Sawyer & Company’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 | $4.48M | Sell |
15,465
-130
| -0.8% | -$37.7K | 1.69% | 19 |
|
|
2025
Q1 | $3.83M | Sell |
15,595
-1,455
| -9% | -$357K | 1.55% | 22 |
|
|
2024
Q4 | $4.09M | Sell |
17,050
-945
| -5% | -$227K | 1.51% | 25 |
|
|
2024
Q3 | $3.79M | Sell |
17,995
-335
| -2% | -$70.6K | 1.4% | 27 |
|
|
2024
Q2 | $3.71M | Sell |
18,330
-260
| -1% | -$52.6K | 1.47% | 26 |
|
|
2024
Q1 | $3.72M | Sell |
18,590
-10
| -0.1% | -$2K | 1.49% | 24 |
|
|
2023
Q4 | $3.16M | Sell |
18,600
-802
| -4% | -$136K | 1.4% | 26 |
|
|
2023
Q3 | $2.81M | Sell |
19,402
-60
| -0.3% | -$8.7K | 1.31% | 26 |
|
|
2023
Q2 | $2.83M | Sell |
19,462
-55
| -0.3% | -$8K | 1.29% | 27 |
|
|
2023
Q1 | $2.5M | Sell |
19,517
-204
| -1% | -$26.1K | 1.34% | 27 |
|
|
2022
Q4 | $2.65M | Sell |
19,721
-475
| -2% | -$63.7K | 1.3% | 30 |
|
|
2022
Q3 | $2.11M | Buy |
20,196
+392
| +2% | +$41K | 1.15% | 32 |
|
|
2022
Q2 | $2.23M | Sell |
19,804
-752
| -4% | -$84.7K | 1.13% | 32 |
|
|
2022
Q1 | $2.8M | Buy |
20,556
+14
| +0.1% | +$1.91K | 1.26% | 26 |
|
|
2021
Q4 | $3.25M | Sell |
20,542
-47
| -0.2% | -$7.44K | 1.4% | 21 |
|
|
2021
Q3 | $3.37M | Sell |
20,589
-150
| -0.7% | -$24.6K | 1.59% | 19 |
|
|
2021
Q2 | $3.23M | Sell |
20,739
-1,540
| -7% | -$240K | 1.51% | 21 |
|
|
2021
Q1 | $3.39M | Sell |
22,279
-555
| -2% | -$84.5K | 1.69% | 20 |
|
|
2020
Q4 | $2.9M | Hold |
22,834
| – | – | 1.48% | 21 |
|
|
2020
Q3 | $2.2M | Hold |
22,834
| – | – | 1.31% | 26 |
|
|
2020
Q2 | $2.15M | Hold |
22,834
| – | – | 1.33% | 22 |
|
|
2020
Q1 | $2.06M | Sell |
22,834
-677
| -3% | -$61K | 1.64% | 16 |
|
|
2019
Q4 | $3.28M | Buy |
23,511
+311
| +1% | +$43.3K | 2.11% | 12 |
|
|
2019
Q3 | $2.73M | Sell |
23,200
-110
| -0.5% | -$12.9K | 1.94% | 13 |
|
|
2019
Q2 | $2.61M | Hold |
23,310
| – | – | 1.74% | 13 |
|
|
2019
Q1 | $2.36M | Hold |
23,310
| – | – | 1.54% | 16 |
|
|
2018
Q4 | $2.28M | Sell |
23,310
-535
| -2% | -$52.2K | 1.67% | 15 |
|
|
2018
Q3 | $2.69M | Sell |
23,845
-64
| -0.3% | -$7.22K | 1.64% | 16 |
|
|
2018
Q2 | $2.49M | Hold |
23,909
| – | – | 1.63% | 17 |
|
|
2018
Q1 | $2.63M | Sell |
23,909
-377
| -2% | -$41.5K | 1.78% | 14 |
|
|
2017
Q4 | $2.6M | Buy |
+24,286
| New | +$2.6M | 1.7% | 17 |
|