StoneX 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 | $15.8M | Buy |
54,327
+4,950
| +10% | +$1.44M | 0.77% | 24 |
|
|
2025
Q1 | $12.1M | Buy |
49,377
+2,589
| +6% | +$635K | 0.66% | 24 |
|
|
2024
Q4 | $11.2M | Buy |
+46,788
| New | +$11.2M | 0.62% | 24 |
|
|
2022
Q2 | – | Sell |
-22,914
| Closed | -$3.12M | – | 637 |
|
|
2022
Q1 | $3.12M | Buy |
22,914
+2,409
| +12% | +$328K | 0.3% | 66 |
|
|
2021
Q4 | $3.25M | Buy |
20,505
+4,926
| +32% | +$780K | 0.37% | 57 |
|
|
2021
Q3 | $2.55M | Sell |
15,579
-877
| -5% | -$144K | 0.37% | 59 |
|
|
2021
Q2 | $2.56M | Buy |
16,456
+526
| +3% | +$81.8K | 0.38% | 50 |
|
|
2021
Q1 | $2.43M | Buy |
15,930
+471
| +3% | +$71.7K | 0.44% | 38 |
|
|
2020
Q4 | $1.96M | Buy |
15,459
+364
| +2% | +$46.2K | 0.43% | 35 |
|
|
2020
Q3 | $1.45M | Sell |
15,095
-75
| -0.5% | -$7.22K | 0.47% | 43 |
|
|
2020
Q2 | $1.43M | Buy |
15,170
+594
| +4% | +$55.9K | 0.54% | 36 |
|
|
2020
Q1 | $1.31M | Sell |
14,576
-1,298
| -8% | -$117K | 0.7% | 32 |
|
|
2019
Q4 | $2.21M | Buy |
15,874
+1,163
| +8% | +$162K | 0.9% | 21 |
|
|
2019
Q3 | $1.73M | Buy |
14,711
+2,296
| +18% | +$270K | 1.08% | 12 |
|
|
2019
Q2 | $1.39M | Buy |
12,415
+470
| +4% | +$52.5K | 0.89% | 20 |
|
|
2019
Q1 | $1.21M | Buy |
11,945
+1,125
| +10% | +$114K | 0.92% | 22 |
|
|
2018
Q4 | $1.06M | Buy |
10,820
+758
| +8% | +$74K | 1.02% | 17 |
|
|
2018
Q3 | $1.14M | Sell |
10,062
-97
| -1% | -$10.9K | 0.84% | 25 |
|
|
2018
Q2 | $1.06M | Buy |
10,159
+189
| +2% | +$19.7K | 0.91% | 19 |
|
|
2018
Q1 | $1.1M | Buy |
9,970
+648
| +7% | +$71.2K | 1.05% | 16 |
|
|
2017
Q4 | $997K | Buy |
9,322
+905
| +11% | +$96.8K | 1.04% | 18 |
|
|
2017
Q3 | $804K | Sell |
8,417
-20,765
| -71% | -$1.98M | 1% | 22 |
|
|
2017
Q2 | $2.67M | Buy |
+29,182
| New | +$2.67M | 0.83% | 13 |
|