DATAROMA Stock Activity History

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

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Reported Price
2023 Q4	2,023,369	3.51	Reduce 3.58%	0.13	$170.10
2023 Q3	2,098,425	3.32	Reduce 0.69%	0.02	$145.02
2023 Q2	2,112,917	3.04	Add 16.17%	0.42	$145.44
2023 Q1	1,818,859	2.46	Reduce 1.37%	0.03	$130.31
2022 Q4	1,844,064	2.73	Reduce 4.38%	0.13	$134.10
2022 Q3	1,928,564	2.44	Reduce 1.33%	0.03	$104.50
2022 Q2	1,954,492	2.46	Reduce 8.37%	0.22	$112.61
2022 Q1	2,133,032	2.80	Reduce 9.01%	0.28	$136.32
2021 Q4	2,344,257	3.31	Reduce 6.80%	0.24	$158.35
2021 Q3	2,515,409	3.80	Reduce 9.78%	0.41	$163.69
2021 Q2	2,788,140	3.66	Reduce 9.47%	0.38	$155.54
2021 Q1	3,079,795	4.28	Reduce 14.24%	0.71	$152.23
2020 Q4	3,591,104	4.14	Reduce 4.91%	0.21	$127.07
2020 Q3	3,776,377	3.53	Add 4.35%	0.15	$96.27
2020 Q2	3,619,116	3.46	Reduce 5.60%	0.21	$94.06
2020 Q1	3,833,929	3.49	Add 36846.41%	3.48	$90.03
2019 Q4	10,377	0.01	Add 0.57%	0.00	$139.44
2019 Q3	10,318	0.01	Reduce 15.06%	0.00	$117.66
2019 Q2	12,148	0.01	Add 0.59%	0.00	$111.79
2019 Q1	12,077	0.01	Add 0.64%	0.00	$101.27
2018 Q4	12,000	0.01	Add 4.17%	0.00	$97.58
2018 Q3	11,520	0.01	Add 476.00%	0.01	$112.85
2018 Q2	2,000	0.00			$104.00
2018 Q1	2,000	0.00			$110.00
2017 Q4	2,000	0.00	Buy	0.00	$107.00
2013 Q2	0	0	Sell 100.00%	0.00
2013 Q1	2,100	0.00			$47.62
2012 Q4	2,100	0.00	Reduce 87.72%	0.00	$43.81
2012 Q3	17,100	0.01	Reduce 14.93%	0.00	$40.47
2012 Q2	20,100	0.01	Reduce 4.93%	0.00	$35.72
2012 Q1	21,143	0.02	Reduce 0.94%	0.00	$45.97
2011 Q4	21,343	0.01	Reduce 7.20%	0.00	$33.27
2011 Q3	23,000	0.01			$30.13
2011 Q2	23,000	0.02	Reduce 4.96%	0.00	$40.96
2011 Q1	24,200	0.02	Add 32.24%	0.00	$46.12
2010 Q4	18,300	0.03			$42.40
2010 Q3	18,300	0.03	Reduce 9.85%	0.00	$38.03
2010 Q2	20,300	0.03	Reduce 19.76%	0.01	$36.60
2010 Q1	25,300	0.05	Reduce 15.67%	0.01	$44.74
2009 Q4	30,000	0.06			$41.67
2009 Q3	30,000	0.07			$43.83
2009 Q2	30,000	0.06			$34.10
2009 Q1	30,000	0.05	Reduce 14.29%	0.01	$26.57
2008 Q4	35,000	0.06			$31.54