Tarbox Family Office’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 | $760K | Sell |
2,623
-1
| -0% | -$290 | 0.11% | 50 |
|
|
2025
Q1 | $644K | Sell |
2,624
-2
| -0.1% | -$491 | 0.11% | 57 |
|
|
2024
Q4 | $629K | Hold |
2,626
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $554K | Buy |
2,626
+700
| +36% | +$148K | 0.09% | 62 |
|
|
2024
Q2 | $390K | Hold |
1,926
| – | – | 0.07% | 73 |
|
|
2024
Q1 | $386K | Buy |
1,926
+229
| +13% | +$45.9K | 0.07% | 77 |
|
|
2023
Q4 | $289K | Sell |
1,697
-629
| -27% | -$107K | 0.06% | 80 |
|
|
2023
Q3 | $337K | Hold |
2,326
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $338K | Hold |
2,326
| – | – | 0.07% | 81 |
|
|
2023
Q1 | $303K | Sell |
2,326
-4
| -0.2% | -$521 | 0.06% | 80 |
|
|
2022
Q4 | $312K | Buy |
+2,330
| New | +$312K | 0.07% | 78 |
|
|
2022
Q3 | – | Sell |
-5,147
| Closed | -$580K | – | 94 |
|
|
2022
Q2 | $580K | Buy |
5,147
+3,446
| +203% | +$388K | 0.13% | 51 |
|
|
2022
Q1 | $232K | Sell |
1,701
-5,588
| -77% | -$762K | 0.05% | 88 |
|
|
2021
Q4 | $1.15M | Sell |
7,289
-4,188
| -36% | -$663K | 0.2% | 36 |
|
|
2021
Q3 | $1.88M | Sell |
11,477
-563
| -5% | -$92.2K | 0.34% | 28 |
|
|
2021
Q2 | $1.87M | Buy |
12,040
+4,717
| +64% | +$734K | 0.33% | 31 |
|
|
2021
Q1 | $1.12M | Hold |
7,323
| – | – | 0.22% | 35 |
|
|
2020
Q4 | $931K | Sell |
7,323
-2
| -0% | -$254 | 0.19% | 38 |
|
|
2020
Q3 | $705K | Sell |
7,325
-177
| -2% | -$17K | 0.17% | 44 |
|
|
2020
Q2 | $706K | Sell |
7,502
-67
| -0.9% | -$6.31K | 0.18% | 42 |
|
|
2020
Q1 | $681K | Sell |
7,569
-181
| -2% | -$16.3K | 0.22% | 34 |
|
|
2019
Q4 | $1.08M | Buy |
7,750
+5,959
| +333% | +$830K | 0.3% | 24 |
|
|
2019
Q3 | $211K | Hold |
1,791
| – | – | 0.06% | 87 |
|
|
2019
Q2 | $200K | Sell |
1,791
-528
| -23% | -$59K | 0.06% | 91 |
|
|
2019
Q1 | $235K | Hold |
2,319
| – | – | 0.09% | 81 |
|
|
2018
Q4 | $226K | Sell |
2,319
-176
| -7% | -$17.2K | 0.09% | 74 |
|
|
2018
Q3 | $282K | Buy |
2,495
+805
| +48% | +$91K | 0.1% | 70 |
|
|
2018
Q2 | $176K | Sell |
1,690
-634
| -27% | -$66K | 0.07% | 90 |
|
|
2018
Q1 | $256K | Buy |
2,324
+100
| +4% | +$11K | 0.1% | 72 |
|
|
2017
Q4 | $238K | Buy |
2,224
+634
| +40% | +$67.8K | 0.09% | 74 |
|
|
2017
Q3 | $152K | Sell |
1,590
-1,646
| -51% | -$157K | 0.07% | 92 |
|
|
2017
Q2 | $296K | Buy |
3,236
+1,800
| +125% | +$165K | 0.15% | 48 |
|
|
2017
Q1 | $126K | Hold |
1,436
| – | – | 0.07% | 86 |
|
|
2016
Q4 | $124K | Buy |
1,436
+3
| +0.2% | +$259 | 0.07% | 68 |
|
|
2016
Q3 | $95K | Buy |
1,433
+22
| +2% | +$1.46K | 0.06% | 76 |
|
|
2016
Q2 | $88K | Sell |
1,411
-6
| -0.4% | -$374 | 0.06% | 77 |
|
|
2016
Q1 | $84K | Buy |
1,417
+34
| +2% | +$2.02K | 0.06% | 80 |
|
|
2015
Q4 | $91K | Buy |
1,383
+30
| +2% | +$1.97K | 0.07% | 67 |
|
|
2015
Q3 | $82K | Buy |
1,353
+11
| +0.8% | +$667 | 0.08% | 76 |
|
|
2015
Q2 | $91K | Hold |
1,342
| – | – | 0.08% | 70 |
|
|
2015
Q1 | $81K | Sell |
1,342
-6
| -0.4% | -$362 | 0.07% | 72 |
|
|
2014
Q4 | $84K | Sell |
1,348
-37
| -3% | -$2.31K | 0.08% | 71 |
|
|
2014
Q3 | $83K | Buy |
1,385
+96
| +7% | +$5.75K | 0.07% | 82 |
|
|
2014
Q2 | $74K | Sell |
1,289
-137
| -10% | -$7.87K | 0.07% | 84 |
|
|
2014
Q1 | $86K | Sell |
1,426
-2,575
| -64% | -$155K | 0.08% | 86 |
|
|
2013
Q4 | $234K | Buy |
+4,001
| New | +$234K | 0.2% | 50 |
|