Verity & Verity’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 | $36M | Sell |
124,040
-2,051
| -2% | -$595K | 3.09% | 3 |
|
|
2025
Q1 | $30.9M | Buy |
126,091
+524
| +0.4% | +$129K | 2.72% | 6 |
|
|
2024
Q4 | $30.1M | Buy |
125,567
+11,927
| +10% | +$2.86M | 2.75% | 7 |
|
|
2024
Q3 | $24M | Sell |
113,640
-1,285
| -1% | -$271K | 2.35% | 10 |
|
|
2024
Q2 | $23.2M | Buy |
114,925
+2,072
| +2% | +$419K | 2.53% | 10 |
|
|
2024
Q1 | $22.6M | Sell |
112,853
-33,785
| -23% | -$6.77M | 2.52% | 8 |
|
|
2023
Q4 | $24.9M | Buy |
146,638
+705
| +0.5% | +$120K | 2.86% | 7 |
|
|
2023
Q3 | $21.2M | Sell |
145,933
-37,957
| -21% | -$5.5M | 2.65% | 9 |
|
|
2023
Q2 | $26.7M | Buy |
183,890
+5,925
| +3% | +$862K | 3.28% | 4 |
|
|
2023
Q1 | $23.2M | Buy |
177,965
+5,437
| +3% | +$708K | 2.96% | 4 |
|
|
2022
Q4 | $23.1M | Buy |
172,528
+10,705
| +7% | +$1.44M | 3.02% | 3 |
|
|
2022
Q3 | $16.9M | Buy |
161,823
+4,686
| +3% | +$490K | 2.72% | 4 |
|
|
2022
Q2 | $17.7M | Buy |
157,137
+21,518
| +16% | +$2.42M | 2.71% | 5 |
|
|
2022
Q1 | $18.5M | Buy |
135,619
+8,287
| +7% | +$1.13M | 2.56% | 7 |
|
|
2021
Q4 | $20.2M | Sell |
127,332
-45
| -0% | -$7.13K | 2.88% | 3 |
|
|
2021
Q3 | $21.7M | Buy |
127,377
+154
| +0.1% | +$26.3K | 3.25% | 3 |
|
|
2021
Q2 | $19.8M | Sell |
127,223
-335
| -0.3% | -$52.1K | 3.13% | 3 |
|
|
2021
Q1 | $18.9M | Buy |
127,558
+3,026
| +2% | +$448K | 3.05% | 4 |
|
|
2020
Q4 | $17.2M | Buy |
124,532
+7,727
| +7% | +$1.07M | 3.25% | 3 |
|
|
2020
Q3 | $11.6M | Buy |
116,805
+4,246
| +4% | +$421K | 2.54% | 6 |
|
|
2020
Q2 | $11M | Buy |
112,559
+7,132
| +7% | +$696K | 2.62% | 6 |
|
|
2020
Q1 | $9.49M | Sell |
105,427
-12,131
| -10% | -$1.09M | 2.67% | 5 |
|
|
2019
Q4 | $16.4M | Buy |
117,558
+5,853
| +5% | +$816K | 3.18% | 3 |
|
|
2019
Q3 | $12.6M | Buy |
111,705
+3,803
| +4% | +$428K | 2.66% | 3 |
|
|
2019
Q2 | $12.1M | Buy |
107,902
+1,502
| +1% | +$168K | 2.62% | 3 |
|
|
2019
Q1 | $10.8M | Buy |
106,400
+3,838
| +4% | +$389K | 2.47% | 6 |
|
|
2018
Q4 | $10M | Buy |
102,562
+1,161
| +1% | +$113K | 2.68% | 4 |
|
|
2018
Q3 | $11.4M | Sell |
101,401
-538
| -0.5% | -$60.7K | 2.76% | 3 |
|
|
2018
Q2 | $10.6M | Buy |
101,939
+107
| +0.1% | +$11.1K | 2.76% | 3 |
|
|
2018
Q1 | $11.2M | Buy |
101,832
+2,255
| +2% | +$248K | 3.01% | 2 |
|
|
2017
Q4 | $10.6M | Buy |
99,577
+312
| +0.3% | +$33.4K | 2.86% | 3 |
|
|
2017
Q3 | $9.48M | Buy |
99,265
+719
| +0.7% | +$68.7K | 2.76% | 3 |
|
|
2017
Q2 | $9.01M | Buy |
98,546
+377
| +0.4% | +$34.5K | 2.76% | 2 |
|
|
2017
Q1 | $8.62M | Buy |
98,169
+1,972
| +2% | +$173K | 2.68% | 4 |
|
|
2016
Q4 | $8.3M | Sell |
96,197
-797
| -0.8% | -$68.8K | 2.88% | 1 |
|
|
2016
Q3 | $6.46M | Buy |
96,994
+26,100
| +37% | +$1.74M | 2.37% | 9 |
|
|
2016
Q2 | $4.41M | Sell |
70,894
-1,197
| -2% | -$74.4K | 1.69% | 28 |
|
|
2016
Q1 | $4.27M | Sell |
72,091
-1,832
| -2% | -$108K | 1.81% | 27 |
|
|
2015
Q4 | $4.88M | Sell |
73,923
-1,081
| -1% | -$71.4K | 2.21% | 7 |
|
|
2015
Q3 | $4.57M | Sell |
75,004
-2,566
| -3% | -$156K | 2.24% | 7 |
|
|
2015
Q2 | $5.26M | Sell |
77,570
-1,581
| -2% | -$107K | 2.54% | 2 |
|
|
2015
Q1 | $4.8M | Sell |
79,151
-559
| -0.7% | -$33.9K | 2.2% | 5 |
|
|
2014
Q4 | $4.99M | Buy |
+79,710
| New | +$4.99M | 2.37% | 3 |
|