Salomon & Ludwin’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 | $1.43M | Sell |
4,905
-106
| -2% | -$31K | 0.14% | 74 |
|
|
2025
Q1 | $1.23M | Buy |
5,011
+2,140
| +75% | +$525K | 0.13% | 74 |
|
|
2024
Q4 | $688K | Sell |
2,871
-677
| -19% | -$162K | 0.07% | 87 |
|
|
2024
Q3 | $748K | Sell |
3,548
-108
| -3% | -$22.8K | 0.08% | 92 |
|
|
2024
Q2 | $739K | Sell |
3,656
-2,519
| -41% | -$509K | 0.08% | 92 |
|
|
2024
Q1 | $1.24M | Buy |
6,175
+163
| +3% | +$32.6K | 0.11% | 82 |
|
|
2023
Q4 | $872K | Hold |
6,012
| – | – | 0.09% | 85 |
|
|
2023
Q3 | $872K | Buy |
6,012
+129
| +2% | +$18.7K | 0.09% | 85 |
|
|
2023
Q2 | $856K | Sell |
5,883
-8
| -0.1% | -$1.16K | 0.09% | 83 |
|
|
2023
Q1 | $768K | Sell |
5,891
-21
| -0.4% | -$2.74K | 0.09% | 85 |
|
|
2022
Q4 | $793K | Buy |
5,912
+967
| +20% | +$130K | 0.1% | 83 |
|
|
2022
Q3 | $517K | Buy |
4,945
+2,049
| +71% | +$214K | 0.08% | 87 |
|
|
2022
Q2 | $326K | Buy |
2,896
+594
| +26% | +$66.9K | 0.05% | 100 |
|
|
2022
Q1 | $314K | Buy |
2,302
+44
| +2% | +$6K | 0.05% | 92 |
|
|
2021
Q4 | $358K | Buy |
2,258
+310
| +16% | +$49.2K | 0.05% | 74 |
|
|
2021
Q3 | $319K | Buy |
+1,948
| New | +$319K | 0.05% | 70 |
|
|
2020
Q2 | – | Sell |
-424
| Closed | -$38K | – | 144 |
|
|
2020
Q1 | $38K | Hold |
424
| – | – | 0.01% | 103 |
|
|
2019
Q4 | $59K | Sell |
424
-14
| -3% | -$1.95K | 0.01% | 101 |
|
|
2019
Q3 | $52K | Hold |
438
| – | – | 0.01% | 90 |
|
|
2019
Q2 | $49K | Sell |
438
-57
| -12% | -$6.38K | 0.01% | 91 |
|
|
2019
Q1 | $50K | Buy |
495
+57
| +13% | +$5.76K | 0.01% | 89 |
|
|
2018
Q4 | $43K | Buy |
+438
| New | +$43K | 0.01% | 90 |
|