Wright Investors Service’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 | $8.33M | Buy |
28,741
+49
| +0.2% | +$14.2K | 2.52% | 8 |
|
|
2025
Q1 | $7.04M | Sell |
28,692
-1,249
| -4% | -$306K | 2.33% | 9 |
|
|
2024
Q4 | $7.18M | Sell |
29,941
-5,888
| -16% | -$1.41M | 2.33% | 7 |
|
|
2024
Q3 | $7.55M | Sell |
35,829
-8,536
| -19% | -$1.8M | 1.98% | 11 |
|
|
2024
Q2 | $8.97M | Sell |
44,365
-4,682
| -10% | -$947K | 2.36% | 6 |
|
|
2024
Q1 | $9.82M | Sell |
49,047
-995
| -2% | -$199K | 2.49% | 7 |
|
|
2023
Q4 | $8.51M | Sell |
50,042
-4,483
| -8% | -$763K | 2.4% | 6 |
|
|
2023
Q3 | $7.91M | Sell |
54,525
-785
| -1% | -$114K | 2.29% | 8 |
|
|
2023
Q2 | $8.04M | Sell |
55,310
-3,367
| -6% | -$490K | 2.27% | 6 |
|
|
2023
Q1 | $7.65M | Buy |
58,677
+3,814
| +7% | +$497K | 2.17% | 5 |
|
|
2022
Q4 | $7.36M | Buy |
54,863
+6,872
| +14% | +$922K | 2.11% | 6 |
|
|
2022
Q3 | $5.02M | Sell |
47,991
-4,503
| -9% | -$471K | 1.58% | 11 |
|
|
2022
Q2 | $5.91M | Sell |
52,494
-12,899
| -20% | -$1.45M | 1.69% | 11 |
|
|
2022
Q1 | $8.92M | Buy |
65,393
+1,810
| +3% | +$247K | 2.22% | 6 |
|
|
2021
Q4 | $10.1M | Buy |
63,583
+7,906
| +14% | +$1.25M | 2.55% | 3 |
|
|
2021
Q3 | $9.11M | Buy |
55,677
+2,221
| +4% | +$364K | 2.59% | 6 |
|
|
2021
Q2 | $8.32M | Buy |
53,456
+4,095
| +8% | +$637K | 2.26% | 6 |
|
|
2021
Q1 | $7.51M | Sell |
49,361
-6,804
| -12% | -$1.04M | 2.28% | 5 |
|
|
2020
Q4 | $7.14M | Sell |
56,165
-1,364
| -2% | -$173K | 2.45% | 5 |
|
|
2020
Q3 | $5.54M | Sell |
57,529
-1,104
| -2% | -$106K | 1.97% | 9 |
|
|
2020
Q2 | $5.52M | Buy |
58,633
+971
| +2% | +$91.3K | 2.12% | 7 |
|
|
2020
Q1 | $5.19M | Buy |
57,662
+735
| +1% | +$66.2K | 2.24% | 8 |
|
|
2019
Q4 | $7.94M | Sell |
56,927
-147
| -0.3% | -$20.5K | 2.72% | 4 |
|
|
2019
Q3 | $6.72M | Buy |
57,074
+5,203
| +10% | +$612K | 2.41% | 7 |
|
|
2019
Q2 | $5.8M | Sell |
51,871
-9,765
| -16% | -$1.09M | 2.21% | 9 |
|
|
2019
Q1 | $6.24M | Sell |
61,636
-3,808
| -6% | -$386K | 2.52% | 6 |
|
|
2018
Q4 | $6.39M | Buy |
65,444
+1,003
| +2% | +$97.9K | 2.74% | 5 |
|
|
2018
Q3 | $7.27M | Buy |
64,441
+1,333
| +2% | +$150K | 2.66% | 5 |
|
|
2018
Q2 | $6.58M | Sell |
63,108
-8,164
| -11% | -$851K | 2.61% | 5 |
|
|
2018
Q1 | $7.84M | Buy |
71,272
+5,969
| +9% | +$656K | 2.7% | 4 |
|
|
2017
Q4 | $6.98M | Buy |
65,303
+7,197
| +12% | +$770K | 2.34% | 5 |
|
|
2017
Q3 | $5.55M | Sell |
58,106
-24
| -0% | -$2.29K | 2.02% | 6 |
|
|
2017
Q2 | $5.31M | Buy |
58,130
+10,520
| +22% | +$962K | 2.01% | 6 |
|
|
2017
Q1 | $4.18M | Buy |
47,610
+3,585
| +8% | +$315K | 1.69% | 7 |
|
|
2016
Q4 | $3.8M | Buy |
44,025
+17,187
| +64% | +$1.48M | 1.65% | 6 |
|
|
2016
Q3 | $1.79M | Sell |
26,838
-72
| -0.3% | -$4.79K | 0.75% | 47 |
|
|
2016
Q2 | $1.67M | Sell |
26,910
-143
| -0.5% | -$8.89K | 0.69% | 50 |
|
|
2016
Q1 | $1.6M | Sell |
27,053
-11,605
| -30% | -$687K | 0.63% | 48 |
|
|
2015
Q4 | $2.55M | Buy |
38,658
+7,414
| +24% | +$490K | 0.94% | 22 |
|
|
2015
Q3 | $1.91M | Buy |
31,244
+411
| +1% | +$25.1K | 0.86% | 27 |
|
|
2015
Q2 | $2.09M | Buy |
30,833
+420
| +1% | +$28.5K | 1% | 23 |
|
|
2015
Q1 | $1.84M | Sell |
30,413
-781
| -3% | -$47.3K | 0.89% | 30 |
|
|
2014
Q4 | $1.95M | Sell |
31,194
-3,503
| -10% | -$219K | 0.96% | 25 |
|
|
2014
Q3 | $2.09M | Buy |
34,697
+108
| +0.3% | +$6.51K | 1.03% | 29 |
|
|
2014
Q2 | $1.99M | Sell |
34,589
-7,158
| -17% | -$412K | 0.9% | 29 |
|
|
2014
Q1 | $2.53M | Sell |
41,747
-1,417
| -3% | -$86K | 1.14% | 17 |
|
|
2013
Q4 | $2.52M | Sell |
43,164
-1,030
| -2% | -$60.2K | 1.11% | 21 |
|
|
2013
Q3 | $2.28M | Sell |
44,194
-1,243
| -3% | -$64.2K | 1.03% | 25 |
|
|
2013
Q2 | $2.4M | Buy |
+45,437
| New | +$2.4M | 1.13% | 20 |
|