Uncommon Cents Investing’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 | $7.57M | Buy |
26,128
+287
| +1% | +$83.2K | 2.03% | 6 |
|
|
2025
Q1 | $6.34M | Sell |
25,841
-314
| -1% | -$77K | 1.86% | 7 |
|
|
2024
Q4 | $6.27M | Sell |
26,155
-675
| -3% | -$162K | 1.87% | 6 |
|
|
2024
Q3 | $5.66M | Buy |
26,830
+90
| +0.3% | +$19K | 1.59% | 10 |
|
|
2024
Q2 | $5.41M | Sell |
26,740
-53
| -0.2% | -$10.7K | 1.7% | 10 |
|
|
2024
Q1 | $5.37M | Sell |
26,793
-147
| -0.5% | -$29.4K | 1.64% | 12 |
|
|
2023
Q4 | $4.58M | Buy |
26,940
+655
| +2% | +$111K | 1.52% | 14 |
|
|
2023
Q3 | $3.81M | Buy |
26,285
+570
| +2% | +$82.7K | 1.4% | 18 |
|
|
2023
Q2 | $3.74M | Buy |
25,715
+465
| +2% | +$67.6K | 1.32% | 20 |
|
|
2023
Q1 | $3.29M | Buy |
25,250
+225
| +0.9% | +$29.3K | 1.2% | 23 |
|
|
2022
Q4 | $3.36M | Buy |
25,025
+305
| +1% | +$40.9K | 1.24% | 21 |
|
|
2022
Q3 | $2.58M | Buy |
24,720
+5,125
| +26% | +$536K | 1.08% | 27 |
|
|
2022
Q2 | $2.21M | Buy |
19,595
+5,970
| +44% | +$672K | 0.88% | 36 |
|
|
2022
Q1 | $1.86M | Buy |
13,625
+3,548
| +35% | +$484K | 0.67% | 48 |
|
|
2021
Q4 | $1.6M | Buy |
10,077
+155
| +2% | +$24.5K | 0.6% | 50 |
|
|
2021
Q3 | $1.62M | Buy |
9,922
+350
| +4% | +$57.3K | 0.66% | 47 |
|
|
2021
Q2 | $1.49M | Buy |
9,572
+120
| +1% | +$18.7K | 0.6% | 53 |
|
|
2021
Q1 | $1.44M | Sell |
9,452
-695
| -7% | -$106K | 0.62% | 51 |
|
|
2020
Q4 | $1.29M | Buy |
10,147
+3,320
| +49% | +$422K | 0.58% | 51 |
|
|
2020
Q3 | $657K | Buy |
6,827
+1,485
| +28% | +$143K | 0.34% | 73 |
|
|
2020
Q2 | $502K | Buy |
5,342
+1,075
| +25% | +$101K | 0.28% | 77 |
|
|
2020
Q1 | $384K | Buy |
4,267
+1,407
| +49% | +$127K | 0.24% | 78 |
|
|
2019
Q4 | $399K | Hold |
2,860
| – | – | 0.2% | 76 |
|
|
2019
Q3 | $337K | Hold |
2,860
| – | – | 0.22% | 70 |
|
|
2019
Q2 | $320K | Hold |
2,860
| – | – | 0.21% | 70 |
|
|
2019
Q1 | $290K | Hold |
2,860
| – | – | 0.19% | 72 |
|
|
2018
Q4 | $279K | Hold |
2,860
| – | – | 0.21% | 69 |
|
|
2018
Q3 | $323K | Hold |
2,860
| – | – | 0.2% | 69 |
|
|
2018
Q2 | $298K | Hold |
2,860
| – | – | 0.19% | 72 |
|
|
2018
Q1 | $315K | Sell |
2,860
-40
| -1% | -$4.41K | 0.22% | 69 |
|
|
2017
Q4 | $310K | Buy |
+2,900
| New | +$310K | 0.22% | 67 |
|