Santori & Peters Inc’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 | $1.07M | Buy |
3,684
+10
| +0.3% | +$2.9K | 0.39% | 26 |
|
|
2025
Q1 | $901K | Buy |
3,674
+9
| +0.2% | +$2.21K | 0.36% | 27 |
|
|
2024
Q4 | $879K | Buy |
3,665
+9
| +0.2% | +$2.16K | 0.34% | 30 |
|
|
2024
Q3 | $771K | Sell |
3,656
-71
| -2% | -$15K | 0.31% | 34 |
|
|
2024
Q2 | $754K | Sell |
3,727
-70
| -2% | -$14.2K | 0.32% | 29 |
|
|
2024
Q1 | $761K | Buy |
3,797
+11
| +0.3% | +$2.2K | 0.33% | 28 |
|
|
2023
Q4 | $644K | Buy |
3,786
+14
| +0.4% | +$2.38K | 0.31% | 28 |
|
|
2023
Q3 | $547K | Buy |
3,772
+11
| +0.3% | +$1.6K | 0.29% | 29 |
|
|
2023
Q2 | $547K | Buy |
3,761
+13
| +0.3% | +$1.89K | 0.27% | 29 |
|
|
2023
Q1 | $488K | Buy |
3,748
+13
| +0.3% | +$1.69K | 0.26% | 29 |
|
|
2022
Q4 | $501K | Sell |
3,735
-319
| -8% | -$42.8K | 0.29% | 25 |
|
|
2022
Q3 | $423K | Buy |
4,054
+16
| +0.4% | +$1.67K | 0.28% | 29 |
|
|
2022
Q2 | $454K | Sell |
4,038
-781
| -16% | -$87.8K | 0.29% | 29 |
|
|
2022
Q1 | $656K | Sell |
4,819
-381
| -7% | -$51.9K | 0.37% | 27 |
|
|
2021
Q4 | $823K | Buy |
5,200
+19
| +0.4% | +$3.01K | 0.43% | 25 |
|
|
2021
Q3 | $848K | Buy |
5,181
+18
| +0.3% | +$2.95K | 0.48% | 25 |
|
|
2021
Q2 | $803K | Sell |
5,163
-38
| -0.7% | -$5.91K | 0.45% | 25 |
|
|
2021
Q1 | $791K | Sell |
5,201
-70
| -1% | -$10.6K | 0.47% | 25 |
|
|
2020
Q4 | $716K | Buy |
5,271
+34
| +0.6% | +$4.62K | 0.4% | 29 |
|
|
2020
Q3 | $504K | Buy |
5,237
+36
| +0.7% | +$3.47K | 0.33% | 39 |
|
|
2020
Q2 | $489K | Sell |
5,201
-156
| -3% | -$14.7K | 0.38% | 30 |
|
|
2020
Q1 | $482K | Sell |
5,357
-124
| -2% | -$11.2K | 0.42% | 35 |
|
|
2019
Q4 | $764K | Buy |
5,481
+26
| +0.5% | +$3.62K | 0.5% | 29 |
|
|
2019
Q3 | $642K | Buy |
5,455
+68
| +1% | +$8K | 0.47% | 26 |
|
|
2019
Q2 | $602K | Buy |
5,387
+1,027
| +24% | +$115K | 0.44% | 29 |
|
|
2019
Q1 | $441K | Sell |
4,360
-1,045
| -19% | -$106K | 0.37% | 30 |
|
|
2018
Q4 | $527K | Buy |
5,405
+1,058
| +24% | +$103K | 0.47% | 29 |
|
|
2018
Q3 | $490K | Buy |
4,347
+290
| +7% | +$32.7K | 0.38% | 28 |
|
|
2018
Q2 | $422K | Hold |
4,057
| – | – | 0.37% | 29 |
|
|
2018
Q1 | $446K | Hold |
4,057
| – | – | 0.41% | 27 |
|
|
2017
Q4 | $446K | Buy |
+4,057
| New | +$446K | 0.4% | 27 |
|