Socorro Asset 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 | $12.2M | Buy |
42,109
+1,850
| +5% | +$536K | 4.08% | 4 |
|
|
2025
Q1 | $9.88M | Buy |
40,259
+2,744
| +7% | +$673K | 3.41% | 12 |
|
|
2024
Q4 | $8.99M | Hold |
37,515
| – | – | 3.52% | 11 |
|
|
2024
Q3 | $7.91M | Sell |
37,515
-9,790
| -21% | -$2.06M | 3% | 23 |
|
|
2024
Q2 | $9.57M | Hold |
47,305
| – | – | 3.73% | 6 |
|
|
2024
Q1 | $9.48M | Sell |
47,305
-9,016
| -16% | -$1.81M | 3.62% | 8 |
|
|
2023
Q4 | $9.58M | Sell |
56,321
-3,198
| -5% | -$544K | 4.23% | 4 |
|
|
2023
Q3 | $8.63M | Sell |
59,519
-19,356
| -25% | -$2.81M | 4.03% | 3 |
|
|
2023
Q2 | $11.5M | Hold |
78,875
| – | – | 4.85% | 1 |
|
|
2023
Q1 | $10.3M | Sell |
78,875
-5,802
| -7% | -$756K | 4.54% | 1 |
|
|
2022
Q4 | $11.4M | Sell |
84,677
-9,580
| -10% | -$1.28M | 4.93% | 1 |
|
|
2022
Q3 | $9.85M | Sell |
94,257
-12,814
| -12% | -$1.34M | 4.59% | 2 |
|
|
2022
Q2 | $12.1M | Sell |
107,071
-13,549
| -11% | -$1.53M | 4.28% | 1 |
|
|
2022
Q1 | $16.4M | Buy |
120,620
+19,017
| +19% | +$2.59M | 4.57% | 1 |
|
|
2021
Q4 | $16.1M | Hold |
101,603
| – | – | 4.59% | 1 |
|
|
2021
Q3 | $16.6M | Buy |
101,603
+15,104
| +17% | +$2.47M | 4.69% | 1 |
|
|
2021
Q2 | $13.5M | Buy |
86,499
+22,065
| +34% | +$3.43M | 4.38% | 2 |
|
|
2021
Q1 | $9.81M | Sell |
64,434
-6,697
| -9% | -$1.02M | 4.34% | 1 |
|
|
2020
Q4 | $9.04M | Buy |
+71,131
| New | +$9.04M | 4.69% | 1 |
|