Successful Portfolios’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 | $838K | Sell |
2,892
-2
| -0.1% | -$580 | 0.52% | 45 |
|
|
2025
Q1 | $710K | Buy |
2,894
+1
| +0% | +$245 | 0.48% | 49 |
|
|
2024
Q4 | $694K | Sell |
2,893
-36
| -1% | -$8.63K | 0.46% | 48 |
|
|
2024
Q3 | $618K | Buy |
2,929
+2
| +0.1% | +$422 | 0.42% | 53 |
|
|
2024
Q2 | $592K | Sell |
2,927
-394
| -12% | -$79.7K | 0.41% | 54 |
|
|
2024
Q1 | $665K | Sell |
3,321
-403
| -11% | -$80.7K | 0.45% | 52 |
|
|
2023
Q4 | $634K | Buy |
3,724
+249
| +7% | +$42.4K | 0.47% | 52 |
|
|
2023
Q3 | $504K | Sell |
3,475
-91
| -3% | -$13.2K | 0.45% | 56 |
|
|
2023
Q2 | $519K | Sell |
3,566
-3,486
| -49% | -$507K | 0.45% | 52 |
|
|
2023
Q1 | $919K | Sell |
7,052
-587
| -8% | -$76.5K | 0.58% | 45 |
|
|
2022
Q4 | $1.02M | Buy |
7,639
+106
| +1% | +$14.2K | 0.67% | 41 |
|
|
2022
Q3 | $787K | Buy |
7,533
+815
| +12% | +$85.1K | 0.57% | 46 |
|
|
2022
Q2 | $756K | Sell |
6,718
-120
| -2% | -$13.5K | 0.51% | 49 |
|
|
2022
Q1 | $932K | Sell |
6,838
-101
| -1% | -$13.8K | 0.53% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
6,939
+74
| +1% | +$11.7K | 0.6% | 40 |
|
|
2021
Q3 | $1.12M | Buy |
6,865
+72
| +1% | +$11.8K | 0.67% | 40 |
|
|
2021
Q2 | $1.06M | Buy |
6,793
+138
| +2% | +$21.5K | 0.64% | 39 |
|
|
2021
Q1 | $1.01M | Buy |
6,655
+121
| +2% | +$18.4K | 0.67% | 40 |
|
|
2020
Q4 | $830K | Sell |
6,534
-194
| -3% | -$24.6K | 0.6% | 44 |
|
|
2020
Q3 | $648K | Buy |
6,728
+227
| +3% | +$21.9K | 0.52% | 52 |
|
|
2020
Q2 | $612K | Buy |
6,501
+388
| +6% | +$36.5K | 0.54% | 55 |
|
|
2020
Q1 | $550K | Buy |
6,113
+998
| +20% | +$89.8K | 0.56% | 53 |
|
|
2019
Q4 | $713K | Sell |
5,115
-304
| -6% | -$42.4K | 0.63% | 40 |
|
|
2019
Q3 | $638K | Buy |
5,419
+380
| +8% | +$44.7K | 0.6% | 44 |
|
|
2019
Q2 | $563K | Sell |
5,039
-28
| -0.6% | -$3.13K | 0.6% | 47 |
|
|
2019
Q1 | $513K | Buy |
5,067
+127
| +3% | +$12.9K | 0.56% | 52 |
|
|
2018
Q4 | $482K | Sell |
4,940
-22
| -0.4% | -$2.15K | 0.62% | 51 |
|
|
2018
Q3 | $560K | Buy |
4,962
+201
| +4% | +$22.7K | 0.61% | 45 |
|
|
2018
Q2 | $496K | Buy |
4,761
+6
| +0.1% | +$625 | 0.58% | 51 |
|
|
2018
Q1 | $523K | Buy |
4,755
+310
| +7% | +$34.1K | 0.64% | 48 |
|
|
2017
Q4 | $475K | Buy |
+4,445
| New | +$475K | 0.59% | 53 |
|