Strategic Blueprint’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 | $8.32M | Sell |
28,685
-7,018
| -20% | -$2.03M | 0.41% | 62 |
|
|
2025
Q1 | $8.76M | Buy |
35,703
+2,041
| +6% | +$501K | 0.48% | 51 |
|
|
2024
Q4 | $8.07M | Buy |
33,662
+173
| +0.5% | +$41.5K | 0.48% | 46 |
|
|
2024
Q3 | $7.06M | Sell |
33,489
-1,441
| -4% | -$304K | 0.44% | 53 |
|
|
2024
Q2 | $7.06M | Sell |
34,930
-811
| -2% | -$164K | 0.48% | 51 |
|
|
2024
Q1 | $7.16M | Buy |
35,741
+1,489
| +4% | +$298K | 0.51% | 48 |
|
|
2023
Q4 | $5.83M | Buy |
34,252
+24
| +0.1% | +$4.08K | 0.48% | 48 |
|
|
2023
Q3 | $4.96M | Buy |
34,228
+1,008
| +3% | +$146K | 0.46% | 48 |
|
|
2023
Q2 | $4.83M | Buy |
33,220
+289
| +0.9% | +$42K | 0.46% | 52 |
|
|
2023
Q1 | $4.29M | Buy |
32,931
+595
| +2% | +$77.5K | 0.44% | 52 |
|
|
2022
Q4 | $4.34M | Buy |
32,336
+1,092
| +3% | +$146K | 0.5% | 44 |
|
|
2022
Q3 | $3.27M | Buy |
31,244
+1,580
| +5% | +$165K | 0.39% | 57 |
|
|
2022
Q2 | $3.34M | Sell |
29,664
-108
| -0.4% | -$12.2K | 0.41% | 56 |
|
|
2022
Q1 | $4.06M | Buy |
29,772
+1,162
| +4% | +$158K | 0.47% | 49 |
|
|
2021
Q4 | $4.53M | Buy |
28,610
+8,987
| +46% | +$1.42M | 0.57% | 38 |
|
|
2021
Q3 | $3.21M | Buy |
19,623
+2,346
| +14% | +$384K | 0.5% | 49 |
|
|
2021
Q2 | $2.69M | Buy |
17,277
+1,710
| +11% | +$266K | 0.42% | 53 |
|
|
2021
Q1 | $2.37M | Buy |
15,567
+2,094
| +16% | +$319K | 0.5% | 53 |
|
|
2020
Q4 | $1.71M | Buy |
13,473
+3,825
| +40% | +$486K | 0.43% | 55 |
|
|
2020
Q3 | $929K | Buy |
9,648
+1,328
| +16% | +$128K | 0.29% | 75 |
|
|
2020
Q2 | $783K | Sell |
8,320
-11,568
| -58% | -$1.09M | 0.28% | 78 |
|
|
2020
Q1 | $1.79M | Buy |
19,888
+2,947
| +17% | +$265K | 1.05% | 29 |
|
|
2019
Q4 | $2.36M | Sell |
16,941
-227
| -1% | -$31.6K | 1.62% | 17 |
|
|
2019
Q3 | $2.02M | Buy |
17,168
+412
| +2% | +$48.5K | 1.52% | 23 |
|
|
2019
Q2 | $1.87M | Sell |
16,756
-261
| -2% | -$29.2K | 1.6% | 22 |
|
|
2019
Q1 | $1.72M | Sell |
17,017
-424
| -2% | -$42.9K | 1.56% | 24 |
|
|
2018
Q4 | $1.7M | Buy |
+17,441
| New | +$1.7M | 2.47% | 15 |
|