BG
Bollard Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
134,159
+11,085
| +9% | +$3.21M | 0.89% | 13 |
|
|
2025
Q1 | $30.2M | Buy |
123,074
+620
| +0.5% | +$152K | 0.79% | 14 |
|
|
2024
Q4 | $29.4M | Sell |
122,454
-24,103
| -16% | -$5.78M | 0.81% | 15 |
|
|
2024
Q3 | $30.9M | Buy |
146,557
+5,652
| +4% | +$1.19M | 0.82% | 16 |
|
|
2024
Q2 | $28.5M | Buy |
140,905
+838
| +0.6% | +$169K | 0.8% | 16 |
|
|
2024
Q1 | $28.1M | Buy |
140,067
+844
| +0.6% | +$169K | 0.85% | 16 |
|
|
2023
Q4 | $23.7M | Sell |
139,223
-7,212
| -5% | -$1.23M | 0.82% | 18 |
|
|
2023
Q3 | $21.2M | Sell |
146,435
-1,565
| -1% | -$227K | 0.78% | 20 |
|
|
2023
Q2 | $21.5M | Buy |
148,000
+1,021
| +0.7% | +$148K | 0.73% | 22 |
|
|
2023
Q1 | $19.2M | Buy |
146,979
+7,738
| +6% | +$1.01M | 0.69% | 22 |
|
|
2022
Q4 | $18.7M | Sell |
139,241
-491
| -0.4% | -$65.8K | 0.71% | 23 |
|
|
2022
Q3 | $14.6M | Buy |
139,732
+423
| +0.3% | +$44.2K | 0.61% | 26 |
|
|
2022
Q2 | $15.7M | Buy |
139,309
+1,066
| +0.8% | +$120K | 0.64% | 25 |
|
|
2022
Q1 | $18.8M | Buy |
138,243
+133
| +0.1% | +$18.1K | 0.6% | 26 |
|
|
2021
Q4 | $21.9M | Buy |
138,110
+355
| +0.3% | +$56.2K | 0.7% | 28 |
|
|
2021
Q3 | $22.5M | Buy |
137,755
+7,781
| +6% | +$1.27M | 0.74% | 26 |
|
|
2021
Q2 | $20.2M | Buy |
129,974
+7,004
| +6% | +$1.09M | 0.64% | 28 |
|
|
2021
Q1 | $18.7M | Buy |
122,970
+595
| +0.5% | +$90.6K | 0.66% | 26 |
|
|
2020
Q4 | $15.6M | Sell |
122,375
-6,189
| -5% | -$786K | 0.58% | 28 |
|
|
2020
Q3 | $12.4M | Buy |
128,564
+398
| +0.3% | +$38.3K | 0.45% | 36 |
|
|
2020
Q2 | $12.1M | Sell |
128,166
-12,052
| -9% | -$1.13M | 0.47% | 34 |
|
|
2020
Q1 | $12.6M | Buy |
140,218
+6,719
| +5% | +$605K | 0.56% | 33 |
|
|
2019
Q4 | $18.6M | Buy |
133,499
+3,212
| +2% | +$448K | 0.6% | 27 |
|
|
2019
Q3 | $15.3M | Buy |
130,287
+28,189
| +28% | +$3.32M | 0.54% | 32 |
|
|
2019
Q2 | $11.4M | Buy |
102,098
+10,042
| +11% | +$1.12M | 0.39% | 36 |
|
|
2019
Q1 | $9.32M | Buy |
92,056
+12,305
| +15% | +$1.25M | 0.35% | 35 |
|
|
2018
Q4 | $7.79M | Buy |
79,751
+5,606
| +8% | +$547K | 0.34% | 33 |
|
|
2018
Q3 | $8.37M | Buy |
74,145
+2,326
| +3% | +$262K | 0.34% | 34 |
|
|
2018
Q2 | $7.48M | Buy |
71,819
+1,931
| +3% | +$201K | 0.34% | 35 |
|
|
2018
Q1 | $7.69M | Buy |
69,888
+1,712
| +3% | +$188K | 0.38% | 34 |
|
|
2017
Q4 | $7.29M | Buy |
68,176
+241
| +0.4% | +$25.8K | 0.35% | 36 |
|
|
2017
Q3 | $6.49M | Buy |
67,935
+2,123
| +3% | +$203K | 0.34% | 36 |
|
|
2017
Q2 | $6.02M | Buy |
65,812
+633
| +1% | +$57.9K | 0.32% | 42 |
|
|
2017
Q1 | $5.73M | Buy |
65,179
+7,583
| +13% | +$666K | 0.33% | 47 |
|
|
2016
Q4 | $4.97M | Buy |
57,596
+714
| +1% | +$61.6K | 0.32% | 47 |
|
|
2016
Q3 | $3.79M | Buy |
56,882
+2,124
| +4% | +$141K | 0.24% | 59 |
|
|
2016
Q2 | $3.4M | Buy |
54,758
+229
| +0.4% | +$14.2K | 0.23% | 53 |
|
|
2016
Q1 | $3.23M | Buy |
54,529
+245
| +0.5% | +$14.5K | 0.26% | 50 |
|
|
2015
Q4 | $3.58M | Buy |
54,284
+199
| +0.4% | +$13.1K | 0.3% | 47 |
|
|
2015
Q3 | $3.3M | Buy |
54,085
+340
| +0.6% | +$20.7K | 0.27% | 56 |
|
|
2015
Q2 | $3.64M | Buy |
53,745
+333
| +0.6% | +$22.6K | 0.28% | 55 |
|
|
2015
Q1 | $3.24M | Buy |
53,412
+3,988
| +8% | +$242K | 0.24% | 62 |
|
|
2014
Q4 | $3.09M | Buy |
49,424
+574
| +1% | +$35.9K | 0.27% | 55 |
|
|
2014
Q3 | $2.94M | Buy |
48,850
+3,795
| +8% | +$229K | 0.28% | 59 |
|
|
2014
Q2 | $2.6M | Buy |
45,055
+23,510
| +109% | +$1.35M | 0.25% | 58 |
|
|
2014
Q1 | $1.31M | Hold |
21,545
| – | – | 0.13% | 91 |
|
|
2013
Q4 | $1.26M | Sell |
21,545
-1,455
| -6% | -$85.1K | 0.14% | 85 |
|
|
2013
Q3 | $1.19M | Buy |
23,000
+19,000
| +475% | +$982K | 0.14% | 77 |
|
|
2013
Q2 | $211K | Buy |
+4,000
| New | +$211K | 0.04% | 142 |
|