Seelaus Asset Management’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 | $456K | Hold |
1,574
| – | – | 0.4% | 78 |
|
|
2025
Q1 | $386K | Sell |
1,574
-20
| -1% | -$4.91K | 0.37% | 85 |
|
|
2024
Q4 | $382K | Buy |
1,594
+100
| +7% | +$24K | 0.35% | 88 |
|
|
2024
Q3 | $315K | Sell |
1,494
-50
| -3% | -$10.5K | 0.29% | 112 |
|
|
2024
Q2 | $312K | Hold |
1,544
| – | – | 0.32% | 102 |
|
|
2024
Q1 | $309K | Sell |
1,544
-1,555
| -50% | -$311K | 0.31% | 108 |
|
|
2023
Q4 | $527K | Buy |
3,099
+1,070
| +53% | +$182K | 0.51% | 64 |
|
|
2023
Q3 | $294K | Sell |
2,029
-2,330
| -53% | -$338K | 0.33% | 109 |
|
|
2023
Q2 | $634K | Sell |
4,359
-270
| -6% | -$39.3K | 0.5% | 70 |
|
|
2023
Q1 | $655K | Buy |
4,629
+2,996
| +183% | +$424K | 0.49% | 68 |
|
|
2022
Q4 | $219K | Sell |
1,633
-430
| -21% | -$57.7K | 0.16% | 172 |
|
|
2022
Q3 | $216K | Hold |
2,063
| – | – | 0.17% | 168 |
|
|
2022
Q2 | $232K | Sell |
2,063
-3,055
| -60% | -$344K | 0.17% | 169 |
|
|
2022
Q1 | $698K | Sell |
5,118
-450
| -8% | -$61.4K | 0.41% | 75 |
|
|
2021
Q4 | $882K | Buy |
5,568
+450
| +9% | +$71.3K | 0.48% | 55 |
|
|
2021
Q3 | $838K | Hold |
5,118
| – | – | 0.49% | 54 |
|
|
2021
Q2 | $796K | Hold |
5,118
| – | – | 0.47% | 53 |
|
|
2021
Q1 | $779K | Sell |
5,118
-500
| -9% | -$76.1K | 0.5% | 67 |
|
|
2020
Q4 | $714K | Sell |
5,618
-229
| -4% | -$29.1K | 0.52% | 59 |
|
|
2020
Q3 | $563K | Hold |
5,847
| – | – | 0.45% | 68 |
|
|
2020
Q2 | $550K | Buy |
5,847
+316
| +6% | +$29.7K | 0.5% | 62 |
|
|
2020
Q1 | $498K | Sell |
5,531
-1,190
| -18% | -$107K | 0.59% | 57 |
|
|
2019
Q4 | $937K | Buy |
6,721
+2,750
| +69% | +$383K | 0.76% | 45 |
|
|
2019
Q3 | $467K | Buy |
3,971
+198
| +5% | +$23.3K | 0.41% | 78 |
|
|
2019
Q2 | $422K | Hold |
3,773
| – | – | 0.38% | 79 |
|
|
2019
Q1 | $382K | Sell |
3,773
-150
| -4% | -$15.2K | 0.35% | 86 |
|
|
2018
Q4 | $383K | Hold |
3,923
| – | – | 0.41% | 77 |
|
|
2018
Q3 | $443K | Hold |
3,923
| – | – | 0.36% | 89 |
|
|
2018
Q2 | $409K | Buy |
3,923
+300
| +8% | +$31.3K | 0.36% | 84 |
|
|
2018
Q1 | $398K | Sell |
3,623
-1,767
| -33% | -$194K | 0.34% | 92 |
|
|
2017
Q4 | $576K | Buy |
+5,390
| New | +$576K | 0.5% | 68 |
|