Slocum, Gordon & Co’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 | $3.3M | Sell |
11,373
-5,121
| -31% | -$1.48M | 2.66% | 14 |
|
|
2025
Q1 | $4.05M | Sell |
16,494
-150
| -0.9% | -$36.8K | 3.01% | 12 |
|
|
2024
Q4 | $3.99M | Sell |
16,644
-100
| -0.6% | -$24K | 3.28% | 10 |
|
|
2024
Q3 | $3.53M | Buy |
16,744
+75
| +0.4% | +$15.8K | 1.42% | 18 |
|
|
2024
Q2 | $3.37M | Buy |
16,669
+19
| +0.1% | +$3.84K | 2.51% | 12 |
|
|
2024
Q1 | $3.33M | Hold |
16,650
| – | – | 2.48% | 13 |
|
|
2023
Q4 | $2.83M | Hold |
16,650
| – | – | 2.49% | 13 |
|
|
2023
Q3 | $2.41M | Sell |
16,650
-1,100
| -6% | -$160K | 2.1% | 16 |
|
|
2023
Q2 | $2.58M | Buy |
17,750
+1,410
| +9% | +$205K | 1.87% | 16 |
|
|
2023
Q1 | $2.13M | Hold |
16,340
| – | – | 1.77% | 18 |
|
|
2022
Q4 | $2.19M | Buy |
+16,340
| New | +$2.19M | 1.41% | 20 |
|