Roffman Miller Associates’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 | $74.6M | Sell |
257,230
-2,305
| -0.9% | -$668K | 4.45% | 3 |
|
|
2025
Q1 | $63.7M | Sell |
259,535
-6,774
| -3% | -$1.66M | 4.01% | 4 |
|
|
2024
Q4 | $63.8M | Sell |
266,309
-10,534
| -4% | -$2.53M | 3.93% | 4 |
|
|
2024
Q3 | $58.4M | Sell |
276,843
-1,438
| -0.5% | -$303K | 3.56% | 4 |
|
|
2024
Q2 | $56.3M | Sell |
278,281
-3,118
| -1% | -$631K | 3.71% | 4 |
|
|
2024
Q1 | $56.4M | Sell |
281,399
-11,124
| -4% | -$2.23M | 3.77% | 4 |
|
|
2023
Q4 | $49.8M | Sell |
292,523
-1,033
| -0.4% | -$176K | 3.55% | 5 |
|
|
2023
Q3 | $42.6M | Sell |
293,556
-478
| -0.2% | -$69.3K | 3.37% | 6 |
|
|
2023
Q2 | $42.8M | Sell |
294,034
-990
| -0.3% | -$144K | 3.22% | 7 |
|
|
2023
Q1 | $38.4M | Buy |
295,024
+55
| +0% | +$7.17K | 3.07% | 10 |
|
|
2022
Q4 | $39.6M | Buy |
294,969
+259
| +0.1% | +$34.7K | 3.26% | 10 |
|
|
2022
Q3 | $30.8M | Buy |
294,710
+4,174
| +1% | +$436K | 2.81% | 12 |
|
|
2022
Q2 | $32.7M | Buy |
290,536
+5,177
| +2% | +$583K | 2.83% | 10 |
|
|
2022
Q1 | $38.9M | Sell |
285,359
-3,909
| -1% | -$533K | 2.89% | 10 |
|
|
2021
Q4 | $45.8M | Sell |
289,268
-2,480
| -0.9% | -$393K | 3.1% | 7 |
|
|
2021
Q3 | $47.8M | Sell |
291,748
-253,809
| -47% | -$41.5M | 3.55% | 6 |
|
|
2021
Q2 | $44.8M | Buy |
545,557
+41,487
| +8% | +$3.41M | 3.4% | 6 |
|
|
2021
Q1 | $43.7M | Buy |
504,070
+93,519
| +23% | +$8.11M | 3.63% | 5 |
|
|
2020
Q4 | $36.3M | Buy |
410,551
+121,251
| +42% | +$10.7M | 3.15% | 7 |
|
|
2020
Q3 | $27.9M | Buy |
289,300
+1,045
| +0.4% | +$101K | 2.7% | 15 |
|
|
2020
Q2 | $27.1M | Buy |
288,255
+4,351
| +2% | +$409K | 2.7% | 13 |
|
|
2020
Q1 | $25.6M | Buy |
283,904
+3,031
| +1% | +$273K | 3.2% | 10 |
|
|
2019
Q4 | $39.2M | Sell |
280,873
-395
| -0.1% | -$55.1K | 3.92% | 3 |
|
|
2019
Q3 | $33.1M | Sell |
281,268
-2,738
| -1% | -$322K | 3.47% | 6 |
|
|
2019
Q2 | $31.8M | Buy |
284,006
+3,890
| +1% | +$435K | 3.41% | 7 |
|
|
2019
Q1 | $28.4M | Buy |
280,116
+3,620
| +1% | +$366K | 3.23% | 9 |
|
|
2018
Q4 | $27M | Buy |
276,496
+379
| +0.1% | +$37K | 3.52% | 6 |
|
|
2018
Q3 | $31.2M | Sell |
276,117
-223
| -0.1% | -$25.2K | 3.46% | 6 |
|
|
2018
Q2 | $28.8M | Sell |
276,340
-1,635
| -0.6% | -$170K | 3.52% | 5 |
|
|
2018
Q1 | $30.6M | Sell |
277,975
-269
| -0.1% | -$29.6K | 3.88% | 3 |
|
|
2017
Q4 | $29.8M | Sell |
278,244
-1,744
| -0.6% | -$187K | 3.67% | 4 |
|
|
2017
Q3 | $26.7M | Buy |
279,988
+660
| +0.2% | +$63K | 3.53% | 4 |
|
|
2017
Q2 | $25.5M | Buy |
279,328
+4,445
| +2% | +$406K | 3.5% | 5 |
|
|
2017
Q1 | $24.1M | Buy |
274,883
+156
| +0.1% | +$13.7K | 3.42% | 4 |
|
|
2016
Q4 | $23.7M | Sell |
274,727
-338
| -0.1% | -$29.2K | 3.58% | 2 |
|
|
2016
Q3 | $18.3M | Buy |
275,065
+3,936
| +1% | +$262K | 2.96% | 6 |
|
|
2016
Q2 | $16.8M | Buy |
271,129
+16,813
| +7% | +$1.04M | 2.76% | 13 |
|
|
2016
Q1 | $15.1M | Buy |
254,316
+16,024
| +7% | +$949K | 2.58% | 15 |
|
|
2015
Q4 | $15.7M | Buy |
238,292
+6,304
| +3% | +$416K | 2.88% | 8 |
|
|
2015
Q3 | $14.1M | Buy |
231,988
+7,085
| +3% | +$432K | 2.77% | 9 |
|
|
2015
Q2 | $15.2M | Buy |
224,903
+1,472
| +0.7% | +$99.7K | 2.89% | 8 |
|
|
2015
Q1 | $13.5M | Buy |
223,431
+2,760
| +1% | +$167K | 2.59% | 12 |
|
|
2014
Q4 | $13.8M | Buy |
220,671
+2,154
| +1% | +$135K | 2.69% | 12 |
|
|
2014
Q3 | $13.2M | Buy |
218,517
+3,404
| +2% | +$205K | 2.7% | 11 |
|
|
2014
Q2 | $12.4M | Buy |
215,113
+5,619
| +3% | +$324K | 2.61% | 11 |
|
|
2014
Q1 | $12.7M | Buy |
209,494
+29,080
| +16% | +$1.77M | 2.82% | 10 |
|
|
2013
Q4 | $10.6M | Buy |
180,414
+6,086
| +3% | +$356K | 2.43% | 15 |
|
|
2013
Q3 | $9.01M | Buy |
174,328
+7,160
| +4% | +$370K | 2.28% | 17 |
|
|
2013
Q2 | $8.83M | Buy |
+167,168
| New | +$8.83M | 2.36% | 15 |
|