The Family Firm’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 | – | Sell |
-4,648
| Closed | -$1.14M | – | 146 |
|
|
2025
Q1 | $1.14M | Buy |
4,648
+10
| +0.2% | +$2.45K | 0.25% | 75 |
|
|
2024
Q4 | $1.11M | Buy |
4,638
+12
| +0.3% | +$2.88K | 0.25% | 77 |
|
|
2024
Q3 | $975K | Buy |
4,626
+12
| +0.3% | +$2.53K | 0.21% | 80 |
|
|
2024
Q2 | $933K | Buy |
4,614
+12
| +0.3% | +$2.43K | 0.21% | 78 |
|
|
2024
Q1 | $922K | Buy |
4,602
+215
| +5% | +$43.1K | 0.22% | 79 |
|
|
2023
Q4 | $746K | Buy |
4,387
+21
| +0.5% | +$3.57K | 0.19% | 86 |
|
|
2023
Q3 | $633K | Buy |
4,366
+17
| +0.4% | +$2.47K | 0.18% | 90 |
|
|
2023
Q2 | $632K | Buy |
4,349
+19
| +0.4% | +$2.76K | 0.17% | 91 |
|
|
2023
Q1 | $564K | Buy |
4,330
+40
| +0.9% | +$5.21K | 0.16% | 96 |
|
|
2022
Q4 | $575K | Buy |
4,290
+750
| +21% | +$101K | 0.17% | 95 |
|
|
2022
Q3 | $370K | Buy |
3,540
+23
| +0.7% | +$2.4K | 0.12% | 108 |
|
|
2022
Q2 | $396K | Buy |
3,517
+21
| +0.6% | +$2.37K | 0.12% | 112 |
|
|
2022
Q1 | $477K | Buy |
3,496
+17
| +0.5% | +$2.32K | 0.13% | 100 |
|
|
2021
Q4 | $551K | Sell |
3,479
-116
| -3% | -$18.4K | 0.14% | 94 |
|
|
2021
Q3 | $614K | Buy |
3,595
+15
| +0.4% | +$2.56K | 0.16% | 88 |
|
|
2021
Q2 | $557K | Sell |
3,580
-63
| -2% | -$9.8K | 0.15% | 95 |
|
|
2021
Q1 | $555K | Buy |
3,643
+17
| +0.5% | +$2.59K | 0.16% | 93 |
|
|
2020
Q4 | $503K | Buy |
3,626
+124
| +4% | +$17.2K | 0.15% | 96 |
|
|
2020
Q3 | $337K | Sell |
3,502
-486
| -12% | -$46.8K | 0.12% | 110 |
|
|
2020
Q2 | $375K | Sell |
3,988
-2,318
| -37% | -$218K | 0.14% | 100 |
|
|
2020
Q1 | $568K | Buy |
6,306
+11
| +0.2% | +$991 | 0.24% | 66 |
|
|
2019
Q4 | $878K | Sell |
6,295
-175
| -3% | -$24.4K | 0.3% | 59 |
|
|
2019
Q3 | $761K | Buy |
6,470
+11
| +0.2% | +$1.29K | 0.27% | 62 |
|
|
2019
Q2 | $722K | Buy |
6,459
+2,049
| +46% | +$229K | 0.26% | 64 |
|
|
2019
Q1 | $446K | Buy |
4,410
+779
| +21% | +$78.8K | 0.16% | 80 |
|
|
2018
Q4 | $354K | Buy |
3,631
+13
| +0.4% | +$1.27K | 0.14% | 91 |
|
|
2018
Q3 | $408K | Buy |
3,618
+142
| +4% | +$16K | 0.15% | 87 |
|
|
2018
Q2 | $362K | Buy |
3,476
+194
| +6% | +$20.2K | 0.14% | 93 |
|
|
2018
Q1 | $361K | Sell |
3,282
-705
| -18% | -$77.5K | 0.14% | 93 |
|
|
2017
Q4 | $426K | Sell |
3,987
-281
| -7% | -$30K | 0.17% | 79 |
|
|
2017
Q3 | $408K | Buy |
4,268
+9
| +0.2% | +$860 | 0.17% | 82 |
|
|
2017
Q2 | $389K | Buy |
4,259
+730
| +21% | +$66.7K | 0.17% | 81 |
|
|
2017
Q1 | $310K | Buy |
3,529
+86
| +2% | +$7.56K | 0.15% | 82 |
|
|
2016
Q4 | $297K | Sell |
3,443
-58
| -2% | -$5K | 0.14% | 86 |
|
|
2016
Q3 | $233K | Buy |
3,501
+12
| +0.3% | +$799 | 0.11% | 104 |
|
|
2016
Q2 | $217K | Buy |
3,489
+11
| +0.3% | +$684 | 0.11% | 98 |
|
|
2016
Q1 | $206K | Sell |
3,478
-255
| -7% | -$15.1K | 0.1% | 102 |
|
|
2015
Q4 | $247K | Sell |
3,733
-65
| -2% | -$4.3K | 0.13% | 89 |
|
|
2015
Q3 | $232K | Buy |
3,798
+428
| +13% | +$26.1K | 0.13% | 88 |
|
|
2015
Q2 | $228K | Buy |
+3,370
| New | +$228K | 0.12% | 92 |
|
|
2015
Q1 | – | Sell |
-3,199
| Closed | -$200K | – | 112 |
|
|
2014
Q4 | $200K | Buy |
+3,199
| New | +$200K | 0.1% | 107 |
|