Boltwood 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 | $4.9M | Buy |
16,913
+478
| +3% | +$139K | 1.39% | 18 |
|
|
2025
Q1 | $4.03M | Buy |
16,435
+1,985
| +14% | +$487K | 1.23% | 22 |
|
|
2024
Q4 | $3.46M | Buy |
14,450
+40
| +0.3% | +$9.59K | 1.06% | 24 |
|
|
2024
Q3 | $3.04M | Buy |
14,410
+19
| +0.1% | +$4.01K | 0.9% | 29 |
|
|
2024
Q2 | $2.91M | Sell |
14,391
-1,125
| -7% | -$228K | 0.91% | 28 |
|
|
2024
Q1 | $3.11M | Sell |
15,516
-355
| -2% | -$71.1K | 0.96% | 28 |
|
|
2023
Q4 | $2.7M | Sell |
15,871
-258
| -2% | -$43.9K | 0.89% | 30 |
|
|
2023
Q3 | $2.34M | Sell |
16,129
-530
| -3% | -$76.9K | 0.87% | 30 |
|
|
2023
Q2 | $2.42M | Sell |
16,659
-2
| -0% | -$291 | 0.87% | 33 |
|
|
2023
Q1 | $2.17M | Buy |
16,661
+187
| +1% | +$24.4K | 0.81% | 36 |
|
|
2022
Q4 | $2.21M | Sell |
16,474
-297
| -2% | -$39.8K | 0.9% | 31 |
|
|
2022
Q3 | $1.75M | Sell |
16,771
-616
| -4% | -$64.4K | 0.8% | 36 |
|
|
2022
Q2 | $1.96M | Sell |
17,387
-160
| -0.9% | -$18K | 0.85% | 37 |
|
|
2022
Q1 | $2.39M | Sell |
17,547
-591
| -3% | -$80.6K | 0.92% | 35 |
|
|
2021
Q4 | $2.87M | Sell |
18,138
-130
| -0.7% | -$20.6K | 1.06% | 27 |
|
|
2021
Q3 | $2.99M | Sell |
18,268
-2
| -0% | -$327 | 1.21% | 24 |
|
|
2021
Q2 | $2.84M | Sell |
18,270
-143
| -0.8% | -$22.2K | 1.18% | 24 |
|
|
2021
Q1 | $2.8M | Sell |
18,413
-1,465
| -7% | -$223K | 1.24% | 22 |
|
|
2020
Q4 | $2.53M | Sell |
19,878
-75
| -0.4% | -$9.53K | 1.23% | 22 |
|
|
2020
Q3 | $1.92M | Sell |
19,953
-10
| -0.1% | -$963 | 1.07% | 30 |
|
|
2020
Q2 | $1.88M | Sell |
19,963
-693
| -3% | -$65.2K | 1.13% | 31 |
|
|
2020
Q1 | $1.86M | Sell |
20,656
-1,632
| -7% | -$147K | 1.32% | 23 |
|
|
2019
Q4 | $3.11M | Buy |
22,288
+30
| +0.1% | +$4.18K | 1.74% | 15 |
|
|
2019
Q3 | $2.62M | Sell |
22,258
-169
| -0.8% | -$19.9K | 1.65% | 14 |
|
|
2019
Q2 | $2.51M | Sell |
22,427
-365
| -2% | -$40.8K | 1.6% | 19 |
|
|
2019
Q1 | $2.31M | Sell |
22,792
-325
| -1% | -$32.9K | 1.5% | 21 |
|
|
2018
Q4 | $2.26M | Sell |
23,117
-488
| -2% | -$47.6K | 1.54% | 21 |
|
|
2018
Q3 | $2.66M | Sell |
23,605
-80
| -0.3% | -$9.03K | 1.59% | 16 |
|
|
2018
Q2 | $2.47M | Sell |
23,685
-765
| -3% | -$79.7K | 1.61% | 14 |
|
|
2018
Q1 | $2.69M | Sell |
24,450
-580
| -2% | -$63.8K | 1.84% | 11 |
|
|
2017
Q4 | $2.68M | Buy |
25,030
+150
| +0.6% | +$16K | 1.64% | 15 |
|
|
2017
Q3 | $2.38M | Sell |
24,880
-132
| -0.5% | -$12.6K | 1.54% | 15 |
|
|
2017
Q2 | $2.29M | Sell |
25,012
-1,435
| -5% | -$131K | 1.55% | 15 |
|
|
2017
Q1 | $2.32M | Buy |
26,447
+775
| +3% | +$68.1K | 1.63% | 15 |
|
|
2016
Q4 | $2.22M | Buy |
25,672
+687
| +3% | +$59.3K | 1.69% | 13 |
|
|
2016
Q3 | $1.66M | Sell |
24,985
-170
| -0.7% | -$11.3K | 1.33% | 19 |
|
|
2016
Q2 | $1.56M | Buy |
25,155
+115
| +0.5% | +$7.15K | 1.3% | 19 |
|
|
2016
Q1 | $1.48M | Sell |
25,040
-3,276
| -12% | -$194K | 1.31% | 19 |
|
|
2015
Q4 | $1.87M | Buy |
28,316
+1,527
| +6% | +$101K | 1.71% | 15 |
|
|
2015
Q3 | $1.63M | Sell |
26,789
-395
| -1% | -$24.1K | 1.74% | 15 |
|
|
2015
Q2 | $1.84M | Sell |
27,184
-637
| -2% | -$43.2K | 1.81% | 12 |
|
|
2015
Q1 | $1.69M | Sell |
27,821
-650
| -2% | -$39.4K | 0.49% | 41 |
|
|
2014
Q4 | $1.78M | Sell |
28,471
-275
| -1% | -$17.2K | 0.51% | 42 |
|
|
2014
Q3 | $1.73M | Buy |
28,746
+1,054
| +4% | +$63.5K | 0.51% | 42 |
|
|
2014
Q2 | $1.6M | Buy |
27,692
+543
| +2% | +$31.3K | 0.47% | 43 |
|
|
2014
Q1 | $1.65M | Sell |
27,149
-850
| -3% | -$51.6K | 0.52% | 39 |
|
|
2013
Q4 | $1.64M | Buy |
27,999
+376
| +1% | +$22K | 0.54% | 42 |
|
|
2013
Q3 | $1.43M | Sell |
27,623
-75
| -0.3% | -$3.88K | 0.52% | 44 |
|
|
2013
Q2 | $1.46M | Buy |
+27,698
| New | +$1.46M | 0.6% | 42 |
|