BMO
Beck Mack & Oliver’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Sell |
403,865
-17,587
| -4% | -$5.1M | 2.24% | 18 |
|
|
2025
Q1 | $103M | Sell |
421,452
-8,111
| -2% | -$1.99M | 2.07% | 20 |
|
|
2024
Q4 | $103M | Buy |
429,563
+829
| +0.2% | +$199K | 1.91% | 22 |
|
|
2024
Q3 | $90.4M | Sell |
428,734
-1,380
| -0.3% | -$291K | 1.76% | 21 |
|
|
2024
Q2 | $87M | Buy |
430,114
+485
| +0.1% | +$98.1K | 1.8% | 18 |
|
|
2024
Q1 | $86.1M | Buy |
429,629
+11,486
| +3% | +$2.3M | 1.74% | 18 |
|
|
2023
Q4 | $71.1M | Sell |
418,143
-11,620
| -3% | -$1.98M | 1.65% | 18 |
|
|
2023
Q3 | $62.3M | Sell |
429,763
-14,099
| -3% | -$2.04M | 1.63% | 19 |
|
|
2023
Q2 | $64.6M | Sell |
443,862
-5,683
| -1% | -$827K | 1.69% | 18 |
|
|
2023
Q1 | $58.6M | Sell |
449,545
-21,631
| -5% | -$2.82M | 1.69% | 17 |
|
|
2022
Q4 | $63.2M | Sell |
471,176
-21,729
| -4% | -$2.91M | 1.85% | 16 |
|
|
2022
Q3 | $51.5M | Sell |
492,905
-12,564
| -2% | -$1.31M | 1.66% | 20 |
|
|
2022
Q2 | $56.9M | Sell |
505,469
-7,844
| -2% | -$883K | 1.71% | 18 |
|
|
2022
Q1 | $70M | Sell |
513,313
-20,064
| -4% | -$2.74M | 1.75% | 16 |
|
|
2021
Q4 | $84.5M | Sell |
533,377
-8,535
| -2% | -$1.35M | 2.01% | 17 |
|
|
2021
Q3 | $88.7M | Sell |
541,912
-6,217
| -1% | -$1.02M | 2.3% | 13 |
|
|
2021
Q2 | $85.3M | Buy |
548,129
+24,077
| +5% | +$3.74M | 2.27% | 12 |
|
|
2021
Q1 | $79.8M | Sell |
524,052
-33,517
| -6% | -$5.1M | 2.46% | 11 |
|
|
2020
Q4 | $70.9M | Sell |
557,569
-23,572
| -4% | -$3M | 2.35% | 14 |
|
|
2020
Q3 | $55.9M | Sell |
581,141
-19,954
| -3% | -$1.92M | 2.06% | 15 |
|
|
2020
Q2 | $56.5M | Sell |
601,095
-3,677
| -0.6% | -$346K | 2.1% | 13 |
|
|
2020
Q1 | $54.4M | Buy |
604,772
+3,451
| +0.6% | +$311K | 2.42% | 12 |
|
|
2019
Q4 | $83.8M | Sell |
601,321
-6,916
| -1% | -$964K | 2.77% | 12 |
|
|
2019
Q3 | $71.6M | Sell |
608,237
-18,473
| -3% | -$2.17M | 2.52% | 12 |
|
|
2019
Q2 | $70.1M | Sell |
626,710
-3,420
| -0.5% | -$382K | 2.46% | 13 |
|
|
2019
Q1 | $63.8M | Sell |
630,130
-8,038
| -1% | -$814K | 2.28% | 14 |
|
|
2018
Q4 | $62.3M | Sell |
638,168
-4,319
| -0.7% | -$422K | 2.5% | 14 |
|
|
2018
Q3 | $72.5M | Sell |
642,487
-2,813
| -0.4% | -$317K | 2.3% | 13 |
|
|
2018
Q2 | $67.2M | Sell |
645,300
-1,191
| -0.2% | -$124K | 2.26% | 17 |
|
|
2018
Q1 | $71.1M | Sell |
646,491
-5,316
| -0.8% | -$585K | 2.39% | 16 |
|
|
2017
Q4 | $69.7M | Sell |
651,807
-12,635
| -2% | -$1.35M | 2.29% | 17 |
|
|
2017
Q3 | $63.5M | Sell |
664,442
-24,169
| -4% | -$2.31M | 2.09% | 17 |
|
|
2017
Q2 | $62.9M | Sell |
688,611
-5,461
| -0.8% | -$499K | 2.12% | 18 |
|
|
2017
Q1 | $61M | Sell |
694,072
-11,403
| -2% | -$1M | 2.13% | 20 |
|
|
2016
Q4 | $60.9M | Sell |
705,475
-15,013
| -2% | -$1.3M | 2.19% | 17 |
|
|
2016
Q3 | $48M | Sell |
720,488
-42,342
| -6% | -$2.82M | 1.73% | 24 |
|
|
2016
Q2 | $47.4M | Sell |
762,830
-11,801
| -2% | -$733K | 1.67% | 23 |
|
|
2016
Q1 | $45.9M | Sell |
774,631
-15,090
| -2% | -$894K | 1.6% | 25 |
|
|
2015
Q4 | $52.1M | Sell |
789,721
-181,446
| -19% | -$12M | 1.78% | 21 |
|
|
2015
Q3 | $59.2M | Buy |
971,167
+221,466
| +30% | +$13.5M | 1.79% | 22 |
|
|
2015
Q2 | $50.8M | Buy |
749,701
+675,047
| +904% | +$45.7M | 1.32% | 28 |
|
|
2015
Q1 | $4.52M | Buy |
74,654
+5,241
| +8% | +$318K | 0.11% | 80 |
|
|
2014
Q4 | $4.34M | Buy |
69,413
+2,309
| +3% | +$145K | 0.11% | 85 |
|
|
2014
Q3 | $4.04M | Buy |
67,104
+395
| +0.6% | +$23.8K | 0.1% | 91 |
|
|
2014
Q2 | $3.84M | Buy |
66,709
+24,483
| +58% | +$1.41M | 0.09% | 91 |
|
|
2014
Q1 | $2.56M | Sell |
42,226
-2,008
| -5% | -$122K | 0.06% | 106 |
|
|
2013
Q4 | $2.59M | Buy |
44,234
+754
| +2% | +$44.1K | 0.06% | 105 |
|
|
2013
Q3 | $2.25M | Sell |
43,480
-181
| -0.4% | -$9.35K | 0.06% | 109 |
|
|
2013
Q2 | $2.31M | Buy |
+43,661
| New | +$2.31M | 0.06% | 105 |
|