SFE Investment Counsel’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 | $18.6M | Buy |
64,092
+3,015
| +5% | +$874K | 3.27% | 3 |
|
|
2025
Q1 | $15M | Sell |
61,077
-4,356
| -7% | -$1.07M | 2.99% | 3 |
|
|
2024
Q4 | $15.7M | Sell |
65,433
-1,166
| -2% | -$280K | 3.33% | 3 |
|
|
2024
Q3 | $14M | Sell |
66,599
-1,029
| -2% | -$217K | 2.93% | 4 |
|
|
2024
Q2 | $13.7M | Sell |
67,628
-3,133
| -4% | -$634K | 3.03% | 4 |
|
|
2024
Q1 | $14.2M | Sell |
70,761
-556
| -0.8% | -$111K | 3.21% | 5 |
|
|
2023
Q4 | $12.1M | Sell |
71,317
-2,394
| -3% | -$407K | 3.16% | 4 |
|
|
2023
Q3 | $10.7M | Sell |
73,711
-896
| -1% | -$130K | 3.11% | 4 |
|
|
2023
Q2 | $10.9M | Sell |
74,607
-446
| -0.6% | -$64.9K | 3.07% | 6 |
|
|
2023
Q1 | $10.4M | Buy |
75,053
+1,067
| +1% | +$148K | 3.22% | 4 |
|
|
2022
Q4 | $9.97M | Sell |
73,986
-3,133
| -4% | -$422K | 3.1% | 5 |
|
|
2022
Q3 | $8.06M | Buy |
77,119
+2,994
| +4% | +$313K | 2.54% | 7 |
|
|
2022
Q2 | $8.35M | Buy |
74,125
+3,708
| +5% | +$418K | 2.49% | 7 |
|
|
2022
Q1 | $9.6M | Buy |
70,417
+4,814
| +7% | +$656K | 2.43% | 6 |
|
|
2021
Q4 | $10.4M | Buy |
65,603
+2,148
| +3% | +$340K | 2.67% | 6 |
|
|
2021
Q3 | $10.4M | Sell |
63,455
-2,128
| -3% | -$348K | 2.91% | 3 |
|
|
2021
Q2 | $10.2M | Sell |
65,583
-3,218
| -5% | -$501K | 2.81% | 4 |
|
|
2021
Q1 | $10.5M | Sell |
68,801
-34
| -0% | -$5.18K | 3.05% | 3 |
|
|
2020
Q4 | $8.75M | Buy |
68,835
+4,663
| +7% | +$593K | 2.78% | 5 |
|
|
2020
Q3 | $6.18M | Buy |
64,172
+16,922
| +36% | +$1.63M | 2.46% | 10 |
|
|
2020
Q2 | $4.44M | Buy |
47,250
+8,781
| +23% | +$826K | 1.97% | 17 |
|
|
2020
Q1 | $3.46M | Sell |
38,469
-1,699
| -4% | -$153K | 1.9% | 17 |
|
|
2019
Q4 | $5.6M | Sell |
40,168
-767
| -2% | -$107K | 2.29% | 12 |
|
|
2019
Q3 | $4.82M | Buy |
40,935
+3,363
| +9% | +$396K | 2.04% | 17 |
|
|
2019
Q2 | $4.2M | Buy |
37,572
+4,298
| +13% | +$481K | 1.8% | 20 |
|
|
2019
Q1 | $3.37M | Buy |
33,274
+14,869
| +81% | +$1.51M | 1.52% | 25 |
|
|
2018
Q4 | $1.8M | Buy |
18,405
+4,171
| +29% | +$407K | 0.92% | 35 |
|
|
2018
Q3 | $1.61M | Buy |
14,234
+7,562
| +113% | +$853K | 0.62% | 47 |
|
|
2018
Q2 | $695K | Buy |
6,672
+88
| +1% | +$9.17K | 0.29% | 84 |
|
|
2018
Q1 | $724K | Sell |
6,584
-66
| -1% | -$7.26K | 0.38% | 69 |
|
|
2017
Q4 | $711K | Buy |
6,650
+1,500
| +29% | +$160K | 0.29% | 82 |
|
|
2017
Q3 | $492K | Sell |
5,150
-1,120
| -18% | -$107K | 0.21% | 90 |
|
|
2017
Q2 | $573K | Buy |
6,270
+742
| +13% | +$67.8K | 0.23% | 85 |
|
|
2017
Q1 | $486K | Sell |
5,528
-776
| -12% | -$68.2K | 0.18% | 87 |
|
|
2016
Q4 | $534K | Sell |
6,304
-725
| -10% | -$61.4K | 0.21% | 82 |
|
|
2016
Q3 | $437K | Hold |
7,029
| – | – | 0.21% | 76 |
|
|
2016
Q2 | $437K | Sell |
7,029
-300
| -4% | -$18.7K | 0.2% | 77 |
|
|
2016
Q1 | $434K | Buy |
7,329
+125
| +2% | +$7.4K | 0.2% | 78 |
|
|
2015
Q4 | $476K | Hold |
7,204
| – | – | 0.23% | 71 |
|
|
2015
Q3 | $439K | Buy |
7,204
+1,484
| +26% | +$90.4K | 0.21% | 76 |
|
|
2015
Q2 | $388K | Buy |
+5,720
| New | +$388K | 0.16% | 83 |
|