q1 | $1.1M | Sell |
8,412
-149
| -2% | -$20.4K | 0.53% | 38 |
|
|
2022
Q4 | $1.15M | Buy |
8,561
+165
| +2% | +$20.9K | 0.61% | 32 |
|
|
2022
Q3 | $877K | Sell |
8,396
-388
| -4% | -$44.5K | 0.46% | 43 |
|
|
2022
Q2 | $989K | Sell |
8,784
-185
| -2% | -$22.9K | 0.49% | 43 |
|
|
2022
Q1 | $1.22M | Buy |
8,969
+51
| +0.6% | +$7.53K | 0.5% | 42 |
|
|
2021
Q4 | $1.41M | Buy |
8,918
+30
| +0.3% | +$4.93K | 0.57% | 36 |
|
|
2021
Q3 | $1.45M | Buy |
8,888
+1,307
| +17% | +$205K | 0.67% | 29 |
|
|
2021
Q2 | $1.18M | Buy |
7,581
+2,058
| +37% | +$323K | 0.62% | 37 |
|
|
2021
Q1 | $840K | Buy |
5,523
+191
| +4% | +$27.5K | 0.49% | 46 |
|
|
2020
Q4 | $677K | Sell |
5,332
-1,983
| -27% | -$222K | 0.47% | 50 |
|
|
2020
Q3 | $704K | Buy |
7,315
+870
| +13% | +$85.4K | 0.54% | 37 |
|
|
2020
Q2 | $606K | Buy |
6,445
+2,575
| +67% | +$244K | 0.49% | 49 |
|
|
2020
Q1 | $348K | Buy |
3,870
+916
| +31% | +$111K | 0.32% | 63 |
|
|
2019
Q4 | $411K | Buy |
+2,954
| New | +$379K | 0.26% | 78 |
|
Other funds holding JPM
VCM
VPM
