Toth Financial Advisory’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 | $518K | Buy |
1,787
+72
| +4% | +$20.9K | 0.06% | 158 |
|
|
2025
Q1 | $421K | Hold |
1,715
| – | – | 0.05% | 165 |
|
|
2024
Q4 | $411K | Hold |
1,715
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $362K | Sell |
1,715
-53
| -3% | -$11.2K | 0.04% | 181 |
|
|
2024
Q2 | $358K | Buy |
1,768
+149
| +9% | +$30.1K | 0.05% | 172 |
|
|
2024
Q1 | $324K | Buy |
1,619
+52
| +3% | +$10.4K | 0.04% | 182 |
|
|
2023
Q4 | $267K | Hold |
1,567
| – | – | 0.04% | 197 |
|
|
2023
Q3 | $227K | Buy |
1,567
+57
| +4% | +$8.27K | 0.03% | 187 |
|
|
2023
Q2 | $220K | Sell |
1,510
-44
| -3% | -$6.4K | 0.03% | 190 |
|
|
2023
Q1 | $202K | Buy |
1,554
+113
| +8% | +$14.7K | 0.03% | 185 |
|
|
2022
Q4 | $193K | Sell |
1,441
-173
| -11% | -$23.2K | 0.03% | 188 |
|
|
2022
Q3 | $169K | Buy |
1,614
+207
| +15% | +$21.7K | 0.03% | 175 |
|
|
2022
Q2 | $158K | Buy |
1,407
+21
| +2% | +$2.36K | 0.03% | 183 |
|
|
2022
Q1 | $189K | Buy |
1,386
+1
| +0.1% | +$136 | 0.03% | 191 |
|
|
2021
Q4 | $219K | Hold |
1,385
| – | – | 0.03% | 198 |
|
|
2021
Q3 | $227K | Buy |
1,385
+34
| +3% | +$5.57K | 0.03% | 190 |
|
|
2021
Q2 | $210K | Buy |
1,351
+1
| +0.1% | +$155 | 0.03% | 175 |
|
|
2021
Q1 | $206K | Buy |
1,350
+108
| +9% | +$16.5K | 0.03% | 199 |
|
|
2020
Q4 | $158K | Buy |
1,242
+1
| +0.1% | +$127 | 0.03% | 192 |
|
|
2020
Q3 | $119K | Sell |
1,241
-32
| -3% | -$3.07K | 0.02% | 203 |
|
|
2020
Q2 | $120K | Sell |
1,273
-286
| -18% | -$27K | 0.03% | 183 |
|
|
2020
Q1 | $140K | Buy |
1,559
+1
| +0.1% | +$90 | 0.04% | 131 |
|
|
2019
Q4 | $217K | Sell |
1,558
-467
| -23% | -$65K | 0.04% | 160 |
|
|
2019
Q3 | $238K | Sell |
2,025
-85
| -4% | -$9.99K | 0.05% | 166 |
|
|
2019
Q2 | $236K | Buy |
2,110
+9
| +0.4% | +$1.01K | 0.05% | 162 |
|
|
2019
Q1 | $213K | Buy |
2,101
+10
| +0.5% | +$1.01K | 0.05% | 153 |
|
|
2018
Q4 | $204K | Buy |
2,091
+10
| +0.5% | +$976 | 0.06% | 127 |
|
|
2018
Q3 | $235K | Sell |
2,081
-54
| -3% | -$6.1K | 0.05% | 145 |
|
|
2018
Q2 | $222K | Sell |
2,135
-293
| -12% | -$30.5K | 0.05% | 144 |
|
|
2018
Q1 | $267K | Buy |
2,428
+7
| +0.3% | +$770 | 0.06% | 141 |
|
|
2017
Q4 | $259K | Buy |
2,421
+327
| +16% | +$35K | 0.06% | 138 |
|
|
2017
Q3 | $200K | Buy |
+2,094
| New | +$200K | 0.05% | 136 |
|