Basswood Capital Management’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 | $136M | Hold |
469,496
| – | – | 6.25% | 1 |
|
|
2025
Q1 | $115M | Hold |
469,496
| – | – | 6.46% | 1 |
|
|
2024
Q4 | $113M | Hold |
469,496
| – | – | 6.56% | 1 |
|
|
2024
Q3 | $99M | Hold |
469,496
| – | – | 5.1% | 1 |
|
|
2024
Q2 | $95M | Hold |
469,496
| – | – | 6.16% | 1 |
|
|
2024
Q1 | $94M | Hold |
469,496
| – | – | 5.48% | 1 |
|
|
2023
Q4 | $79.9M | Hold |
469,496
| – | – | 5.16% | 1 |
|
|
2023
Q3 | $68.1M | Hold |
469,496
| – | – | 5.17% | 1 |
|
|
2023
Q2 | $68.3M | Hold |
469,496
| – | – | 5.03% | 1 |
|
|
2023
Q1 | $61.2M | Hold |
469,496
| – | – | 4.26% | 3 |
|
|
2022
Q4 | $63M | Sell |
469,496
-21,504
| -4% | -$2.88M | 4.65% | 2 |
|
|
2022
Q3 | $51.3M | Hold |
491,000
| – | – | 3.76% | 3 |
|
|
2022
Q2 | $55.3M | Hold |
491,000
| – | – | 3.48% | 3 |
|
|
2022
Q1 | $66.9M | Hold |
491,000
| – | – | 3.2% | 5 |
|
|
2021
Q4 | $77.8M | Hold |
491,000
| – | – | 3.57% | 4 |
|
|
2021
Q3 | $80.4M | Hold |
491,000
| – | – | 3.26% | 6 |
|
|
2021
Q2 | $76.4M | Hold |
491,000
| – | – | 3.19% | 5 |
|
|
2021
Q1 | $74.7M | Sell |
491,000
-21,504
| -4% | -$3.27M | 3.38% | 9 |
|
|
2020
Q4 | $65.1M | Sell |
512,504
-10,920
| -2% | -$1.39M | 4.04% | 4 |
|
|
2020
Q3 | $50.4M | Hold |
523,424
| – | – | 4.18% | 3 |
|
|
2020
Q2 | $49.2M | Hold |
523,424
| – | – | 4.73% | 2 |
|
|
2020
Q1 | $47.1M | Buy |
523,424
+21,504
| +4% | +$1.94M | 5.5% | 1 |
|
|
2019
Q4 | $70M | Hold |
501,920
| – | – | 4.88% | 2 |
|
|
2019
Q3 | $59.1M | Sell |
501,920
-231,092
| -32% | -$27.2M | 4.32% | 5 |
|
|
2019
Q2 | $82M | Hold |
733,012
| – | – | 5.09% | 1 |
|
|
2019
Q1 | $74.2M | Hold |
733,012
| – | – | 4.81% | 1 |
|
|
2018
Q4 | $71.6M | Hold |
733,012
| – | – | 4.2% | 2 |
|
|
2018
Q3 | $82.7M | Hold |
733,012
| – | – | 3.78% | 3 |
|
|
2018
Q2 | $76.4M | Hold |
733,012
| – | – | 3.6% | 5 |
|
|
2018
Q1 | $80.6M | Hold |
733,012
| – | – | 3.47% | 4 |
|
|
2017
Q4 | $78.4M | Hold |
733,012
| – | – | 3.62% | 3 |
|
|
2017
Q3 | $70M | Hold |
733,012
| – | – | 3.22% | 4 |
|
|
2017
Q2 | $67M | Hold |
733,012
| – | – | 3.28% | 4 |
|
|
2017
Q1 | $64.4M | Sell |
733,012
-985
| -0.1% | -$86.5K | 3.28% | 3 |
|
|
2016
Q4 | $63.3M | Buy |
733,997
+985
| +0.1% | +$85K | 2.79% | 6 |
|
|
2016
Q3 | $48.8M | Hold |
733,012
| – | – | 2.33% | 5 |
|
|
2016
Q2 | $45.5M | Hold |
733,012
| – | – | 2.64% | 6 |
|
|
2016
Q1 | $43.4M | Hold |
733,012
| – | – | 2.35% | 6 |
|
|
2015
Q4 | $48.4M | Hold |
733,012
| – | – | 2.56% | 6 |
|
|
2015
Q3 | $44.7M | Hold |
733,012
| – | – | 2.2% | 8 |
|
|
2015
Q2 | $49.7M | Hold |
733,012
| – | – | 2.33% | 8 |
|
|
2015
Q1 | $44.4M | Hold |
733,012
| – | – | 2.11% | 8 |
|
|
2014
Q4 | $45.9M | Hold |
733,012
| – | – | 2.14% | 8 |
|
|
2014
Q3 | $44.2M | Hold |
733,012
| – | – | 2.26% | 4 |
|
|
2014
Q2 | $42.2M | Hold |
733,012
| – | – | 2.17% | 6 |
|
|
2014
Q1 | $44.5M | Sell |
733,012
-251,594
| -26% | -$15.3M | 2.32% | 5 |
|
|
2013
Q4 | $57.6M | Buy |
984,606
+172,508
| +21% | +$10.1M | 3.18% | 2 |
|
|
2013
Q3 | $42M | Sell |
812,098
-17,808
| -2% | -$920K | 2.34% | 5 |
|
|
2013
Q2 | $43.8M | Buy |
+829,906
| New | +$43.8M | 2.83% | 2 |
|