Searle & Co’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 | $4.83M | Sell |
16,671
-17
| -0.1% | -$4.93K | 1.37% | 20 |
|
|
2025
Q1 | $4.09M | Hold |
16,688
| – | – | 1.17% | 27 |
|
|
2024
Q4 | $4M | Sell |
16,688
-287,554
| -95% | -$68.9M | 1.15% | 26 |
|
|
2024
Q3 | $64.2M | Buy |
304,242
+23,300
| +8% | +$4.91M | 16% | 1 |
|
|
2024
Q2 | $56.8M | Buy |
280,942
+18,975
| +7% | +$3.84M | 13.32% | 1 |
|
|
2024
Q1 | $52.5M | Sell |
261,967
-13
| -0% | -$2.6K | 13.38% | 1 |
|
|
2023
Q4 | $44.6M | Buy |
261,980
+846
| +0.3% | +$144K | 12.19% | 1 |
|
|
2023
Q3 | $37.9M | Hold |
261,134
| – | – | 12.89% | 1 |
|
|
2023
Q2 | $41.2M | Buy |
261,134
+17
| +0% | +$2.69K | 12.78% | 1 |
|
|
2023
Q1 | $36.1M | Hold |
261,117
| – | – | 11.81% | 1 |
|
|
2022
Q4 | $35M | Hold |
261,117
| – | – | 11.94% | 1 |
|
|
2022
Q3 | $27.3M | Buy |
261,117
+252,806
| +3,042% | +$26.4M | 10.49% | 1 |
|
|
2022
Q2 | $936K | Hold |
8,311
| – | – | 0.37% | 70 |
|
|
2022
Q1 | $1.13M | Buy |
8,311
+500
| +6% | +$68.2K | 0.42% | 65 |
|
|
2021
Q4 | $1.24M | Sell |
7,811
-544
| -7% | -$86.2K | 0.45% | 64 |
|
|
2021
Q3 | $1.37M | Hold |
8,355
| – | – | 0.56% | 58 |
|
|
2021
Q2 | $1.3M | Hold |
8,355
| – | – | 0.53% | 59 |
|
|
2021
Q1 | $1.27M | Hold |
8,355
| – | – | 0.57% | 57 |
|
|
2020
Q4 | $1.06M | Sell |
8,355
-500
| -6% | -$63.6K | 0.51% | 56 |
|
|
2020
Q3 | $852K | Sell |
8,855
-55
| -0.6% | -$5.29K | 0.46% | 60 |
|
|
2020
Q2 | $838K | Buy |
8,910
+102
| +1% | +$9.59K | 0.49% | 60 |
|
|
2020
Q1 | $793K | Hold |
8,808
| – | – | 0.56% | 53 |
|
|
2019
Q4 | $1.23M | Hold |
8,808
| – | – | 0.68% | 51 |
|
|
2019
Q3 | $1.04M | Hold |
8,808
| – | – | 0.61% | 53 |
|
|
2019
Q2 | $985K | Hold |
8,808
| – | – | 0.6% | 53 |
|
|
2019
Q1 | $892K | Buy |
8,808
+87
| +1% | +$8.81K | 0.56% | 55 |
|
|
2018
Q4 | $851K | Hold |
8,721
| – | – | 0.6% | 53 |
|
|
2018
Q3 | $984K | Hold |
8,721
| – | – | 0.58% | 53 |
|
|
2018
Q2 | $909K | Hold |
8,721
| – | – | 0.58% | 53 |
|
|
2018
Q1 | $959K | Hold |
8,721
| – | – | 0.62% | 53 |
|
|
2017
Q4 | $933K | Hold |
8,721
| – | – | 0.59% | 56 |
|
|
2017
Q3 | $833K | Buy |
8,721
+55
| +0.6% | +$5.25K | 0.55% | 59 |
|
|
2017
Q2 | $792K | Buy |
8,666
+271
| +3% | +$24.8K | 0.54% | 58 |
|
|
2017
Q1 | $737K | Buy |
8,395
+1,026
| +14% | +$90.1K | 0.52% | 59 |
|
|
2016
Q4 | $636K | Hold |
7,369
| – | – | 0.53% | 61 |
|
|
2016
Q3 | $491K | Buy |
+7,369
| New | +$491K | 0.43% | 72 |
|
|
2016
Q2 | – | Sell |
-7,369
| Closed | -$441K | – | 64 |
|
|
2016
Q1 | $441K | Buy |
7,369
+970
| +15% | +$58.1K | 0.41% | 70 |
|
|
2015
Q4 | $407K | Sell |
6,399
-569
| -8% | -$36.2K | 0.39% | 72 |
|
|
2015
Q3 | $425K | Buy |
6,968
+1,026
| +17% | +$62.6K | 0.44% | 68 |
|
|
2015
Q2 | $402K | Hold |
5,942
| – | – | 0.34% | 81 |
|
|
2015
Q1 | $359K | Hold |
5,942
| – | – | 0.31% | 82 |
|
|
2014
Q4 | $371K | Buy |
+5,942
| New | +$371K | 0.31% | 82 |
|