USA Financial Formulas’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 |
-918
| Closed | -$225K | – | 310 |
|
|
2025
Q1 | $225K | Buy |
+918
| New | +$225K | 0.04% | 127 |
|
|
2024
Q4 | – | Sell |
-5,949
| Closed | -$1.25M | – | 332 |
|
|
2024
Q3 | $1.25M | Buy |
5,949
+1,008
| +20% | +$213K | 0.2% | 47 |
|
|
2024
Q2 | $999K | Buy |
4,941
+3,405
| +222% | +$689K | 0.16% | 70 |
|
|
2024
Q1 | $308K | Sell |
1,536
-1,191
| -44% | -$239K | 0.05% | 145 |
|
|
2023
Q4 | $464K | Buy |
2,727
+2,694
| +8,164% | +$458K | 0.08% | 90 |
|
|
2023
Q3 | $4.79K | Hold |
33
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $4.8K | Hold |
33
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $4.3K | Buy |
+33
| New | +$4.3K | 0.01% | 171 |
|
|
2022
Q3 | $4K | Buy |
43
+32
| +291% | +$2.98K | 0.01% | 129 |
|
|
2022
Q2 | $1K | Sell |
11
-28
| -72% | -$2.55K | ﹤0.01% | 274 |
|
|
2022
Q1 | $5K | Sell |
39
-31
| -44% | -$3.97K | 0.01% | 180 |
|
|
2021
Q4 | $11K | Sell |
70
-99
| -59% | -$15.6K | 0.01% | 191 |
|
|
2021
Q3 | $28K | Sell |
169
-10,993
| -98% | -$1.82M | 0.03% | 221 |
|
|
2021
Q2 | $1.74M | Buy |
11,162
+2,567
| +30% | +$399K | 1.45% | 7 |
|
|
2021
Q1 | $1.31M | Buy |
8,595
+8,574
| +40,829% | +$1.3M | 1.06% | 22 |
|
|
2020
Q4 | $3K | Sell |
21
-16
| -43% | -$2.29K | ﹤0.01% | 218 |
|
|
2020
Q3 | $4K | Buy |
37
+25
| +208% | +$2.7K | ﹤0.01% | 184 |
|
|
2020
Q2 | $1K | Sell |
12
-10
| -45% | -$833 | ﹤0.01% | 176 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 176 |
|
|
2018
Q3 | – | Sell |
-58,022
| Closed | -$6.38M | – | 333 |
|
|
2018
Q2 | $6.38M | Sell |
58,022
-315
| -0.5% | -$34.6K | 1.55% | 12 |
|
|
2018
Q1 | $6.42M | Buy |
58,337
+34,782
| +148% | +$3.82M | 1.55% | 12 |
|
|
2017
Q4 | $2.52M | Buy |
+23,555
| New | +$2.52M | 0.6% | 70 |
|
|
2017
Q2 | – | Sell |
-79,744
| Closed | -$7.01M | – | 270 |
|
|
2017
Q1 | $7.01M | Sell |
79,744
-38,494
| -33% | -$3.38M | 1.69% | 17 |
|
|
2016
Q4 | $10.2M | Buy |
+118,238
| New | +$10.2M | 2.54% | 5 |
|