Scholtz & 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
Q1 | – | Sell |
-1,191
| Closed | -$285K | – | 56 |
|
|
2024
Q4 | $285K | Hold |
1,191
| – | – | 0.14% | 45 |
|
|
2024
Q3 | $251K | Buy |
+1,191
| New | +$251K | 0.12% | 47 |
|
|
2018
Q2 | – | Sell |
-2,685
| Closed | -$295K | – | 59 |
|
|
2018
Q1 | $295K | Buy |
+2,685
| New | +$295K | 0.22% | 52 |
|
|
2015
Q2 | – | Sell |
-4,920
| Closed | -$298K | – | 53 |
|
|
2015
Q1 | $298K | Sell |
4,920
-3,500
| -42% | -$212K | 0.29% | 51 |
|
|
2014
Q4 | $527K | Sell |
8,420
-4,930
| -37% | -$309K | 0.54% | 43 |
|
|
2014
Q3 | $804K | Sell |
13,350
-550
| -4% | -$33.1K | 0.79% | 39 |
|
|
2014
Q2 | $801K | Buy |
+13,900
| New | +$801K | 0.76% | 43 |
|