Salem Investment Counselors’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 | $66.1M | Sell |
227,894
-181
| -0.1% | -$52.5K | 2.09% | 10 |
|
|
2025
Q1 | $55.9M | Sell |
228,075
-524
| -0.2% | -$129K | 1.95% | 11 |
|
|
2024
Q4 | $54.8M | Sell |
228,599
-4,683
| -2% | -$1.12M | 1.8% | 10 |
|
|
2024
Q3 | $49.2M | Buy |
233,282
+2,833
| +1% | +$597K | 1.48% | 14 |
|
|
2024
Q2 | $46.6M | Sell |
230,449
-939
| -0.4% | -$190K | 1.5% | 13 |
|
|
2024
Q1 | $46.3M | Buy |
231,388
+4,402
| +2% | +$882K | 1.52% | 12 |
|
|
2023
Q4 | $38.6M | Buy |
226,986
+2,577
| +1% | +$438K | 1.32% | 14 |
|
|
2023
Q3 | $32.5M | Buy |
224,409
+2,676
| +1% | +$388K | 1.24% | 12 |
|
|
2023
Q2 | $32.2M | Sell |
221,733
-2,662
| -1% | -$387K | 1.17% | 13 |
|
|
2023
Q1 | $29.2M | Buy |
224,395
+7,405
| +3% | +$965K | 1.17% | 12 |
|
|
2022
Q4 | $29.1M | Buy |
216,990
+2,579
| +1% | +$346K | 1.25% | 10 |
|
|
2022
Q3 | $22.4M | Buy |
214,411
+7,000
| +3% | +$732K | 1.02% | 13 |
|
|
2022
Q2 | $23.4M | Buy |
207,411
+9,585
| +5% | +$1.08M | 1.06% | 13 |
|
|
2022
Q1 | $27M | Buy |
197,826
+311
| +0.2% | +$42.4K | 1.06% | 14 |
|
|
2021
Q4 | $31.3M | Buy |
197,515
+4,220
| +2% | +$668K | 1.09% | 14 |
|
|
2021
Q3 | $31.6M | Buy |
193,295
+6,117
| +3% | +$1M | 1.73% | 12 |
|
|
2021
Q2 | $29.1M | Buy |
187,178
+8,532
| +5% | +$1.33M | 1.6% | 13 |
|
|
2021
Q1 | $27.2M | Buy |
178,646
+5,004
| +3% | +$762K | 1.66% | 12 |
|
|
2020
Q4 | $22.1M | Buy |
173,642
+2,974
| +2% | +$378K | 1.45% | 14 |
|
|
2020
Q3 | $16.4M | Sell |
170,668
-138
| -0.1% | -$13.3K | 1.26% | 19 |
|
|
2020
Q2 | $16.1M | Buy |
170,806
+699
| +0.4% | +$65.7K | 1.36% | 18 |
|
|
2020
Q1 | $15.3M | Buy |
170,107
+720
| +0.4% | +$64.8K | 1.58% | 14 |
|
|
2019
Q4 | $23.6M | Sell |
169,387
-514
| -0.3% | -$71.7K | 1.95% | 9 |
|
|
2019
Q3 | $20M | Buy |
169,901
+1,675
| +1% | +$197K | 1.84% | 9 |
|
|
2019
Q2 | $18.8M | Buy |
168,226
+7,165
| +4% | +$801K | 1.73% | 12 |
|
|
2019
Q1 | $18.2M | Sell |
161,061
-6,355
| -4% | -$717K | 1.86% | 12 |
|
|
2018
Q4 | $16.3M | Buy |
167,416
+6,355
| +4% | +$620K | 2.06% | 11 |
|
|
2018
Q3 | $18.2M | Buy |
161,061
+371
| +0.2% | +$41.9K | 1.86% | 12 |
|
|
2018
Q2 | $16.7M | Buy |
160,690
+2,633
| +2% | +$274K | 1.53% | 14 |
|
|
2018
Q1 | $17.1M | Buy |
158,057
+899
| +0.6% | +$97.4K | 1.94% | 14 |
|
|
2017
Q4 | $16.8M | Sell |
157,158
-2,920
| -2% | -$312K | 1.82% | 13 |
|
|
2017
Q3 | $15.4M | Sell |
160,078
-3,340
| -2% | -$322K | 1.8% | 13 |
|
|
2017
Q2 | $14.9M | Sell |
163,418
-6,184
| -4% | -$565K | 1.73% | 15 |
|
|
2017
Q1 | $14.7M | Buy |
169,602
+22,826
| +16% | +$1.98M | 1.58% | 15 |
|
|
2016
Q4 | $12.7M | Buy |
+146,776
| New | +$12.7M | 1.45% | 19 |
|
|
2016
Q3 | – | Sell |
-128,062
| Closed | -$7.96M | – | 534 |
|
|
2016
Q2 | $7.96M | Buy |
128,062
+11,755
| +10% | +$730K | 0.96% | 33 |
|
|
2016
Q1 | $6.89M | Buy |
116,307
+2,500
| +2% | +$148K | 0.85% | 36 |
|
|
2015
Q4 | $7.52M | Sell |
113,807
-335
| -0.3% | -$22.1K | 0.95% | 35 |
|
|
2015
Q3 | $838K | Buy |
114,142
+3,350
| +3% | +$24.6K | 0.11% | 144 |
|
|
2015
Q2 | $7.51M | Sell |
110,792
-1,325
| -1% | -$89.8K | 0.91% | 32 |
|
|
2015
Q1 | $6.79M | Sell |
112,117
-439
| -0.4% | -$26.6K | 0.81% | 36 |
|
|
2014
Q4 | $7.04M | Buy |
112,556
+1,100
| +1% | +$68.8K | 0.84% | 37 |
|
|
2014
Q3 | $6.71M | Sell |
111,456
-615
| -0.5% | -$37K | 0.81% | 40 |
|
|
2014
Q2 | $6.46M | Buy |
112,071
+409
| +0.4% | +$23.6K | 0.78% | 40 |
|
|
2014
Q1 | $6.78M | Buy |
111,662
+1,401
| +1% | +$85.1K | 0.84% | 39 |
|
|
2013
Q4 | $6.45M | Sell |
110,261
-400
| -0.4% | -$23.4K | 0.84% | 41 |
|
|
2013
Q3 | $5.72M | Sell |
110,661
-51,557
| -32% | -$2.66M | 0.79% | 39 |
|
|
2013
Q2 | $8.56M | Buy |
+162,218
| New | +$8.56M | 1.24% | 24 |
|