Sargent Investment Group’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 | $10M | Buy |
34,325
+16
| +0% | +$4.66K | 1.35% | 18 |
|
|
2025
Q1 | $8.42M | Buy |
34,309
+2,999
| +10% | +$736K | 1.34% | 19 |
|
|
2024
Q4 | $7.65M | Buy |
31,310
+7,902
| +34% | +$1.93M | 1.25% | 21 |
|
|
2024
Q3 | $4.94M | Buy |
23,408
+2,322
| +11% | +$490K | 0.89% | 30 |
|
|
2024
Q2 | $4.26M | Sell |
21,086
-2,105
| -9% | -$426K | 0.87% | 29 |
|
|
2024
Q1 | $4.65M | Sell |
23,191
-4,498
| -16% | -$901K | 1.02% | 25 |
|
|
2023
Q4 | $4.71M | Buy |
27,689
+342
| +1% | +$58.2K | 1.03% | 26 |
|
|
2023
Q3 | $3.97M | Buy |
27,347
+3,477
| +15% | +$504K | 0.96% | 27 |
|
|
2023
Q2 | $3.47M | Buy |
23,870
+2,105
| +10% | +$306K | 0.84% | 33 |
|
|
2023
Q1 | $2.83M | Sell |
21,765
-1,595
| -7% | -$208K | 0.75% | 35 |
|
|
2022
Q4 | $3.13M | Buy |
23,360
+826
| +4% | +$111K | 0.97% | 28 |
|
|
2022
Q3 | $2.44M | Buy |
22,534
+34
| +0.2% | +$3.68K | 0.76% | 37 |
|
|
2022
Q2 | $2.53M | Buy |
22,500
+180
| +0.8% | +$20.3K | 0.78% | 35 |
|
|
2022
Q1 | $3.04M | Buy |
22,320
+1,582
| +8% | +$216K | 0.77% | 33 |
|
|
2021
Q4 | $3.28M | Buy |
20,738
+875
| +4% | +$139K | 0.75% | 34 |
|
|
2021
Q3 | $3.25M | Buy |
19,863
+611
| +3% | +$100K | 0.79% | 36 |
|
|
2021
Q2 | $2.99M | Buy |
19,252
+203
| +1% | +$31.6K | 0.71% | 35 |
|
|
2021
Q1 | $2.9M | Buy |
19,049
+1,640
| +9% | +$250K | 0.76% | 34 |
|
|
2020
Q4 | $2.21M | Buy |
17,409
+127
| +0.7% | +$16.1K | 0.7% | 33 |
|
|
2020
Q3 | $1.66M | Buy |
17,282
+2,121
| +14% | +$204K | 0.61% | 36 |
|
|
2020
Q2 | $1.41M | Buy |
15,161
+255
| +2% | +$23.8K | 0.53% | 40 |
|
|
2020
Q1 | $1.34M | Buy |
14,906
+3,563
| +31% | +$321K | 0.62% | 37 |
|
|
2019
Q4 | $1.58M | Buy |
11,343
+5
| +0% | +$697 | 0.58% | 39 |
|
|
2019
Q3 | $1.33M | Sell |
11,338
-4,960
| -30% | -$584K | 0.6% | 43 |
|
|
2019
Q2 | $1.82M | Buy |
16,298
+130
| +0.8% | +$14.5K | 0.83% | 30 |
|
|
2019
Q1 | $1.64M | Buy |
16,168
+550
| +4% | +$55.7K | 0.79% | 30 |
|
|
2018
Q4 | $1.53M | Buy |
+15,618
| New | +$1.53M | 0.94% | 30 |
|