South Street 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 | $2.55M | Buy |
8,807
+25
| +0.3% | +$7.25K | 0.38% | 39 |
|
|
2025
Q1 | $2.15M | Sell |
8,782
-150
| -2% | -$36.8K | 0.35% | 41 |
|
|
2024
Q4 | $2.14M | Sell |
8,932
-500
| -5% | -$120K | 0.33% | 43 |
|
|
2024
Q3 | $1.99M | Sell |
9,432
-2,900
| -24% | -$611K | 0.3% | 44 |
|
|
2024
Q2 | $2.49M | Buy |
12,332
+15
| +0.1% | +$3.03K | 0.38% | 40 |
|
|
2024
Q1 | $2.47M | Hold |
12,317
| – | – | 0.39% | 40 |
|
|
2023
Q4 | $2.1M | Buy |
12,317
+2,270
| +23% | +$386K | 0.39% | 41 |
|
|
2023
Q3 | $1.46M | Buy |
10,047
+623
| +7% | +$90.3K | 0.29% | 44 |
|
|
2023
Q2 | $1.37M | Sell |
9,424
-600
| -6% | -$87.3K | 0.27% | 47 |
|
|
2023
Q1 | $1.31M | Buy |
10,024
+800
| +9% | +$104K | 0.27% | 44 |
|
|
2022
Q4 | $1.24M | Sell |
9,224
-647
| -7% | -$86.8K | 0.27% | 45 |
|
|
2022
Q3 | $1.03M | Sell |
9,871
-8
| -0.1% | -$836 | 0.25% | 47 |
|
|
2022
Q2 | $1.11M | Buy |
9,879
+520
| +6% | +$58.5K | 0.25% | 46 |
|
|
2022
Q1 | $1.28M | Buy |
9,359
+245
| +3% | +$33.4K | 0.24% | 46 |
|
|
2021
Q4 | $1.44M | Buy |
9,114
+730
| +9% | +$116K | 0.25% | 43 |
|
|
2021
Q3 | $1.37M | Buy |
8,384
+4,472
| +114% | +$732K | 0.26% | 44 |
|
|
2021
Q2 | $608K | Buy |
3,912
+200
| +5% | +$31.1K | 0.11% | 45 |
|
|
2021
Q1 | $565K | Buy |
3,712
+100
| +3% | +$15.2K | 0.18% | 26 |
|
|
2020
Q4 | $459K | Buy |
3,612
+400
| +12% | +$50.8K | 0.1% | 43 |
|
|
2020
Q3 | $309K | Buy |
3,212
+155
| +5% | +$14.9K | 0.07% | 51 |
|
|
2020
Q2 | $288K | Buy |
3,057
+595
| +24% | +$56.1K | 0.08% | 50 |
|
|
2020
Q1 | $222K | Hold |
2,462
| – | – | 0.07% | 53 |
|
|
2019
Q4 | $343K | Hold |
2,462
| – | – | 0.09% | 48 |
|
|
2019
Q3 | $290K | Hold |
2,462
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $275K | Hold |
2,462
| – | – | 0.08% | 57 |
|
|
2019
Q1 | $249K | Hold |
2,462
| – | – | 0.08% | 61 |
|
|
2018
Q4 | $240K | Hold |
2,462
| – | – | 0.08% | 55 |
|
|
2018
Q3 | $277 | Hold |
2,462
| – | – | 0.04% | 56 |
|
|
2018
Q2 | $256K | Hold |
2,462
| – | – | 0.08% | 54 |
|
|
2018
Q1 | $270 | Hold |
2,462
| – | – | 0.03% | 52 |
|
|
2017
Q4 | $263K | Hold |
2,462
| – | – | 0.08% | 53 |
|
|
2017
Q3 | $235 | Hold |
2,462
| – | – | 0.05% | 54 |
|
|
2017
Q2 | $225K | Buy |
+2,462
| New | +$225K | 0.07% | 58 |
|