Becker 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 | $109M | Sell |
374,702
-2,801
| -0.7% | -$812K | 3.39% | 3 |
|
|
2025
Q1 | $92.6M | Sell |
377,503
-7,426
| -2% | -$1.82M | 3.05% | 3 |
|
|
2024
Q4 | $92.3M | Sell |
384,929
-3,151
| -0.8% | -$755K | 3.01% | 3 |
|
|
2024
Q3 | $81.8M | Sell |
388,080
-2,542
| -0.7% | -$536K | 2.66% | 3 |
|
|
2024
Q2 | $79M | Sell |
390,622
-4,294
| -1% | -$869K | 2.71% | 3 |
|
|
2024
Q1 | $79.1M | Sell |
394,916
-6,055
| -2% | -$1.21M | 2.72% | 3 |
|
|
2023
Q4 | $68.2M | Sell |
400,971
-2,086
| -0.5% | -$355K | 2.46% | 3 |
|
|
2023
Q3 | $58.5M | Buy |
403,057
+1,791
| +0.4% | +$260K | 2.32% | 4 |
|
|
2023
Q2 | $58.4M | Buy |
401,266
+8,309
| +2% | +$1.21M | 2.21% | 3 |
|
|
2023
Q1 | $51.2M | Sell |
392,957
-15,878
| -4% | -$2.07M | 2.02% | 5 |
|
|
2022
Q4 | $54.8M | Buy |
408,835
+4,074
| +1% | +$546K | 2.55% | 4 |
|
|
2022
Q3 | $42.3M | Sell |
404,761
-2,776
| -0.7% | -$290K | 2.22% | 4 |
|
|
2022
Q2 | $45.9M | Buy |
407,537
+3,648
| +0.9% | +$411K | 2.21% | 4 |
|
|
2022
Q1 | $55.1M | Buy |
403,889
+487
| +0.1% | +$66.4K | 2.22% | 4 |
|
|
2021
Q4 | $63.9M | Sell |
403,402
-19,604
| -5% | -$3.1M | 2.53% | 3 |
|
|
2021
Q3 | $69.2M | Buy |
423,006
+513
| +0.1% | +$84K | 2.92% | 3 |
|
|
2021
Q2 | $65.7M | Sell |
422,493
-6,699
| -2% | -$1.04M | 2.79% | 3 |
|
|
2021
Q1 | $65.3M | Sell |
429,192
-13,499
| -3% | -$2.05M | 2.94% | 3 |
|
|
2020
Q4 | $56.3M | Sell |
442,691
-6,537
| -1% | -$831K | 2.78% | 3 |
|
|
2020
Q3 | $43.2M | Sell |
449,228
-10,106
| -2% | -$973K | 2.4% | 4 |
|
|
2020
Q2 | $43.2M | Sell |
459,334
-42,768
| -9% | -$4.02M | 2.45% | 4 |
|
|
2020
Q1 | $45.2M | Sell |
502,102
-99,103
| -16% | -$8.92M | 2.75% | 3 |
|
|
2019
Q4 | $83.8M | Sell |
601,205
-46,840
| -7% | -$6.53M | 2.97% | 2 |
|
|
2019
Q3 | $76.3M | Sell |
648,045
-26,790
| -4% | -$3.15M | 2.91% | 3 |
|
|
2019
Q2 | $75.4M | Sell |
674,835
-27,939
| -4% | -$3.12M | 2.73% | 2 |
|
|
2019
Q1 | $71.1M | Buy |
702,774
+7,482
| +1% | +$757K | 2.64% | 3 |
|
|
2018
Q4 | $67.9M | Sell |
695,292
-3,737
| -0.5% | -$365K | 2.65% | 2 |
|
|
2018
Q3 | $78.9M | Sell |
699,029
-8,081
| -1% | -$912K | 2.51% | 3 |
|
|
2018
Q2 | $73.7M | Sell |
707,110
-44,113
| -6% | -$4.6M | 2.45% | 2 |
|
|
2018
Q1 | $82.6M | Sell |
751,223
-18,065
| -2% | -$1.99M | 2.74% | 2 |
|
|
2017
Q4 | $82.3M | Sell |
769,288
-16,468
| -2% | -$1.76M | 2.72% | 2 |
|
|
2017
Q3 | $75M | Sell |
785,756
-2,598
| -0.3% | -$248K | 2.58% | 2 |
|
|
2017
Q2 | $72.1M | Sell |
788,354
-63,966
| -8% | -$5.85M | 2.58% | 2 |
|
|
2017
Q1 | $74.9M | Sell |
852,320
-39,794
| -4% | -$3.5M | 2.72% | 2 |
|
|
2016
Q4 | $77M | Sell |
892,114
-36,837
| -4% | -$3.18M | 2.85% | 1 |
|
|
2016
Q3 | $61.9M | Sell |
928,951
-58,960
| -6% | -$3.93M | 2.42% | 3 |
|
|
2016
Q2 | $61.4M | Buy |
987,911
+2,437
| +0.2% | +$151K | 2.5% | 3 |
|
|
2016
Q1 | $58.4M | Buy |
985,474
+238
| +0% | +$14.1K | 2.52% | 5 |
|
|
2015
Q4 | $65.1M | Buy |
985,236
+14,859
| +2% | +$981K | 2.86% | 3 |
|
|
2015
Q3 | $59.2M | Buy |
970,377
+6,741
| +0.7% | +$411K | 2.67% | 2 |
|
|
2015
Q2 | $65.3M | Buy |
963,636
+48,917
| +5% | +$3.31M | 2.57% | 1 |
|
|
2015
Q1 | $55.4M | Buy |
914,719
+1,081
| +0.1% | +$65.5K | 2.16% | 7 |
|
|
2014
Q4 | $57.2M | Sell |
913,638
-17,946
| -2% | -$1.12M | 2.22% | 4 |
|
|
2014
Q3 | $56.1M | Buy |
931,584
+11,906
| +1% | +$717K | 2.3% | 2 |
|
|
2014
Q2 | $53M | Buy |
919,678
+65,193
| +8% | +$3.76M | 2.17% | 3 |
|
|
2014
Q1 | $51.9M | Buy |
854,485
+458
| +0.1% | +$27.8K | 2.13% | 2 |
|
|
2013
Q4 | $49.9M | Buy |
854,027
+21,343
| +3% | +$1.25M | 2.05% | 5 |
|
|
2013
Q3 | $43M | Sell |
832,684
-65,254
| -7% | -$3.37M | 1.98% | 9 |
|
|
2013
Q2 | $47.4M | Buy |
+897,938
| New | +$47.4M | 2.39% | 2 |
|