Resonant Capital 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 | $10.2M | Buy |
35,304
+2,718
| +8% | +$788K | 0.65% | 36 |
|
|
2025
Q1 | $7.99M | Sell |
32,586
-156
| -0.5% | -$38.3K | 0.56% | 39 |
|
|
2024
Q4 | $7.85M | Buy |
32,742
+148
| +0.5% | +$35.5K | 0.57% | 40 |
|
|
2024
Q3 | $6.87M | Buy |
32,594
+246
| +0.8% | +$51.9K | 0.51% | 43 |
|
|
2024
Q2 | $6.54M | Buy |
32,348
+3,044
| +10% | +$616K | 0.53% | 43 |
|
|
2024
Q1 | $5.87M | Buy |
29,304
+1,514
| +5% | +$303K | 0.5% | 43 |
|
|
2023
Q4 | $4.73M | Sell |
27,790
-1,768
| -6% | -$301K | 0.46% | 48 |
|
|
2023
Q3 | $4.29M | Sell |
29,558
-492
| -2% | -$71.4K | 0.46% | 47 |
|
|
2023
Q2 | $4.37M | Sell |
30,050
-375
| -1% | -$54.5K | 0.48% | 49 |
|
|
2023
Q1 | $3.96M | Sell |
30,425
-473
| -2% | -$61.6K | 0.45% | 52 |
|
|
2022
Q4 | $4.14M | Buy |
30,898
+3,735
| +14% | +$501K | 0.52% | 50 |
|
|
2022
Q3 | $2.84M | Sell |
27,163
-717
| -3% | -$74.9K | 0.43% | 64 |
|
|
2022
Q2 | $3.14M | Buy |
27,880
+1,064
| +4% | +$120K | 0.49% | 56 |
|
|
2022
Q1 | $3.63M | Buy |
26,816
+1,397
| +5% | +$189K | 0.54% | 43 |
|
|
2021
Q4 | $4.03M | Buy |
25,419
+1,697
| +7% | +$269K | 0.61% | 35 |
|
|
2021
Q3 | $3.88M | Buy |
23,722
+3,521
| +17% | +$576K | 0.68% | 31 |
|
|
2021
Q2 | $3.14M | Sell |
20,201
-46
| -0.2% | -$7.16K | 0.61% | 31 |
|
|
2021
Q1 | $3.08M | Buy |
20,247
+1,077
| +6% | +$164K | 0.63% | 29 |
|
|
2020
Q4 | $2.44M | Buy |
19,170
+865
| +5% | +$110K | 0.58% | 32 |
|
|
2020
Q3 | $1.76M | Buy |
18,305
+469
| +3% | +$45.1K | 0.5% | 39 |
|
|
2020
Q2 | $1.68M | Sell |
17,836
-5,226
| -23% | -$492K | 0.49% | 42 |
|
|
2020
Q1 | $2.08M | Buy |
23,062
+2,819
| +14% | +$254K | 0.76% | 36 |
|
|
2019
Q4 | $2.82M | Buy |
+20,243
| New | +$2.82M | 0.89% | 24 |
|