Steph & Co’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 | $1.18M | Buy |
4,027
+3
| +0.1% | +$910 | 0.34% | 30 |
|
|
2025
Q4 | $1.3M | Sell |
4,024
-539
| -12% | -$167K | 0.37% | 29 |
|
|
2025
Q3 | $1.44M | Sell |
4,563
-421
| -8% | -$125K | 0.44% | 27 |
|
|
2025
Q2 | $1.44M | Sell |
4,984
-78
| -2% | -$19.9K | 0.47% | 27 |
|
|
2025
Q1 | $1.24M | Sell |
5,062
-155
| -3% | -$39.5K | 0.45% | 26 |
|
|
2024
Q4 | $1.25M | Sell |
5,217
-294
| -5% | -$68.5K | 0.42% | 27 |
|
|
2024
Q3 | $1.16M | Buy |
5,511
+79
| +1% | +$16.6K | 0.37% | 28 |
|
|
2024
Q2 | $1.1M | Sell |
5,432
-2,509
| -32% | -$491K | 0.37% | 28 |
|
|
2024
Q1 | $1.59M | Sell |
7,941
-559
| -7% | -$101K | 0.55% | 25 |
|
|
2023
Q4 | $1.45M | Sell |
8,500
-48
| -0.6% | -$7.27K | 0.71% | 24 |
|
|
2023
Q3 | $1.24M | Sell |
8,548
-33
| -0.4% | -$4.95K | 0.69% | 24 |
|
|
2023
Q2 | $1.25M | Sell |
8,581
-13
| -0.2% | -$1.79K | 0.68% | 25 |
|
|
2023
Q1 | $1.12M | Sell |
8,594
-317
| -4% | -$43.4K | 0.69% | 23 |
|
|
2022
Q4 | $1.2M | Buy |
8,911
+233
| +3% | +$29.5K | 0.75% | 24 |
|
|
2022
Q3 | $907K | Buy |
8,678
+154
| +2% | +$17.7K | 0.63% | 23 |
|
|
2022
Q2 | $960K | Buy |
8,524
+293
| +4% | +$36.3K | 0.59% | 23 |
|
|
2022
Q1 | $1.12M | Buy |
8,231
+122
| +2% | +$18K | 0.67% | 22 |
|
|
2021
Q4 | $1.28M | Buy |
8,109
+929
| +13% | +$153K | 0.74% | 21 |
|
|
2021
Q3 | $1.18M | Buy |
7,180
+350
| +5% | +$54.9K | 0.75% | 20 |
|
|
2021
Q2 | $1.06M | Buy |
6,830
+183
| +3% | +$28.7K | 0.69% | 21 |
|
|
2021
Q1 | $1.01M | Buy |
6,647
+6
| +0.1% | +$863 | 0.7% | 21 |
|
|
2020
Q4 | $844K | Buy |
6,641
+795
| +14% | +$88.9K | 0.64% | 21 |
|
|
2020
Q3 | $563K | Sell |
5,846
-385
| -6% | -$37.8K | 0.53% | 25 |
|
|
2020
Q2 | $586K | Buy |
6,231
+205
| +3% | +$19.4K | 0.58% | 24 |
|
|
2020
Q1 | $543K | Sell |
6,026
-60
| -1% | -$7.29K | 0.62% | 29 |
|
|
2019
Q4 | $848K | Buy |
+6,086
| New | +$781K | 0.72% | 29 |
|
Other funds holding JPM
VCM
VPM
