DATAROMA Stock Activity History

Holding/activity history for JPMorgan Chase & Co. (JPM)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Reported Price
2024 Q3	166,791	3.91	Reduce 7.88%	0.33	$210.86
2024 Q2	181,058	4.37	Reduce 1.73%	0.08	$202.26
2024 Q1	184,245	4.41	Reduce 11.51%	0.57	$200.30
2023 Q4	208,218	4.51	Reduce 2.10%	0.10	$170.10
2023 Q3	212,678	4.40	Reduce 1.16%	0.05	$145.02
2023 Q2	215,166	4.31	Add 0.07%	0.00	$145.44
2023 Q1	215,018	4.05	Reduce 1.83%	0.08	$130.31
2022 Q4	219,020	4.40	Reduce 1.02%	0.05	$134.10
2022 Q3	221,278	3.79	Reduce 0.41%	0.02	$104.50
2022 Q2	222,179	3.84	Add 1.74%	0.07	$112.61
2022 Q1	218,372	4.00	Add 1.25%	0.05	$136.32
2021 Q4	215,682	4.44	Add 0.21%	0.01	$158.35
2021 Q3	215,223	4.96	Add 0.34%	0.02	$163.69
2021 Q2	214,493	4.79	Reduce 0.79%	0.04	$155.54
2021 Q1	216,200	4.91	Add 0.42%	0.02	$152.23
2020 Q4	215,300	4.62	Add 0.52%	0.02	$127.07
2020 Q3	214,179	4.01	Reduce 6.74%	0.29	$96.27
2020 Q2	229,650	4.14	Reduce 0.85%	0.04	$94.06
2020 Q1	231,622	4.75	Add 1061.01%	4.34	$90.03
2019 Q4	19,950	4.93	Reduce 12.69%	0.72	$139.40
2019 Q3	22,850	5.11	Reduce 1.08%	0.06	$117.68
2019 Q2	23,100	4.84			$111.82
2019 Q1	23,100	4.48			$101.21
2018 Q4	23,100	4.75	Reduce 1.28%	0.06	$97.62
2018 Q3	23,400	4.56			$112.82
2018 Q2	23,400	4.40			$104.19
2018 Q1	23,400	4.58	Reduce 11.70%	0.61	$109.96
2017 Q4	26,500	4.66	Reduce 9.25%	0.47	$106.94
2017 Q3	29,200	4.71	Reduce 5.81%	0.29	$95.51
2017 Q2	31,000	4.85			$91.39
2017 Q1	31,000	4.67	Reduce 1.59%	0.08	$87.84
2016 Q4	31,500	4.61	Reduce 10.00%	0.51	$86.29
2016 Q3	35,000	4.01	Reduce 2.23%	0.09	$66.60
2016 Q2	35,800	4.04	Reduce 1.65%	0.07	$62.15
2016 Q1	36,400	3.82	Reduce 15.35%	0.69	$59.23
2015 Q4	43,000	4.15			$66.02
2015 Q3	43,000	3.99	Reduce 4.02%	0.17	$60.98
2015 Q2	44,800	4.12	Reduce 2.61%	0.11	$67.77
2015 Q1	46,000	3.74			$60.59
2014 Q4	46,000	3.85	Reduce 4.76%	0.19	$62.59
2014 Q3	48,300	3.91	Reduce 10.72%	0.47	$60.25
2014 Q2	54,100	3.85	Reduce 1.64%	0.06	$57.62
2014 Q1	55,000	4.06	Add 1.85%	0.07	$60.71
2013 Q4	54,000	4.11			$58.48
2013 Q3	54,000	3.96	Add 10.20%	0.37	$51.69
2013 Q2	49,000	4.31			$52.80
2013 Q1	49,000	4.11	Reduce 2.00%	0.08	$47.47
2012 Q4	50,000	4.29	Reduce 17.36%	0.90	$43.96
2012 Q3	60,500	4.23	Reduce 24.38%	1.36	$40.48
2012 Q2	80,000	3.80	Add 5.26%	0.19	$35.73
2012 Q1	76,000	4.15	Reduce 10.59%	0.49	$45.97
2011 Q4	85,000	3.72			$33.25
2011 Q3	85,000	3.45	Add 6.25%	0.20	$30.12
2011 Q2	80,000	3.37	Reduce 1.23%	0.04	$40.94
2011 Q1	81,000	3.45			$46.10
2010 Q4	81,000	3.44	Add 2.53%	0.08	$42.42
2010 Q3	79,000	3.37			$38.06
2010 Q2	79,000	3.51			$36.61
2010 Q1	79,000	3.52			$44.75
2009 Q4	79,000	3.31	Add 5.33%	0.17	$41.67
2009 Q3	75,000	3.49	Add 6.53%	0.21	$43.83
2009 Q2	70,400	2.99			$34.11
2009 Q1	70,400	2.72	Add 46.36%	0.86	$26.58
2008 Q4	48,100	1.84	Reduce 10.93%	0.23	$31.54
2008 Q3	54,000	2.42	Reduce 34.94%	1.30	$46.70
2008 Q2	83,000	2.35	Reduce 2.35%	0.06	$34.31
2008 Q1	85,000	2.85	Reduce 32.00%	1.34	$42.95
2007 Q4	125,000	3.40	Reduce 8.76%	0.33	$43.65
2007 Q3	137,000	3.07	Add 7.03%	0.20	$45.82
2007 Q2	128,000	2.78	Add 17.43%	0.41	$48.45
2007 Q1	109,000	2.87			$48.38
2006 Q4	109,000	2.75			$48.30