Shoker 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 | $6.97M | Sell |
24,037
-173
| -0.7% | -$50.2K | 2.18% | 7 |
|
|
2025
Q1 | $5.94M | Sell |
24,210
-18
| -0.1% | -$4.42K | 2.01% | 8 |
|
|
2024
Q4 | $5.81M | Buy |
24,228
+164
| +0.7% | +$39.3K | 1.96% | 9 |
|
|
2024
Q3 | $5.07M | Sell |
24,064
-359
| -1% | -$75.7K | 1.71% | 13 |
|
|
2024
Q2 | $4.94M | Sell |
24,423
-1,298
| -5% | -$263K | 1.74% | 13 |
|
|
2024
Q1 | $5.12M | Sell |
25,721
-93
| -0.4% | -$18.5K | 1.83% | 12 |
|
|
2023
Q4 | $4.39M | Buy |
25,814
+30
| +0.1% | +$5.1K | 1.7% | 12 |
|
|
2023
Q3 | $3.74M | Sell |
25,784
-158
| -0.6% | -$22.9K | 1.62% | 14 |
|
|
2023
Q2 | $3.77M | Buy |
25,942
+211
| +0.8% | +$30.7K | 1.58% | 16 |
|
|
2023
Q1 | $3.35M | Hold |
25,731
| – | – | 1.46% | 17 |
|
|
2022
Q4 | $3.45M | Sell |
25,731
-882
| -3% | -$118K | 1.55% | 16 |
|
|
2022
Q3 | $2.78M | Buy |
26,613
+1,162
| +5% | +$121K | 1.46% | 21 |
|
|
2022
Q2 | $2.87M | Sell |
25,451
-1,263
| -5% | -$142K | 1.52% | 18 |
|
|
2022
Q1 | $3.64M | Buy |
26,714
+271
| +1% | +$36.9K | 1.81% | 11 |
|
|
2021
Q4 | $4.19M | Buy |
26,443
+63
| +0.2% | +$9.98K | 1.92% | 11 |
|
|
2021
Q3 | $4.32M | Buy |
26,380
+16
| +0.1% | +$2.62K | 2.15% | 10 |
|
|
2021
Q2 | $4.1M | Buy |
26,364
+236
| +0.9% | +$36.7K | 2.05% | 10 |
|
|
2021
Q1 | $3.98M | Sell |
26,128
-387
| -1% | -$58.9K | 2.09% | 9 |
|
|
2020
Q4 | $3.37M | Buy |
26,515
+285
| +1% | +$36.2K | 1.89% | 10 |
|
|
2020
Q3 | $2.53M | Sell |
26,230
-74
| -0.3% | -$7.12K | 1.65% | 15 |
|
|
2020
Q2 | $2.47M | Sell |
26,304
-1,046
| -4% | -$98.4K | 1.72% | 16 |
|
|
2020
Q1 | $2.46M | Buy |
27,350
+1,465
| +6% | +$132K | 2.07% | 10 |
|
|
2019
Q4 | $3.61M | Buy |
25,885
+226
| +0.9% | +$31.5K | 2.4% | 8 |
|
|
2019
Q3 | $3.02M | Buy |
25,659
+125
| +0.5% | +$14.7K | 2.17% | 10 |
|
|
2019
Q2 | $2.85M | Buy |
25,534
+221
| +0.9% | +$24.7K | 2.08% | 9 |
|
|
2019
Q1 | $2.56M | Buy |
25,313
+598
| +2% | +$60.5K | 1.89% | 14 |
|
|
2018
Q4 | $2.41M | Buy |
24,715
+191
| +0.8% | +$18.6K | 2.02% | 10 |
|
|
2018
Q3 | $2.77M | Sell |
24,524
-194
| -0.8% | -$21.9K | 2.01% | 10 |
|
|
2018
Q2 | $2.58M | Sell |
24,718
-547
| -2% | -$57K | 1.92% | 10 |
|
|
2018
Q1 | $2.78M | Sell |
25,265
-117
| -0.5% | -$12.9K | 2.11% | 10 |
|
|
2017
Q4 | $2.71M | Sell |
25,382
-731
| -3% | -$78.2K | 1.96% | 11 |
|
|
2017
Q3 | $2.49M | Sell |
26,113
-831
| -3% | -$79.4K | 1.89% | 13 |
|
|
2017
Q2 | $2.46M | Buy |
26,944
+1,229
| +5% | +$112K | 1.93% | 14 |
|
|
2017
Q1 | $2.26M | Sell |
25,715
-1,462
| -5% | -$128K | 1.9% | 14 |
|
|
2016
Q4 | $2.35M | Sell |
27,177
-145
| -0.5% | -$12.5K | 1.94% | 12 |
|
|
2016
Q3 | $1.82M | Buy |
27,322
+2,417
| +10% | +$161K | 1.54% | 18 |
|
|
2016
Q2 | $1.55M | Sell |
24,905
-514
| -2% | -$31.9K | 1.37% | 21 |
|
|
2016
Q1 | $1.51M | Sell |
25,419
-415
| -2% | -$24.6K | 1.42% | 20 |
|
|
2015
Q4 | $1.71M | Sell |
25,834
-142
| -0.5% | -$9.37K | 1.7% | 15 |
|
|
2015
Q3 | $1.58M | Sell |
25,976
-673
| -3% | -$41K | 1.67% | 17 |
|
|
2015
Q2 | $1.81M | Sell |
26,649
-1,296
| -5% | -$87.8K | 1.7% | 15 |
|
|
2015
Q1 | $1.69M | Sell |
27,945
-1,865
| -6% | -$113K | 1.61% | 17 |
|
|
2014
Q4 | $1.87M | Buy |
29,810
+1,962
| +7% | +$123K | 1.73% | 15 |
|
|
2014
Q3 | $1.68M | Sell |
27,848
-2,361
| -8% | -$142K | 1.55% | 16 |
|
|
2014
Q2 | $1.74M | Buy |
30,209
+310
| +1% | +$17.9K | 1.54% | 19 |
|
|
2014
Q1 | $1.82M | Sell |
29,899
-149
| -0.5% | -$9.05K | 1.7% | 13 |
|
|
2013
Q4 | $1.76M | Buy |
+30,048
| New | +$1.76M | 1.62% | 15 |
|