Becker Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113M | Sell |
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|
2025
Q2 | $109M | Sell |
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|
2025
Q1 | $92.6M | Sell |
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|
2024
Q4 | $92.3M | Sell |
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|
2024
Q3 | $81.8M | Sell |
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|
2024
Q2 | $79M | Sell |
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|
2024
Q1 | $79.1M | Sell |
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|
2023
Q4 | $68.2M | Sell |
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|
2023
Q3 | $58.5M | Buy |
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|
2023
Q2 | $58.4M | Buy |
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|
2023
Q1 | $51.2M | Sell |
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|
2022
Q4 | $54.8M | Buy |
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|
2022
Q3 | $42.3M | Sell |
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|
2022
Q2 | $45.9M | Buy |
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|
2022
Q1 | $55.1M | Buy |
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|
2021
Q4 | $63.9M | Sell |
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|
2021
Q3 | $69.2M | Buy |
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|
2021
Q2 | $65.7M | Sell |
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|
2021
Q1 | $65.3M | Sell |
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|
2020
Q4 | $56.3M | Sell |
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|
2020
Q3 | $43.2M | Sell |
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|
2020
Q2 | $43.2M | Sell |
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|
2020
Q1 | $45.2M | Sell |
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|
2019
Q4 | $83.8M | Sell |
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|
2019
Q3 | $76.3M | Sell |
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|
2019
Q2 | $75.4M | Sell |
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|
2019
Q1 | $71.1M | Buy |
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|
2018
Q4 | $67.9M | Sell |
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|
2018
Q3 | $78.9M | Sell |
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|
2018
Q2 | $73.7M | Sell |
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|
2018
Q1 | $82.6M | Sell |
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|
2017
Q4 | $82.3M | Sell |
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|
2017
Q3 | $75M | Sell |
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|
2017
Q2 | $72.1M | Sell |
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|
2017
Q1 | $74.9M | Sell |
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|
2016
Q4 | $77M | Sell |
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|
2016
Q3 | $61.9M | Sell |
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|
2016
Q2 | $61.4M | Buy |
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|
2016
Q1 | $58.4M | Buy |
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|
2015
Q4 | $65.1M | Buy |
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|
2015
Q3 | $59.2M | Buy |
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|
2015
Q2 | $65.3M | Buy |
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|
2015
Q1 | $55.4M | Buy |
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|
2014
Q4 | $57.2M | Sell |
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|
2014
Q3 | $56.1M | Buy |
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|
2014
Q2 | $53M | Buy |
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|
2014
Q1 | $51.9M | Buy |
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|
2013
Q4 | $49.9M | Buy |
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|
2013
Q3 | $43M | Sell |
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|
2013
Q2 | $47.4M | Buy |
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