Stanley-Laman Group’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 | $2.09M | Sell |
7,196
-4,548
| -39% | -$1.32M | 0.31% | 126 |
|
|
2025
Q1 | $2.88M | Buy |
11,744
+198
| +2% | +$48.6K | 0.44% | 101 |
|
|
2024
Q4 | $2.77M | Buy |
11,546
+136
| +1% | +$32.6K | 0.39% | 112 |
|
|
2024
Q3 | $2.41M | Buy |
11,410
+474
| +4% | +$99.9K | 0.34% | 121 |
|
|
2024
Q2 | $2.21M | Buy |
10,936
+919
| +9% | +$186K | 0.32% | 120 |
|
|
2024
Q1 | $2.01M | Buy |
10,017
+2
| +0% | +$401 | 0.28% | 121 |
|
|
2023
Q4 | $1.7M | Buy |
10,015
+6,015
| +150% | +$1.02M | 0.26% | 124 |
|
|
2023
Q3 | $580K | Hold |
4,000
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $582K | Hold |
4,000
| – | – | 0.1% | 166 |
|
|
2023
Q1 | $521K | Hold |
4,000
| – | – | 0.09% | 172 |
|
|
2022
Q4 | $536K | Hold |
4,000
| – | – | 0.1% | 165 |
|
|
2022
Q3 | $418K | Sell |
4,000
-21
| -0.5% | -$2.2K | 0.08% | 175 |
|
|
2022
Q2 | $453K | Sell |
4,021
-1,827
| -31% | -$206K | 0.08% | 197 |
|
|
2022
Q1 | $797K | Sell |
5,848
-69
| -1% | -$9.4K | 0.11% | 188 |
|
|
2021
Q4 | $937K | Buy |
5,917
+1
| +0% | +$158 | 0.11% | 202 |
|
|
2021
Q3 | $968K | Hold |
5,916
| – | – | 0.13% | 193 |
|
|
2021
Q2 | $920K | Buy |
5,916
+1,228
| +26% | +$191K | 0.13% | 189 |
|
|
2021
Q1 | $714K | Buy |
4,688
+590
| +14% | +$89.9K | 0.12% | 196 |
|
|
2020
Q4 | $521K | Buy |
+4,098
| New | +$521K | 0.09% | 206 |
|
|
2020
Q3 | – | Sell |
-4,031
| Closed | -$379K | – | 243 |
|
|
2020
Q2 | $379K | Buy |
+4,031
| New | +$379K | 0.09% | 200 |
|
|
2017
Q1 | – | Sell |
-6,985
| Closed | -$603K | – | 263 |
|
|
2016
Q4 | $603K | Sell |
6,985
-225
| -3% | -$19.4K | 0.19% | 153 |
|
|
2016
Q3 | $480K | Sell |
7,210
-8,775
| -55% | -$584K | 0.2% | 143 |
|
|
2016
Q2 | $993K | Sell |
15,985
-363
| -2% | -$22.6K | 0.39% | 86 |
|
|
2016
Q1 | $968K | Sell |
16,348
-413
| -2% | -$24.5K | 0.18% | 117 |
|
|
2015
Q4 | $1.11M | Sell |
16,761
-90
| -0.5% | -$5.94K | 0.19% | 134 |
|
|
2015
Q3 | $1.03M | Hold |
16,851
| – | – | 0.21% | 119 |
|
|
2015
Q2 | $1.14M | Hold |
16,851
| – | – | 0.21% | 120 |
|
|
2015
Q1 | $1.02M | Sell |
16,851
-3,834
| -19% | -$232K | 0.19% | 133 |
|
|
2014
Q4 | $1.29M | Sell |
20,685
-853
| -4% | -$53.4K | 0.25% | 108 |
|
|
2014
Q3 | $1.3M | Sell |
21,538
-9,273
| -30% | -$558K | 0.25% | 113 |
|
|
2014
Q2 | $1.78M | Buy |
30,811
+4,476
| +17% | +$258K | 0.33% | 97 |
|
|
2014
Q1 | $1.6M | Buy |
26,335
+16,014
| +155% | +$972K | 0.28% | 113 |
|
|
2013
Q4 | $604K | Buy |
+10,321
| New | +$604K | 0.13% | 131 |
|