YHB Investment Advisors’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 | $14.4M | Buy |
49,664
+1,350
| +3% | +$391K | 1.11% | 21 |
|
|
2025
Q1 | $11.9M | Buy |
48,314
+459
| +1% | +$113K | 0.99% | 25 |
|
|
2024
Q4 | $11.5M | Buy |
47,855
+4,679
| +11% | +$1.12M | 0.94% | 26 |
|
|
2024
Q3 | $9.1M | Buy |
43,176
+1,505
| +4% | +$317K | 0.75% | 33 |
|
|
2024
Q2 | $8.43M | Buy |
41,671
+2,439
| +6% | +$493K | 0.73% | 34 |
|
|
2024
Q1 | $7.86M | Buy |
39,232
+1,598
| +4% | +$320K | 0.7% | 40 |
|
|
2023
Q4 | $6.4M | Buy |
37,634
+508
| +1% | +$86.4K | 0.62% | 41 |
|
|
2023
Q3 | $5.38M | Buy |
37,126
+10,337
| +39% | +$1.5M | 0.5% | 57 |
|
|
2023
Q2 | $3.9M | Buy |
26,789
+931
| +4% | +$135K | 0.36% | 76 |
|
|
2023
Q1 | $3.37M | Buy |
25,858
+3,508
| +16% | +$457K | 0.34% | 81 |
|
|
2022
Q4 | $3M | Buy |
22,350
+434
| +2% | +$58.2K | 0.32% | 85 |
|
|
2022
Q3 | $2.29M | Buy |
21,916
+195
| +0.9% | +$20.4K | 0.25% | 95 |
|
|
2022
Q2 | $2.45M | Buy |
21,721
+376
| +2% | +$42.3K | 0.26% | 98 |
|
|
2022
Q1 | $2.91M | Buy |
21,345
+794
| +4% | +$108K | 0.26% | 98 |
|
|
2021
Q4 | $3.25M | Buy |
20,551
+634
| +3% | +$100K | 0.26% | 92 |
|
|
2021
Q3 | $3.26M | Buy |
19,917
+931
| +5% | +$152K | 0.28% | 94 |
|
|
2021
Q2 | $2.95M | Buy |
18,986
+379
| +2% | +$58.9K | 0.25% | 103 |
|
|
2021
Q1 | $2.85M | Sell |
18,607
-1,262
| -6% | -$193K | 0.25% | 104 |
|
|
2020
Q4 | $2.53M | Buy |
19,869
+400
| +2% | +$50.8K | 0.24% | 101 |
|
|
2020
Q3 | $1.87M | Buy |
19,469
+394
| +2% | +$37.9K | 0.2% | 109 |
|
|
2020
Q2 | $1.79M | Buy |
19,075
+633
| +3% | +$59.5K | 0.26% | 82 |
|
|
2020
Q1 | $1.66M | Buy |
18,442
+191
| +1% | +$17.2K | 0.29% | 82 |
|
|
2019
Q4 | $2.54M | Buy |
18,251
+1,307
| +8% | +$182K | 0.36% | 75 |
|
|
2019
Q3 | $1.99M | Buy |
16,944
+257
| +2% | +$30.2K | 0.3% | 83 |
|
|
2019
Q2 | $1.87M | Sell |
16,687
-698
| -4% | -$78.1K | 0.3% | 88 |
|
|
2019
Q1 | $1.76M | Buy |
17,385
+314
| +2% | +$31.8K | 0.28% | 93 |
|
|
2018
Q4 | $1.67M | Sell |
17,071
-25,551
| -60% | -$2.49M | 0.3% | 86 |
|
|
2018
Q3 | $4.81M | Sell |
42,622
-875
| -2% | -$98.7K | 0.73% | 42 |
|
|
2018
Q2 | $4.53M | Buy |
43,497
+5
| +0% | +$521 | 0.74% | 43 |
|
|
2018
Q1 | $4.78M | Sell |
43,492
-5,925
| -12% | -$652K | 0.81% | 37 |
|
|
2017
Q4 | $5.29M | Sell |
49,417
-144
| -0.3% | -$15.4K | 0.9% | 32 |
|
|
2017
Q3 | $4.73M | Buy |
49,561
+7,301
| +17% | +$697K | 0.85% | 38 |
|
|
2017
Q2 | $3.86M | Sell |
42,260
-14,570
| -26% | -$1.33M | 0.66% | 46 |
|
|
2017
Q1 | $4.94M | Buy |
56,830
+1,208
| +2% | +$105K | 0.95% | 34 |
|
|
2016
Q4 | $4.8M | Buy |
55,622
+8,724
| +19% | +$753K | 1% | 35 |
|
|
2016
Q3 | $3.12M | Sell |
46,898
-5,727
| -11% | -$381K | 0.75% | 47 |
|
|
2016
Q2 | $3.27M | Buy |
52,625
+18,763
| +55% | +$1.17M | 0.72% | 49 |
|
|
2016
Q1 | $2.01M | Sell |
33,862
-16,000
| -32% | -$947K | 0.54% | 57 |
|
|
2015
Q4 | $3.29M | Buy |
49,862
+1,416
| +3% | +$93.5K | 0.75% | 42 |
|
|
2015
Q3 | $2.95M | Buy |
48,446
+250
| +0.5% | +$15.2K | 0.7% | 47 |
|
|
2015
Q2 | $3.27M | Buy |
48,196
+9,950
| +26% | +$674K | 0.71% | 48 |
|
|
2015
Q1 | $2.32M | Buy |
38,246
+11,715
| +44% | +$710K | 0.52% | 63 |
|
|
2014
Q4 | $1.66M | Buy |
26,531
+17,730
| +201% | +$1.11M | 0.38% | 80 |
|
|
2014
Q3 | $530K | Buy |
8,801
+1,150
| +15% | +$69.3K | 0.13% | 117 |
|
|
2014
Q2 | $441K | Sell |
7,651
-1,165
| -13% | -$67.2K | 0.11% | 123 |
|
|
2014
Q1 | $535K | Buy |
8,816
+1,265
| +17% | +$76.8K | 0.14% | 114 |
|
|
2013
Q4 | $442K | Sell |
7,551
-3,671
| -33% | -$215K | 0.12% | 120 |
|
|
2013
Q3 | $580K | Sell |
11,222
-50
| -0.4% | -$2.58K | 0.17% | 105 |
|
|
2013
Q2 | $595K | Buy |
+11,272
| New | +$595K | 0.19% | 109 |
|