St. Johns Investment 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 | $3.19M | Buy |
10,994
+57
| +0.5% | +$16.5K | 1.46% | 19 |
|
|
2025
Q1 | $2.68M | Sell |
10,937
-302
| -3% | -$74.1K | 1.33% | 20 |
|
|
2024
Q4 | $2.69M | Buy |
11,239
+252
| +2% | +$60.4K | 1.25% | 22 |
|
|
2024
Q3 | $2.32M | Sell |
10,987
-645
| -6% | -$136K | 1.09% | 26 |
|
|
2024
Q2 | $2.35M | Buy |
11,632
+332
| +3% | +$67.2K | 1.12% | 24 |
|
|
2024
Q1 | $2.26M | Buy |
11,300
+165
| +1% | +$33.1K | 1.09% | 26 |
|
|
2023
Q4 | $1.89M | Sell |
11,135
-150
| -1% | -$25.5K | 0.97% | 28 |
|
|
2023
Q3 | $1.64M | Sell |
11,285
-89
| -0.8% | -$12.9K | 0.93% | 30 |
|
|
2023
Q2 | $1.65M | Sell |
11,374
-236
| -2% | -$34.3K | 0.9% | 31 |
|
|
2023
Q1 | $1.51M | Sell |
11,610
-18
| -0.2% | -$2.35K | 0.88% | 35 |
|
|
2022
Q4 | $1.56M | Sell |
11,628
-190
| -2% | -$25.5K | 0.93% | 32 |
|
|
2022
Q3 | $1.24M | Buy |
11,818
+229
| +2% | +$23.9K | 0.81% | 37 |
|
|
2022
Q2 | $1.31M | Buy |
11,589
+191
| +2% | +$21.5K | 0.83% | 35 |
|
|
2022
Q1 | $1.55M | Buy |
11,398
+165
| +1% | +$22.5K | 0.83% | 33 |
|
|
2021
Q4 | $1.78M | Sell |
11,233
-185
| -2% | -$29.3K | 0.91% | 33 |
|
|
2021
Q3 | $1.87M | Sell |
11,418
-21
| -0.2% | -$3.44K | 1.03% | 29 |
|
|
2021
Q2 | $1.78M | Sell |
11,439
-125
| -1% | -$19.4K | 0.97% | 33 |
|
|
2021
Q1 | $1.76M | Sell |
11,564
-390
| -3% | -$59.4K | 1.01% | 31 |
|
|
2020
Q4 | $1.52M | Sell |
11,954
-787
| -6% | -$100K | 0.94% | 31 |
|
|
2020
Q3 | $1.23M | Buy |
12,741
+369
| +3% | +$35.5K | 0.83% | 40 |
|
|
2020
Q2 | $1.16M | Buy |
12,372
+601
| +5% | +$56.5K | 0.85% | 39 |
|
|
2020
Q1 | $1.06M | Sell |
11,771
-630
| -5% | -$56.7K | 0.95% | 33 |
|
|
2019
Q4 | $1.73M | Sell |
12,401
-855
| -6% | -$119K | 1.2% | 22 |
|
|
2019
Q3 | $1.56M | Sell |
13,256
-424
| -3% | -$49.9K | 1.16% | 24 |
|
|
2019
Q2 | $1.53M | Buy |
13,680
+376
| +3% | +$42K | 1.14% | 24 |
|
|
2019
Q1 | $1.35M | Buy |
13,304
+581
| +5% | +$58.8K | 1.04% | 32 |
|
|
2018
Q4 | $1.24M | Sell |
12,723
-219
| -2% | -$21.4K | 1.1% | 30 |
|
|
2018
Q3 | $1.46M | Sell |
12,942
-1,182
| -8% | -$133K | 1.09% | 25 |
|
|
2018
Q2 | $1.47M | Buy |
14,124
+232
| +2% | +$24.2K | 1.08% | 27 |
|
|
2018
Q1 | $1.53M | Sell |
13,892
-193
| -1% | -$21.2K | 1.16% | 24 |
|
|
2017
Q4 | $1.51M | Sell |
14,085
-623
| -4% | -$66.6K | 1.11% | 24 |
|
|
2017
Q3 | $1.41M | Sell |
14,708
-77
| -0.5% | -$7.36K | 1.03% | 26 |
|
|
2017
Q2 | $1.35M | Buy |
14,785
+343
| +2% | +$31.3K | 1.02% | 26 |
|
|
2017
Q1 | $1.27M | Sell |
14,442
-73
| -0.5% | -$6.41K | 1.01% | 29 |
|
|
2016
Q4 | $1.25M | Sell |
14,515
-341
| -2% | -$29.4K | 1.03% | 25 |
|
|
2016
Q3 | $989K | Buy |
14,856
+382
| +3% | +$25.4K | 0.83% | 43 |
|
|
2016
Q2 | $899K | Buy |
14,474
+114
| +0.8% | +$7.08K | 0.81% | 45 |
|
|
2016
Q1 | $850K | Sell |
14,360
-111
| -0.8% | -$6.57K | 0.75% | 45 |
|
|
2015
Q4 | $956K | Buy |
14,471
+45
| +0.3% | +$2.97K | 0.86% | 35 |
|
|
2015
Q3 | $880K | Buy |
14,426
+781
| +6% | +$47.6K | 0.83% | 37 |
|
|
2015
Q2 | $925K | Buy |
13,645
+640
| +5% | +$43.4K | 0.79% | 40 |
|
|
2015
Q1 | $788K | Buy |
13,005
+785
| +6% | +$47.6K | 0.69% | 53 |
|
|
2014
Q4 | $765K | Buy |
12,220
+710
| +6% | +$44.4K | 0.66% | 53 |
|
|
2014
Q3 | $693K | Sell |
11,510
-69
| -0.6% | -$4.15K | 0.61% | 58 |
|
|
2014
Q2 | $667K | Buy |
11,579
+804
| +7% | +$46.3K | 0.57% | 59 |
|
|
2014
Q1 | $654K | Buy |
+10,775
| New | +$654K | 0.59% | 58 |
|