SOL Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-19,817
| Closed | -$6.38M | – | 187 |
|
|
2025
Q4 | $6.38M | Sell |
19,817
-985
| -5% | -$305K | 0.57% | 46 |
|
|
2025
Q3 | $6.56M | Buy |
20,802
+8
| +0% | +$2.38K | 0.59% | 48 |
|
|
2025
Q2 | $6.03M | Sell |
20,794
-183
| -0.9% | -$46.7K | 0.58% | 45 |
|
|
2025
Q1 | $5.15M | Sell |
20,977
-20
| -0.1% | -$5.1K | 0.57% | 46 |
|
|
2024
Q4 | $5.03M | Sell |
20,997
-3,416
| -14% | -$796K | 0.56% | 46 |
|
|
2024
Q3 | $5.15M | Sell |
24,413
-315
| -1% | -$66.3K | 0.57% | 47 |
|
|
2024
Q2 | $5M | Buy |
24,728
+530
| +2% | +$104K | 0.6% | 43 |
|
|
2024
Q1 | $4.85M | Sell |
24,198
-1,340
| -5% | -$242K | 0.61% | 42 |
|
|
2023
Q4 | $4.34M | Sell |
25,538
-165
| -0.6% | -$25K | 0.59% | 50 |
|
|
2023
Q3 | $3.73M | Sell |
25,703
-8,029
| -24% | -$1.2M | 0.58% | 52 |
|
|
2023
Q2 | $4.91M | Hold |
33,732
| – | – | 0.74% | 35 |
|
|
2023
Q1 | $4.4M | Hold |
33,732
| – | – | 0.72% | 39 |
|
|
2022
Q4 | $4.52M | Buy |
33,732
+25
| +0.1% | +$3.17K | 0.8% | 34 |
|
|
2022
Q3 | $3.52M | Buy |
33,707
+520
| +2% | +$59.7K | 0.73% | 35 |
|
|
2022
Q2 | $3.74M | Buy |
33,187
+3,130
| +10% | +$388K | 0.76% | 36 |
|
|
2022
Q1 | $4.1M | Sell |
30,057
-435
| -1% | -$64.2K | 0.74% | 34 |
|
|
2021
Q4 | $4.83M | Sell |
30,492
-170
| -0.6% | -$27.9K | 0.87% | 29 |
|
|
2021
Q3 | $5.02M | Sell |
30,662
-370
| -1% | -$58K | 1% | 27 |
|
|
2021
Q2 | $4.83M | Sell |
31,032
-974
| -3% | -$153K | 0.96% | 28 |
|
|
2021
Q1 | $4.87M | Sell |
32,006
-725
| -2% | -$104K | 1.03% | 27 |
|
|
2020
Q4 | $4.16M | Buy |
32,731
+435
| +1% | +$48.6K | 0.97% | 30 |
|
|
2020
Q3 | $3.11M | Buy |
32,296
+9,730
| +43% | +$955K | 0.86% | 32 |
|
|
2020
Q2 | $2.12M | Buy |
22,566
+475
| +2% | +$45.1K | 0.6% | 46 |
|
|
2020
Q1 | $1.99M | Buy |
22,091
+120
| +0.5% | +$14.6K | 0.66% | 41 |
|
|
2019
Q4 | $3.06M | Sell |
21,971
-531
| -2% | -$68.1K | 0.77% | 36 |
|
|
2019
Q3 | $2.65M | Sell |
22,502
-802
| -3% | -$90.7K | 0.72% | 38 |
|
|
2019
Q2 | $2.6M | Sell |
23,304
-247
| -1% | -$27.2K | 0.71% | 40 |
|
|
2019
Q1 | $2.38M | Sell |
23,551
-943
| -4% | -$97.1K | 0.66% | 41 |
|
|
2018
Q4 | $2.39M | Sell |
24,494
-125
| -0.5% | -$13.3K | 0.76% | 36 |
|
|
2018
Q3 | $2.78M | Sell |
24,619
-143
| -0.6% | -$16.2K | 0.75% | 36 |
|
|
2018
Q2 | $2.58M | Buy |
24,762
+112
| +0.5% | +$12.3K | 0.74% | 36 |
|
|
2018
Q1 | $2.71M | Sell |
24,650
-120
| -0.5% | -$13.6K | 0.78% | 32 |
|
|
2017
Q4 | $2.65M | Sell |
24,770
-5,750
| -19% | -$582K | 0.76% | 33 |
|
|
2017
Q3 | $2.92M | Sell |
30,520
-125
| -0.4% | -$11.5K | 0.82% | 30 |
|
|
2017
Q2 | $2.8M | Sell |
30,645
-159
| -0.5% | -$13.7K | 0.77% | 30 |
|
|
2017
Q1 | $2.71M | Sell |
30,804
-1,256
| -4% | -$111K | 0.77% | 27 |
|
|
2016
Q4 | $2.77M | Sell |
32,060
-992
| -3% | -$75.6K | 0.83% | 25 |
|
|
2016
Q3 | $2.2M | Buy |
33,052
+345
| +1% | +$22.5K | 0.74% | 31 |
|
|
2016
Q2 | $2.03M | Sell |
32,707
-1,810
| -5% | -$113K | 0.68% | 31 |
|
|
2016
Q1 | $2.04M | Buy |
34,517
+35
| +0.1% | +$2.04K | 0.69% | 30 |
|
|
2015
Q4 | $2.28M | Sell |
34,482
-425
| -1% | -$27.7K | 0.81% | 26 |
|
|
2015
Q3 | $2.13M | Sell |
34,907
-167
| -0.5% | -$10.9K | 0.82% | 25 |
|
|
2015
Q2 | $2.38M | Buy |
35,074
+425
| +1% | +$27.7K | 0.87% | 22 |
|
|
2015
Q1 | $2.1M | Sell |
34,649
-465
| -1% | -$27.5K | 0.77% | 26 |
|
|
2014
Q4 | $2.2M | Sell |
35,114
-525
| -1% | -$31.6K | 0.85% | 22 |
|
|
2014
Q3 | $2.15M | Sell |
35,639
-598
| -2% | -$35K | 0.89% | 21 |
|
|
2014
Q2 | $2.09M | Buy |
36,237
+231
| +0.6% | +$13K | 0.83% | 23 |
|
|
2014
Q1 | $2.19M | Sell |
36,006
-260
| -0.7% | -$15K | 0.85% | 20 |
|
|
2013
Q4 | $2.12M | Buy |
36,266
+494
| +1% | +$27.1K | 0.81% | 21 |
|
|
2013
Q3 | $1.85M | Sell |
35,772
-819
| -2% | -$43.9K | 0.77% | 19 |
|
|
2013
Q2 | $1.93M | Buy |
+36,591
| New | +$1.86M | 0.79% | 21 |
|
Other funds holding JPM
VCM
VPM
