Amica Retiree Medical Trust’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 | $528K | Hold |
1,822
| – | – | 0.76% | 39 |
|
|
2025
Q1 | $447K | Sell |
1,822
-435
| -19% | -$107K | 0.68% | 50 |
|
|
2024
Q4 | $541K | Sell |
2,257
-197
| -8% | -$47.2K | 0.51% | 53 |
|
|
2024
Q3 | $517K | Buy |
+2,454
| New | +$517K | 0.43% | 61 |
|
|
2023
Q3 | $1.03M | Hold |
7,073
| – | – | 1.21% | 26 |
|
|
2023
Q2 | $1.03M | Sell |
7,073
-2,434
| -26% | -$354K | 1.15% | 30 |
|
|
2023
Q1 | $1.24M | Hold |
9,507
| – | – | 1.31% | 19 |
|
|
2022
Q4 | $1.28M | Sell |
9,507
-3,056
| -24% | -$410K | 1.64% | 15 |
|
|
2022
Q3 | $1.31M | Sell |
12,563
-1,942
| -13% | -$203K | 1.64% | 11 |
|
|
2022
Q2 | $1.63M | Buy |
14,505
+1,300
| +10% | +$146K | 1.85% | 8 |
|
|
2022
Q1 | $1.8M | Buy |
13,205
+642
| +5% | +$87.5K | 1.68% | 8 |
|
|
2021
Q4 | $1.99M | Hold |
12,563
| – | – | 1.69% | 9 |
|
|
2021
Q3 | $2.06M | Sell |
12,563
-5,517
| -31% | -$903K | 1.86% | 9 |
|
|
2021
Q2 | $2.81M | Sell |
18,080
-3,881
| -18% | -$604K | 1.78% | 9 |
|
|
2021
Q1 | $3.34M | Hold |
21,961
| – | – | 2.26% | 7 |
|
|
2020
Q4 | $2.79M | Hold |
21,961
| – | – | 1.96% | 7 |
|
|
2020
Q3 | $2.11M | Hold |
21,961
| – | – | 1.64% | 11 |
|
|
2020
Q2 | $2.07M | Hold |
21,961
| – | – | 1.63% | 10 |
|
|
2020
Q1 | $1.98M | Sell |
21,961
-1,262
| -5% | -$114K | 1.77% | 8 |
|
|
2019
Q4 | $3.24M | Hold |
23,223
| – | – | 2.5% | 4 |
|
|
2019
Q3 | $2.73M | Sell |
23,223
-1,566
| -6% | -$184K | 2.18% | 4 |
|
|
2019
Q2 | $2.77M | Sell |
24,789
-3,561
| -13% | -$398K | 2.26% | 4 |
|
|
2019
Q1 | $2.87M | Hold |
28,350
| – | – | 2.52% | 4 |
|
|
2018
Q4 | $2.77M | Hold |
28,350
| – | – | 2.63% | 3 |
|
|
2018
Q3 | $3.2M | Hold |
28,350
| – | – | 2.65% | 3 |
|
|
2018
Q2 | $2.95M | Hold |
28,350
| – | – | 2.57% | 4 |
|
|
2018
Q1 | $3.12M | Sell |
28,350
-6,181
| -18% | -$680K | 2.72% | 3 |
|
|
2017
Q4 | $3.69M | Buy |
34,531
+5,386
| +18% | +$576K | 2.79% | 3 |
|
|
2017
Q3 | $2.78M | Hold |
29,145
| – | – | 2.19% | 4 |
|
|
2017
Q2 | $2.66M | Hold |
29,145
| – | – | 2.17% | 4 |
|
|
2017
Q1 | $2.56M | Hold |
29,145
| – | – | 2.07% | 4 |
|
|
2016
Q4 | $2.52M | Hold |
29,145
| – | – | 2% | 5 |
|
|
2016
Q3 | $1.94M | Hold |
29,145
| – | – | 1.64% | 6 |
|
|
2016
Q2 | $1.81M | Hold |
29,145
| – | – | 1.55% | 6 |
|
|
2016
Q1 | $1.73M | Buy |
29,145
+2,000
| +7% | +$118K | 1.47% | 8 |
|
|
2015
Q4 | $1.79M | Hold |
27,145
| – | – | 1.55% | 5 |
|
|
2015
Q3 | $1.66M | Hold |
27,145
| – | – | 1.5% | 6 |
|
|
2015
Q2 | $1.84M | Hold |
27,145
| – | – | 1.56% | 4 |
|
|
2015
Q1 | $1.64M | Hold |
27,145
| – | – | 1.39% | 6 |
|
|
2014
Q4 | $1.7M | Hold |
27,145
| – | – | 1.37% | 8 |
|
|
2014
Q3 | $1.64M | Hold |
27,145
| – | – | 1.38% | 9 |
|
|
2014
Q2 | $1.56M | Hold |
27,145
| – | – | 1.29% | 10 |
|
|
2014
Q1 | $1.65M | Hold |
27,145
| – | – | 1.41% | 10 |
|
|
2013
Q4 | $1.59M | Buy |
+27,145
| New | +$1.59M | 1.38% | 10 |
|