Stokes Capital Advisors’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 | $13.7M | Buy |
47,312
+1,223
| +3% | +$355K | 3.36% | 4 |
|
|
2025
Q1 | $11.3M | Buy |
46,089
+398
| +0.9% | +$97.6K | 2.87% | 7 |
|
|
2024
Q4 | $11M | Sell |
45,691
-182
| -0.4% | -$43.6K | 2.83% | 7 |
|
|
2024
Q3 | $9.67M | Buy |
45,873
+1,574
| +4% | +$332K | 2.48% | 11 |
|
|
2024
Q2 | $8.96M | Sell |
44,299
-920
| -2% | -$186K | 2.49% | 9 |
|
|
2024
Q1 | $9.06M | Sell |
45,219
-378
| -0.8% | -$75.7K | 2.63% | 9 |
|
|
2023
Q4 | $7.76M | Sell |
45,597
-442
| -1% | -$75.2K | 2.45% | 13 |
|
|
2023
Q3 | $6.68M | Buy |
46,039
+544
| +1% | +$78.9K | 2.33% | 11 |
|
|
2023
Q2 | $6.62M | Buy |
45,495
+37
| +0.1% | +$5.38K | 2.23% | 13 |
|
|
2023
Q1 | $5.92M | Buy |
45,458
+236
| +0.5% | +$30.8K | 2.01% | 20 |
|
|
2022
Q4 | $6.06M | Buy |
45,222
+95
| +0.2% | +$12.7K | 2.09% | 18 |
|
|
2022
Q3 | $4.72M | Buy |
45,127
+2,883
| +7% | +$301K | 1.75% | 28 |
|
|
2022
Q2 | $4.76M | Buy |
42,244
+417
| +1% | +$47K | 1.66% | 31 |
|
|
2022
Q1 | $5.7M | Buy |
41,827
+4,009
| +11% | +$547K | 1.66% | 30 |
|
|
2021
Q4 | $5.99M | Buy |
37,818
+596
| +2% | +$94.4K | 1.78% | 27 |
|
|
2021
Q3 | $6.09M | Buy |
37,222
+1,642
| +5% | +$269K | 1.97% | 18 |
|
|
2021
Q2 | $5.53M | Buy |
35,580
+8,284
| +30% | +$1.29M | 1.81% | 23 |
|
|
2021
Q1 | $4.16M | Buy |
27,296
+893
| +3% | +$136K | 1.7% | 33 |
|
|
2020
Q4 | $3.36M | Buy |
26,403
+610
| +2% | +$77.5K | 1.46% | 38 |
|
|
2020
Q3 | $2.48M | Buy |
25,793
+22,028
| +585% | +$2.12M | 1.19% | 41 |
|
|
2020
Q2 | $354K | Buy |
+3,765
| New | +$354K | 0.19% | 63 |
|