Shilanski & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Buy |
1,588
+6
| +0.4% | +$1.78K | 0.13% | 65 |
|
|
2025
Q2 | $459K | Hold |
1,582
| – | – | 0.13% | 68 |
|
|
2025
Q1 | $388K | Sell |
1,582
-9
| -0.6% | -$2.29K | 0.12% | 71 |
|
|
2024
Q4 | $381K | Sell |
1,591
-4
| -0.3% | -$932 | 0.12% | 71 |
|
|
2024
Q3 | $336K | Sell |
1,595
-18
| -1% | -$3.79K | 0.11% | 73 |
|
|
2024
Q2 | $326K | Sell |
1,613
-6
| -0.4% | -$1.17K | 0.11% | 73 |
|
|
2024
Q1 | $324K | Sell |
1,619
-1,854
| -53% | -$335K | 0.11% | 76 |
|
|
2023
Q4 | $591K | Sell |
3,473
-164
| -5% | -$24.9K | 0.23% | 63 |
|
|
2023
Q3 | $527K | Sell |
3,637
-55
| -1% | -$8.24K | 0.22% | 65 |
|
|
2023
Q2 | $537K | Sell |
3,692
-68
| -2% | -$9.35K | 0.22% | 71 |
|
|
2023
Q1 | $480K | Buy |
3,760
+2,092
| +125% | +$287K | 0.22% | 69 |
|
|
2022
Q4 | $224K | Sell |
1,668
-2,294
| -58% | -$291K | 0.1% | 94 |
|
|
2022
Q3 | $414K | Buy |
+3,962
| New | +$455K | 0.15% | 80 |
|
|
2022
Q2 | – | Sell |
-1,679
| Closed | -$229K | – | 123 |
|
|
2022
Q1 | $229K | Sell |
1,679
-8
| -0.5% | -$1.18K | 0.1% | 106 |
|
|
2021
Q4 | $267K | Sell |
1,687
-11
| -0.6% | -$1.81K | 0.11% | 90 |
|
|
2021
Q3 | $278K | Sell |
1,698
-23
| -1% | -$3.61K | 0.13% | 87 |
|
|
2021
Q2 | $268K | Sell |
1,721
-3
| -0.2% | -$471 | 0.13% | 89 |
|
|
2021
Q1 | $262K | Sell |
1,724
-3,354
| -66% | -$483K | 0.14% | 83 |
|
|
2020
Q4 | $645K | Sell |
5,078
-66
| -1% | -$7.38K | 0.39% | 63 |
|
|
2020
Q3 | $495K | Buy |
5,144
+3
| +0.1% | +$295 | 0.34% | 62 |
|
|
2020
Q2 | $484K | Sell |
5,141
-251
| -5% | -$23.8K | 0.35% | 62 |
|
|
2020
Q1 | $485K | Sell |
5,392
-348
| -6% | -$42.3K | 0.49% | 54 |
|
|
2019
Q4 | $800K | Sell |
5,740
-54
| -0.9% | -$6.93K | 0.62% | 50 |
|
|
2019
Q3 | $682K | Sell |
5,794
-296
| -5% | -$33.5K | 0.55% | 58 |
|
|
2019
Q2 | $681K | Buy |
+6,090
| New | +$671K | 0.55% | 58 |
|
Other funds holding JPM
