Townsend & Associates’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 | $491K | Sell |
1,643
-8,446
| -84% | -$2.52M | 0.05% | 79 |
|
|
2025
Q1 | $2.31M | Sell |
10,089
-5,209
| -34% | -$1.19M | 0.24% | 49 |
|
|
2024
Q4 | $4.02M | Sell |
15,298
-358
| -2% | -$94.2K | 0.41% | 43 |
|
|
2024
Q3 | $3.5M | Buy |
15,656
+167
| +1% | +$37.3K | 0.36% | 44 |
|
|
2024
Q2 | $3.29M | Sell |
15,489
-406
| -3% | -$86.2K | 0.36% | 41 |
|
|
2024
Q1 | $3.05M | Sell |
15,895
-484
| -3% | -$93K | 0.36% | 43 |
|
|
2023
Q4 | $2.79M | Buy |
16,379
+20
| +0.1% | +$3.41K | 0.35% | 43 |
|
|
2023
Q3 | $2.22M | Sell |
16,359
-3,369
| -17% | -$457K | 0.47% | 43 |
|
|
2023
Q2 | $3.09M | Sell |
19,728
-338
| -2% | -$53K | 0.8% | 43 |
|
|
2023
Q1 | $2.77M | Buy |
20,066
+1,937
| +11% | +$268K | 1.11% | 32 |
|
|
2022
Q4 | $2.58M | Buy |
18,129
+2,773
| +18% | +$395K | 1.28% | 31 |
|
|
2022
Q3 | $2.02M | Buy |
15,356
+2,732
| +22% | +$359K | 0.93% | 35 |
|
|
2022
Q2 | $1.43M | Buy |
12,624
+1,108
| +10% | +$125K | 0.66% | 54 |
|
|
2022
Q1 | $1.54M | Buy |
11,516
+1,111
| +11% | +$148K | 0.71% | 56 |
|
|
2021
Q4 | $1.64M | Buy |
10,405
+161
| +2% | +$25.4K | 0.9% | 49 |
|
|
2021
Q3 | $1.71M | Buy |
10,244
+20
| +0.2% | +$3.33K | 0.84% | 41 |
|
|
2021
Q2 | $1.62M | Buy |
10,224
+205
| +2% | +$32.4K | 0.94% | 42 |
|
|
2021
Q1 | $1.53M | Buy |
+10,019
| New | +$1.53M | 0.99% | 42 |
|