Stuart Chaussee & Associates’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 | $204K | Buy |
704
+200
| +40% | +$58K | 0.05% | 43 |
|
|
2025
Q1 | $124K | Sell |
504
-155
| -24% | -$38K | 0.03% | 47 |
|
|
2024
Q4 | $158K | Buy |
659
+157
| +31% | +$37.6K | 0.04% | 40 |
|
|
2024
Q3 | $106K | Buy |
502
+1
| +0.2% | +$211 | 0.03% | 45 |
|
|
2024
Q2 | $101K | Buy |
501
+266
| +113% | +$53.8K | 0.03% | 42 |
|
|
2024
Q1 | $47.1K | Hold |
235
| – | – | 0.01% | 62 |
|
|
2023
Q4 | $40K | Buy |
+235
| New | +$40K | 0.01% | 64 |
|
|
2023
Q1 | – | Sell |
-462
| Closed | -$62K | – | 140 |
|
|
2022
Q4 | $62K | Hold |
462
| – | – | 0.02% | 38 |
|
|
2022
Q3 | $48K | Hold |
462
| – | – | 0.11% | 35 |
|
|
2022
Q2 | $52K | Sell |
462
-142
| -24% | -$16K | 0.11% | 33 |
|
|
2022
Q1 | $82K | Sell |
604
-58
| -9% | -$7.87K | 0.04% | 34 |
|
|
2021
Q4 | $105K | Buy |
662
+154
| +30% | +$24.4K | 0.05% | 34 |
|
|
2021
Q3 | $83K | Hold |
508
| – | – | 0.13% | 27 |
|
|
2021
Q2 | $79K | Sell |
508
-42
| -8% | -$6.53K | 0.03% | 33 |
|
|
2021
Q1 | $84K | Buy |
550
+84
| +18% | +$12.8K | 0.03% | 40 |
|
|
2020
Q4 | $59K | Hold |
466
| – | – | 0.02% | 41 |
|
|
2020
Q3 | $45K | Buy |
466
+96
| +26% | +$9.27K | 0.02% | 43 |
|
|
2020
Q2 | $35K | Hold |
370
| – | – | 0.02% | 38 |
|
|
2020
Q1 | $33K | Sell |
370
-235
| -39% | -$21K | 0.03% | 35 |
|
|
2019
Q4 | $84K | Hold |
605
| – | – | 0.05% | 31 |
|
|
2019
Q3 | $71K | Hold |
605
| – | – | 0.04% | 35 |
|
|
2019
Q2 | $68K | Hold |
605
| – | – | 0.04% | 40 |
|
|
2019
Q1 | $61K | Hold |
605
| – | – | 0.04% | 39 |
|
|
2018
Q4 | $59K | Sell |
605
-300
| -33% | -$29.3K | 0.04% | 32 |
|
|
2018
Q3 | $102K | Hold |
905
| – | – | 0.06% | 35 |
|
|
2018
Q2 | $94K | Hold |
905
| – | – | 0.06% | 35 |
|
|
2018
Q1 | $99K | Sell |
905
-250
| -22% | -$27.3K | 0.41% | 17 |
|
|
2017
Q4 | $124K | Buy |
1,155
+42
| +4% | +$4.51K | 0.09% | 18 |
|
|
2017
Q3 | $107K | Hold |
1,113
| – | – | 0.08% | 21 |
|
|
2017
Q2 | $102K | Hold |
1,113
| – | – | 0.08% | 23 |
|
|
2017
Q1 | $98K | Sell |
1,113
-1,137
| -51% | -$100K | 0.1% | 24 |
|
|
2016
Q4 | $194K | Buy |
2,250
+1,000
| +80% | +$86.2K | 0.15% | 15 |
|
|
2016
Q3 | $83K | Buy |
1,250
+315
| +34% | +$20.9K | 0.07% | 34 |
|
|
2016
Q2 | $57K | Hold |
935
| – | – | 0.05% | 39 |
|
|
2016
Q1 | $54K | Buy |
935
+525
| +128% | +$30.3K | 0.05% | 39 |
|
|
2015
Q4 | $27K | Buy |
+410
| New | +$27K | 0.03% | 46 |
|