AP
Appleton Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Sell |
129,067
-10,159
| -7% | -$2.95M | 2.65% | 6 |
|
|
2025
Q1 | $34.2M | Sell |
139,226
-3,400
| -2% | -$834K | 2.64% | 6 |
|
|
2024
Q4 | $34.2M | Sell |
142,626
-6,810
| -5% | -$1.63M | 2.53% | 7 |
|
|
2024
Q3 | $31.5M | Sell |
149,436
-3,757
| -2% | -$792K | 2.32% | 6 |
|
|
2024
Q2 | $31M | Sell |
153,193
-7,928
| -5% | -$1.6M | 2.39% | 6 |
|
|
2024
Q1 | $32.3M | Sell |
161,121
-8,758
| -5% | -$1.75M | 2.5% | 7 |
|
|
2023
Q4 | $28.9M | Sell |
169,879
-2,222
| -1% | -$378K | 2.33% | 7 |
|
|
2023
Q3 | $25M | Sell |
172,101
-3,201
| -2% | -$464K | 2.22% | 8 |
|
|
2023
Q2 | $25.5M | Buy |
175,302
+918
| +0.5% | +$134K | 2.15% | 8 |
|
|
2023
Q1 | $22.7M | Buy |
174,384
+136
| +0.1% | +$17.7K | 2.02% | 9 |
|
|
2022
Q4 | $23.4M | Sell |
174,248
-2,104
| -1% | -$282K | 2.21% | 9 |
|
|
2022
Q3 | $18.4M | Sell |
176,352
-1,966
| -1% | -$205K | 1.84% | 10 |
|
|
2022
Q2 | $20.1M | Buy |
178,318
+1,767
| +1% | +$199K | 1.9% | 10 |
|
|
2022
Q1 | $24.1M | Buy |
176,551
+6,609
| +4% | +$901K | 1.97% | 10 |
|
|
2021
Q4 | $26.9M | Buy |
169,942
+2,372
| +1% | +$376K | 2.03% | 9 |
|
|
2021
Q3 | $27.4M | Buy |
167,570
+5,836
| +4% | +$955K | 2.28% | 9 |
|
|
2021
Q2 | $25.2M | Sell |
161,734
-395
| -0.2% | -$61.4K | 2.14% | 10 |
|
|
2021
Q1 | $24.7M | Sell |
162,129
-1,312
| -0.8% | -$200K | 2.29% | 9 |
|
|
2020
Q4 | $20.8M | Buy |
163,441
+1,009
| +0.6% | +$128K | 2.04% | 10 |
|
|
2020
Q3 | $15.6M | Buy |
162,432
+2,146
| +1% | +$207K | 1.73% | 11 |
|
|
2020
Q2 | $15.1M | Sell |
160,286
-1,428
| -0.9% | -$134K | 1.81% | 11 |
|
|
2020
Q1 | $14.6M | Buy |
161,714
+449
| +0.3% | +$40.4K | 2.02% | 10 |
|
|
2019
Q4 | $22.5M | Buy |
161,265
+2,255
| +1% | +$314K | 2.47% | 6 |
|
|
2019
Q3 | $18.7M | Sell |
159,010
-601
| -0.4% | -$70.7K | 2.26% | 7 |
|
|
2019
Q2 | $17.8M | Sell |
159,611
-5,445
| -3% | -$609K | 2.21% | 7 |
|
|
2019
Q1 | $16.7M | Sell |
165,056
-553
| -0.3% | -$56K | 2.21% | 6 |
|
|
2018
Q4 | $16.2M | Buy |
165,609
+65
| +0% | +$6.35K | 2.42% | 5 |
|
|
2018
Q3 | $18.7M | Buy |
165,544
+2,249
| +1% | +$254K | 2.49% | 4 |
|
|
2018
Q2 | $17M | Buy |
163,295
+4,955
| +3% | +$516K | 2.44% | 4 |
|
|
2018
Q1 | $17.4M | Buy |
158,340
+727
| +0.5% | +$80K | 2.64% | 4 |
|
|
2017
Q4 | $16.9M | Buy |
157,613
+4,262
| +3% | +$456K | 2.61% | 4 |
|
|
2017
Q3 | $14.6M | Sell |
153,351
-4,962
| -3% | -$474K | 2.47% | 5 |
|
|
2017
Q2 | $14.5M | Buy |
158,313
+7,497
| +5% | +$685K | 2.43% | 4 |
|
|
2017
Q1 | $13.2M | Sell |
150,816
-15,825
| -9% | -$1.39M | 2.44% | 4 |
|
|
2016
Q4 | $14.4M | Sell |
166,641
-9,222
| -5% | -$796K | 2.91% | 2 |
|
|
2016
Q3 | $11.7M | Buy |
175,863
+5,617
| +3% | +$374K | 2.21% | 4 |
|
|
2016
Q2 | $10.6M | Buy |
170,246
+2,312
| +1% | +$144K | 2.16% | 4 |
|
|
2016
Q1 | $9.95M | Buy |
167,934
+3,751
| +2% | +$222K | 1.97% | 7 |
|
|
2015
Q4 | $10.8M | Buy |
164,183
+19,250
| +13% | +$1.27M | 2.14% | 6 |
|
|
2015
Q3 | $8.84M | Buy |
144,933
+16,323
| +13% | +$995K | 2.01% | 6 |
|
|
2015
Q2 | $8.72M | Sell |
128,610
-12,115
| -9% | -$821K | 1.95% | 8 |
|
|
2015
Q1 | $8.53M | Sell |
140,725
-8,830
| -6% | -$535K | 1.92% | 10 |
|
|
2014
Q4 | $9.36M | Sell |
149,555
-4,977
| -3% | -$311K | 2.14% | 5 |
|
|
2014
Q3 | $9.31M | Sell |
154,532
-8,339
| -5% | -$502K | 2.17% | 5 |
|
|
2014
Q2 | $9.39M | Sell |
162,871
-1,488
| -0.9% | -$85.7K | 2.19% | 5 |
|
|
2014
Q1 | $9.98M | Buy |
164,359
+1,321
| +0.8% | +$80.2K | 2.36% | 6 |
|
|
2013
Q4 | $9.53M | Buy |
163,038
+262
| +0.2% | +$15.3K | 2.29% | 7 |
|
|
2013
Q3 | $8.41M | Buy |
162,776
+2,059
| +1% | +$106K | 2.26% | 8 |
|
|
2013
Q2 | $8.48M | Buy |
+160,717
| New | +$8.48M | 2.45% | 8 |
|