Spreng Capital 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 | $3.11M | Buy |
10,722
+1
| +0% | +$290 | 1.28% | 18 |
|
|
2025
Q1 | $2.63M | Sell |
10,721
-130
| -1% | -$31.9K | 1.19% | 18 |
|
|
2024
Q4 | $2.6M | Sell |
10,851
-22
| -0.2% | -$5.27K | 1.13% | 19 |
|
|
2024
Q3 | $2.29M | Sell |
10,873
-4,901
| -31% | -$1.03M | 1.07% | 20 |
|
|
2024
Q2 | $3.19M | Sell |
15,774
-480
| -3% | -$97.1K | 1.65% | 15 |
|
|
2024
Q1 | $3.26M | Sell |
16,254
-121
| -0.7% | -$24.2K | 1.76% | 14 |
|
|
2023
Q4 | $2.79M | Sell |
16,375
-757
| -4% | -$129K | 1.74% | 11 |
|
|
2023
Q3 | $2.48M | Buy |
17,132
+3,856
| +29% | +$559K | 1.82% | 11 |
|
|
2023
Q2 | $1.93M | Sell |
13,276
-2,790
| -17% | -$406K | 1.52% | 15 |
|
|
2023
Q1 | $2.09M | Sell |
16,066
-874
| -5% | -$114K | 1.81% | 14 |
|
|
2022
Q4 | $2.27M | Sell |
16,940
-1,000
| -6% | -$134K | 1.96% | 14 |
|
|
2022
Q3 | $1.88M | Hold |
17,940
| – | – | 1.66% | 14 |
|
|
2022
Q2 | $2.05M | Buy |
17,940
+921
| +5% | +$105K | 1.53% | 15 |
|
|
2022
Q1 | $2.32M | Sell |
17,019
-145
| -0.8% | -$19.8K | 1.43% | 17 |
|
|
2021
Q4 | $2.72M | Sell |
17,164
-501
| -3% | -$79.3K | 1.57% | 16 |
|
|
2021
Q3 | $2.95M | Hold |
17,665
| – | – | 1.89% | 14 |
|
|
2021
Q2 | $2.75M | Buy |
17,665
+388
| +2% | +$60.4K | 1.78% | 15 |
|
|
2021
Q1 | $2.63M | Buy |
17,277
+977
| +6% | +$149K | 1.83% | 16 |
|
|
2020
Q4 | $2.07M | Sell |
16,300
-900
| -5% | -$114K | 1.64% | 17 |
|
|
2020
Q3 | $1.66M | Buy |
17,200
+398
| +2% | +$38.3K | 1.56% | 19 |
|
|
2020
Q2 | $1.58M | Sell |
16,802
-2,153
| -11% | -$203K | 1.61% | 20 |
|
|
2020
Q1 | $1.71M | Sell |
18,955
-658
| -3% | -$59.2K | 1.96% | 18 |
|
|
2019
Q4 | $2.73M | Buy |
+19,613
| New | +$2.73M | 2.54% | 12 |
|