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Thomas Story & Son’s JPMorgan Chase JPM Stock Holding History

Thomas Story & Son’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.14M Hold
3,940
– – 0.44% 34
2025
Q1 		$966K Hold
3,940
– – 0.38% 34
2024
Q4 		$944K Hold
3,940
– – 0.4% 34
2024
Q3 		$831K Hold
3,940
– – 0.34% 36
2024
Q2 		$797K Hold
3,940
– – 0.34% 38
2024
Q1 		$789K Hold
3,940
– – 0.33% 37
2023
Q4 		$670K Hold
3,940
– – 0.31% 39
2023
Q3 		$571K Buy
3,940
+58
+1% +$8.41K 0.28% 42
2023
Q2 		$565K Sell
3,882
-83
-2% -$12.1K 0.26% 42
2023
Q1 		$517K Hold
3,965
– – 0.25% 40
2022
Q4 		$532K Buy
3,965
+41
+1% +$5.5K 0.27% 40
2022
Q3 		$410K Hold
3,924
– – 0.22% 43
2022
Q2 		$442K Hold
3,924
– – 0.21% 44
2022
Q1 		$535K Hold
3,924
– – 0.21% 44
2021
Q4 		$621K Hold
3,924
– – 0.24% 43
2021
Q3 		$642K Hold
3,924
– – 0.26% 44
2021
Q2 		$610K Hold
3,924
– – 0.23% 46
2021
Q1 		$597K Buy
3,924
+42
+1% +$6.39K 0.23% 45
2020
Q4 		$493K Hold
3,882
– – 0.2% 45
2020
Q3 		$374K Hold
3,882
– – 0.17% 47
2020
Q2 		$365K Hold
3,882
– – 0.17% 46
2020
Q1 		$349K Hold
3,882
– – 0.2% 45
2019
Q4 		$541K Hold
3,882
– – 0.27% 39
2019
Q3 		$457K Hold
3,882
– – 0.24% 43
2019
Q2 		$434K Buy
3,882
+1,200
+45% +$134K 0.22% 42
2019
Q1 		$271K Hold
2,682
– – 0.14% 46
2018
Q4 		$262K Hold
2,682
– – 0.16% 46
2018
Q3 		$303K Hold
2,682
– – 0.16% 46
2018
Q2 		$279K Hold
2,682
– – 0.16% 46
2018
Q1 		$295K Hold
2,682
– – 0.17% 46
2017
Q4 		$287K Hold
2,682
– – 0.16% 47
2017
Q3 		$256K Hold
2,682
– – 0.14% 48
2017
Q2 		$245K Hold
2,682
– – 0.15% 48
2017
Q1 		$236K Sell
2,682
-100
-4% -$8.8K 0.13% 48
2016
Q4 		$240K Buy
+2,782
New +$240K 0.14% 46
2014
Q1 		– Sell
-3,589
Closed -$210K – 63
2013
Q4 		$210K Buy
+3,589
New +$210K 0.12% 62
2013
Q3 		– Sell
-3,889
Closed -$205K – 62
2013
Q2 		$205K Buy
+3,889
New +$205K 0.13% 63