Signet Financial 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 | $2.6M | Buy |
8,981
+159
| +2% | +$46.1K | 0.33% | 97 |
|
|
2025
Q1 | $2.16M | Sell |
8,822
-490
| -5% | -$120K | 0.29% | 111 |
|
|
2024
Q4 | $2.23M | Sell |
9,312
-209
| -2% | -$50.1K | 0.28% | 107 |
|
|
2024
Q3 | $2.01M | Buy |
9,521
+20
| +0.2% | +$4.22K | 0.26% | 117 |
|
|
2024
Q2 | $1.92M | Sell |
9,501
-93
| -1% | -$18.8K | 0.26% | 116 |
|
|
2024
Q1 | $1.92M | Buy |
9,594
+98
| +1% | +$19.6K | 0.26% | 118 |
|
|
2023
Q4 | $1.62M | Sell |
9,496
-226
| -2% | -$38.4K | 0.24% | 123 |
|
|
2023
Q3 | $1.41M | Sell |
9,722
-679
| -7% | -$98.5K | 0.23% | 126 |
|
|
2023
Q2 | $1.51M | Sell |
10,401
-660
| -6% | -$96K | 0.24% | 127 |
|
|
2023
Q1 | $1.44M | Buy |
11,061
+23
| +0.2% | +$3K | 0.24% | 126 |
|
|
2022
Q4 | $1.48M | Sell |
11,038
-46
| -0.4% | -$6.17K | 0.26% | 114 |
|
|
2022
Q3 | $1.16M | Buy |
11,084
+162
| +1% | +$16.9K | 0.23% | 119 |
|
|
2022
Q2 | $1.23M | Buy |
10,922
+3,708
| +51% | +$418K | 0.23% | 113 |
|
|
2022
Q1 | $983K | Buy |
7,214
+31
| +0.4% | +$4.22K | 0.16% | 134 |
|
|
2021
Q4 | $1.14M | Sell |
7,183
-174
| -2% | -$27.5K | 0.17% | 121 |
|
|
2021
Q3 | $1.2M | Buy |
7,357
+1,091
| +17% | +$179K | 0.21% | 117 |
|
|
2021
Q2 | $975K | Buy |
6,266
+834
| +15% | +$130K | 0.33% | 60 |
|
|
2021
Q1 | $827K | Buy |
5,432
+490
| +10% | +$74.6K | 0.16% | 130 |
|
|
2020
Q4 | $628K | Sell |
4,942
-95
| -2% | -$12.1K | 0.13% | 144 |
|
|
2020
Q3 | $505K | Buy |
5,037
+822
| +20% | +$82.4K | 0.11% | 151 |
|
|
2020
Q2 | $424K | Buy |
4,215
+43
| +1% | +$4.33K | 0.09% | 163 |
|
|
2020
Q1 | $363K | Sell |
4,172
-506
| -11% | -$44K | 0.09% | 181 |
|
|
2019
Q4 | $652K | Buy |
4,678
+78
| +2% | +$10.9K | 0.12% | 160 |
|
|
2019
Q3 | $598K | Buy |
4,600
+206
| +5% | +$26.8K | 0.12% | 161 |
|
|
2019
Q2 | $511K | Sell |
4,394
-125
| -3% | -$14.5K | 0.1% | 165 |
|
|
2019
Q1 | $522K | Buy |
4,519
+5
| +0.1% | +$578 | 0.1% | 159 |
|
|
2018
Q4 | $441K | Sell |
4,514
-587
| -12% | -$57.3K | 0.1% | 167 |
|
|
2018
Q3 | $576K | Sell |
5,101
-414
| -8% | -$46.7K | 0.1% | 155 |
|
|
2018
Q2 | $575K | Buy |
5,515
+2,967
| +116% | +$309K | 0.1% | 157 |
|
|
2018
Q1 | $280K | Sell |
2,548
-237
| -9% | -$26K | 0.05% | 182 |
|
|
2017
Q4 | $298K | Sell |
2,785
-2,094
| -43% | -$224K | 0.06% | 180 |
|
|
2017
Q3 | $466K | Buy |
4,879
+2,313
| +90% | +$221K | 0.09% | 148 |
|
|
2017
Q2 | $235K | Hold |
2,566
| – | – | 0.05% | 174 |
|
|
2017
Q1 | $225K | Sell |
2,566
-111
| -4% | -$9.73K | 0.05% | 174 |
|
|
2016
Q4 | $231K | Buy |
+2,677
| New | +$231K | 0.06% | 160 |
|
|
2016
Q2 | – | Sell |
-6,441
| Closed | -$381K | – | 183 |
|
|
2016
Q1 | $381K | Sell |
6,441
-7,731
| -55% | -$457K | 0.08% | 133 |
|
|
2015
Q4 | $936K | Sell |
14,172
-9,880
| -41% | -$653K | 0.19% | 81 |
|
|
2015
Q3 | $1.47M | Sell |
24,052
-117
| -0.5% | -$7.13K | 0.33% | 64 |
|
|
2015
Q2 | $1.64M | Buy |
24,169
+3,046
| +14% | +$206K | 0.38% | 64 |
|
|
2015
Q1 | $1.28M | Sell |
21,123
-50,900
| -71% | -$3.08M | 0.35% | 70 |
|
|
2014
Q4 | $4.51M | Buy |
+72,023
| New | +$4.51M | 1.65% | 9 |
|