Simon Quick Advisors’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 | $15.3M | Buy |
52,680
+21,798
| +71% | +$6.32M | 0.61% | 28 |
|
|
2025
Q1 | $7.58M | Buy |
30,882
+5,155
| +20% | +$1.26M | 0.43% | 32 |
|
|
2024
Q4 | $6.17M | Buy |
25,727
+2,409
| +10% | +$577K | 0.37% | 35 |
|
|
2024
Q3 | $4.92M | Buy |
23,318
+3,264
| +16% | +$688K | 0.31% | 40 |
|
|
2024
Q2 | $4.06M | Sell |
20,054
-1,159
| -5% | -$234K | 0.29% | 40 |
|
|
2024
Q1 | $4.25M | Buy |
21,213
+3,967
| +23% | +$795K | 0.32% | 42 |
|
|
2023
Q4 | $2.93M | Sell |
17,246
-2,087
| -11% | -$355K | 0.26% | 57 |
|
|
2023
Q3 | $2.8M | Buy |
19,333
+2,750
| +17% | +$399K | 0.26% | 58 |
|
|
2023
Q2 | $2.41M | Sell |
16,583
-2,831
| -15% | -$412K | 0.22% | 65 |
|
|
2023
Q1 | $2.53M | Buy |
19,414
+4,464
| +30% | +$582K | 0.27% | 56 |
|
|
2022
Q4 | $2M | Buy |
14,950
+3,590
| +32% | +$481K | 0.24% | 63 |
|
|
2022
Q3 | $1.19M | Buy |
11,360
+3,431
| +43% | +$359K | 0.17% | 76 |
|
|
2022
Q2 | $918K | Buy |
7,929
+2,011
| +34% | +$233K | 0.12% | 89 |
|
|
2022
Q1 | $807K | Sell |
5,918
-5,837
| -50% | -$796K | 0.23% | 51 |
|
|
2021
Q4 | $1.86M | Buy |
11,755
+5,231
| +80% | +$828K | 0.5% | 29 |
|
|
2021
Q3 | $1.07M | Buy |
6,524
+746
| +13% | +$122K | 0.27% | 44 |
|
|
2021
Q2 | $898K | Sell |
5,778
-26
| -0.4% | -$4.04K | 0.24% | 44 |
|
|
2021
Q1 | $883K | Buy |
5,804
+423
| +8% | +$64.4K | 0.26% | 41 |
|
|
2020
Q4 | $684K | Buy |
5,381
+1,587
| +42% | +$202K | 0.21% | 46 |
|
|
2020
Q3 | $365K | Sell |
3,794
-69
| -2% | -$6.64K | 0.1% | 61 |
|
|
2020
Q2 | $363K | Sell |
3,863
-226
| -6% | -$21.2K | 0.14% | 54 |
|
|
2020
Q1 | $368K | Sell |
4,089
-2,148
| -34% | -$193K | 0.14% | 50 |
|
|
2019
Q4 | $869K | Buy |
6,237
+1,508
| +32% | +$210K | 0.31% | 42 |
|
|
2019
Q3 | $557K | Buy |
4,729
+187
| +4% | +$22K | 0.25% | 37 |
|
|
2019
Q2 | $508K | Buy |
4,542
+224
| +5% | +$25K | 0.26% | 34 |
|
|
2019
Q1 | $437K | Buy |
4,318
+117
| +3% | +$11.8K | 0.18% | 43 |
|
|
2018
Q4 | $410K | Buy |
4,201
+183
| +5% | +$17.9K | 0.15% | 48 |
|
|
2018
Q3 | $453K | Sell |
4,018
-339
| -8% | -$38.2K | 0.18% | 45 |
|
|
2018
Q2 | $454K | Sell |
4,357
-1,260
| -22% | -$131K | 0.19% | 43 |
|
|
2018
Q1 | $618K | Sell |
5,617
-168
| -3% | -$18.5K | 0.26% | 41 |
|
|
2017
Q4 | $669K | Sell |
5,785
-6,478
| -53% | -$749K | 0.3% | 42 |
|
|
2017
Q3 | $1.17M | Buy |
12,263
+6,745
| +122% | +$644K | 0.42% | 38 |
|
|
2017
Q2 | $504K | Sell |
5,518
-4,330
| -44% | -$395K | 0.28% | 37 |
|
|
2017
Q1 | $865K | Buy |
9,848
+1,478
| +18% | +$130K | 0.51% | 32 |
|
|
2016
Q4 | $722K | Buy |
+8,370
| New | +$722K | 0.54% | 37 |
|