Robbins Farley’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 | $93.6K | Sell |
323
-23
| -7% | -$6.67K | 0.04% | 69 |
|
|
2025
Q1 | $84.9K | Hold |
346
| – | – | 0.05% | 65 |
|
|
2024
Q4 | $82.9K | Hold |
346
| – | – | 0.04% | 66 |
|
|
2024
Q3 | $73K | Buy |
346
+17
| +5% | +$3.59K | 0.04% | 71 |
|
|
2024
Q2 | $66.5K | Sell |
329
-48
| -13% | -$9.71K | 0.04% | 71 |
|
|
2024
Q1 | $75.5K | Sell |
377
-44
| -10% | -$8.81K | 0.04% | 71 |
|
|
2023
Q4 | $71.6K | Hold |
421
| – | – | 0.04% | 72 |
|
|
2023
Q3 | $61.1K | Buy |
421
+96
| +30% | +$13.9K | 0.04% | 73 |
|
|
2023
Q2 | $47.3K | Sell |
325
-150
| -32% | -$21.8K | 0.03% | 74 |
|
|
2023
Q1 | $61.9K | Buy |
475
+167
| +54% | +$21.8K | 0.04% | 66 |
|
|
2022
Q4 | $41.3K | Sell |
308
-2,584
| -89% | -$347K | 0.03% | 72 |
|
|
2022
Q3 | $302K | Buy |
2,892
+11
| +0.4% | +$1.15K | 0.25% | 53 |
|
|
2022
Q2 | $324K | Buy |
+2,881
| New | +$324K | 0.34% | 39 |
|
|
2022
Q1 | – | Sell |
-2,715
| Closed | -$430K | – | 155 |
|
|
2021
Q4 | $430K | Sell |
2,715
-796
| -23% | -$126K | 0.32% | 41 |
|
|
2021
Q3 | $575K | Buy |
+3,511
| New | +$575K | 0.42% | 47 |
|
|
2021
Q1 | – | Sell |
-3,121
| Closed | -$397K | – | 186 |
|
|
2020
Q4 | $397K | Buy |
+3,121
| New | +$397K | 0.39% | 43 |
|