Sterneck 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 | $1.49M | Sell |
5,137
-123
| -2% | -$35.7K | 0.76% | 27 |
|
|
2025
Q1 | $1.29M | Sell |
5,260
-39
| -0.7% | -$9.57K | 0.7% | 31 |
|
|
2024
Q4 | $1.27M | Buy |
5,299
+93
| +2% | +$22.3K | 0.69% | 30 |
|
|
2024
Q3 | $1.1M | Buy |
5,206
+635
| +14% | +$134K | 0.59% | 31 |
|
|
2024
Q2 | $925K | Hold |
4,571
| – | – | 0.52% | 36 |
|
|
2024
Q1 | $916K | Sell |
4,571
-1,089
| -19% | -$218K | 0.55% | 38 |
|
|
2023
Q4 | $963K | Sell |
5,660
-302
| -5% | -$51.4K | 0.61% | 36 |
|
|
2023
Q3 | $865K | Sell |
5,962
-477
| -7% | -$69.2K | 0.58% | 39 |
|
|
2023
Q2 | $936K | Buy |
6,439
+1
| +0% | +$145 | 0.57% | 39 |
|
|
2023
Q1 | $839K | Hold |
6,438
| – | – | 0.53% | 43 |
|
|
2022
Q4 | $863K | Buy |
6,438
+1
| +0% | +$134 | 0.57% | 43 |
|
|
2022
Q3 | $673K | Buy |
6,437
+13
| +0.2% | +$1.36K | 0.48% | 44 |
|
|
2022
Q2 | $723K | Buy |
6,424
+361
| +6% | +$40.6K | 0.48% | 44 |
|
|
2022
Q1 | $826K | Sell |
6,063
-399
| -6% | -$54.4K | 0.5% | 42 |
|
|
2021
Q4 | $1.02M | Hold |
6,462
| – | – | 0.61% | 36 |
|
|
2021
Q3 | $1.06M | Hold |
6,462
| – | – | 0.67% | 35 |
|
|
2021
Q2 | $980K | Sell |
6,462
-349
| -5% | -$52.9K | 0.61% | 36 |
|
|
2021
Q1 | $1.04M | Sell |
6,811
-276
| -4% | -$42K | 0.72% | 33 |
|
|
2020
Q4 | $901K | Hold |
7,087
| – | – | 0.68% | 34 |
|
|
2020
Q3 | $682K | Sell |
7,087
-23
| -0.3% | -$2.21K | 0.58% | 39 |
|
|
2020
Q2 | $669K | Buy |
7,110
+91
| +1% | +$8.56K | 0.63% | 42 |
|
|
2020
Q1 | $632K | Buy |
7,019
+7
| +0.1% | +$630 | 0.64% | 40 |
|
|
2019
Q4 | $977K | Sell |
7,012
-504
| -7% | -$70.2K | 0.78% | 37 |
|
|
2019
Q3 | $885K | Sell |
7,516
-340
| -4% | -$40K | 0.81% | 33 |
|
|
2019
Q2 | $878K | Buy |
7,856
+51
| +0.7% | +$5.7K | 0.76% | 34 |
|
|
2019
Q1 | $790K | Buy |
7,805
+575
| +8% | +$58.2K | 0.69% | 34 |
|
|
2018
Q4 | $706K | Sell |
7,230
-3,707
| -34% | -$362K | 0.69% | 39 |
|
|
2018
Q3 | $1.23M | Sell |
10,937
-545
| -5% | -$61.5K | 0.89% | 33 |
|
|
2018
Q2 | $1.2M | Sell |
11,482
-3,757
| -25% | -$391K | 0.83% | 40 |
|
|
2018
Q1 | $1.68M | Sell |
15,239
-11,178
| -42% | -$1.23M | 0.99% | 36 |
|
|
2017
Q4 | $2.83M | Sell |
26,417
-4,783
| -15% | -$511K | 1.69% | 18 |
|
|
2017
Q3 | $2.98M | Sell |
31,200
-793
| -2% | -$75.7K | 1.71% | 20 |
|
|
2017
Q2 | $2.92M | Sell |
31,993
-660
| -2% | -$60.3K | 1.75% | 18 |
|
|
2017
Q1 | $2.87M | Sell |
32,653
-3,202
| -9% | -$281K | 1.7% | 20 |
|
|
2016
Q4 | $3.09M | Sell |
35,855
-2,687
| -7% | -$232K | 1.99% | 10 |
|
|
2016
Q3 | $2.57M | Sell |
38,542
-23,027
| -37% | -$1.53M | 1.71% | 16 |
|
|
2016
Q2 | $3.83M | Buy |
61,569
+2,305
| +4% | +$143K | 2.54% | 7 |
|
|
2016
Q1 | $3.51M | Buy |
59,264
+15,326
| +35% | +$908K | 2.47% | 9 |
|
|
2015
Q4 | $2.9M | Buy |
43,938
+8,370
| +24% | +$553K | 1.85% | 14 |
|
|
2015
Q3 | $2.17M | Buy |
35,568
+2,076
| +6% | +$127K | 1.42% | 24 |
|
|
2015
Q2 | $2.27M | Sell |
33,492
-30,763
| -48% | -$2.08M | 1.25% | 30 |
|
|
2015
Q1 | $3.89M | Buy |
64,255
+85
| +0.1% | +$5.15K | 2.09% | 15 |
|
|
2014
Q4 | $4.02M | Buy |
64,170
+3,200
| +5% | +$200K | 2.38% | 10 |
|
|
2014
Q3 | $3.67M | Sell |
60,970
-319
| -0.5% | -$19.2K | 2.2% | 9 |
|
|
2014
Q2 | $3.53M | Sell |
61,289
-4,387
| -7% | -$253K | 2.06% | 9 |
|
|
2014
Q1 | $3.99M | Sell |
65,676
-11,885
| -15% | -$722K | 2.16% | 7 |
|
|
2013
Q4 | $4.54M | Sell |
77,561
-2,170
| -3% | -$127K | 2.75% | 3 |
|
|
2013
Q3 | $4.12M | Buy |
79,731
+12,536
| +19% | +$648K | 2.61% | 3 |
|
|
2013
Q2 | $3.55M | Buy |
+67,195
| New | +$3.55M | 2.24% | 7 |
|