BTW
Boston Trust Walden’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277M | Sell |
955,538
-58,067
| -6% | -$16.8M | 1.98% | 3 |
|
|
2025
Q1 | $249M | Sell |
1,013,605
-13,997
| -1% | -$3.43M | 1.82% | 3 |
|
|
2024
Q4 | $246M | Sell |
1,027,602
-13,401
| -1% | -$3.21M | 1.73% | 4 |
|
|
2024
Q3 | $220M | Sell |
1,041,003
-10,774
| -1% | -$2.27M | 1.53% | 5 |
|
|
2024
Q2 | $213M | Sell |
1,051,777
-141,467
| -12% | -$28.6M | 1.58% | 5 |
|
|
2024
Q1 | $239M | Sell |
1,193,244
-38,480
| -3% | -$7.71M | 1.7% | 4 |
|
|
2023
Q4 | $210M | Sell |
1,231,724
-5,806
| -0.5% | -$988K | 1.58% | 5 |
|
|
2023
Q3 | $179M | Sell |
1,237,530
-7,623
| -0.6% | -$1.11M | 1.5% | 5 |
|
|
2023
Q2 | $181M | Sell |
1,245,153
-10,298
| -0.8% | -$1.5M | 1.49% | 5 |
|
|
2023
Q1 | $164M | Sell |
1,255,451
-60,126
| -5% | -$7.84M | 1.41% | 6 |
|
|
2022
Q4 | $176M | Buy |
1,315,577
+70,927
| +6% | +$9.51M | 1.55% | 3 |
|
|
2022
Q3 | $130M | Buy |
1,244,650
+118,104
| +10% | +$12.3M | 1.29% | 9 |
|
|
2022
Q2 | $127M | Buy |
1,126,546
+15,801
| +1% | +$1.78M | 1.2% | 12 |
|
|
2022
Q1 | $151M | Buy |
1,110,745
+4,328
| +0.4% | +$590K | 1.25% | 8 |
|
|
2021
Q4 | $175M | Buy |
1,106,417
+49,197
| +5% | +$7.79M | 1.41% | 7 |
|
|
2021
Q3 | $173M | Buy |
1,057,220
+2,813
| +0.3% | +$460K | 1.53% | 6 |
|
|
2021
Q2 | $164M | Buy |
1,054,407
+43,408
| +4% | +$6.75M | 1.46% | 6 |
|
|
2021
Q1 | $154M | Buy |
1,010,999
+94,239
| +10% | +$14.3M | 1.49% | 5 |
|
|
2020
Q4 | $116M | Buy |
916,760
+19,331
| +2% | +$2.46M | 1.24% | 9 |
|
|
2020
Q3 | $86.4M | Sell |
897,429
-3,951
| -0.4% | -$380K | 1.08% | 15 |
|
|
2020
Q2 | $84.8M | Sell |
901,380
-22,622
| -2% | -$2.13M | 1.14% | 12 |
|
|
2020
Q1 | $83.2M | Sell |
924,002
-236,748
| -20% | -$21.3M | 1.33% | 11 |
|
|
2019
Q4 | $162M | Sell |
1,160,750
-10,137
| -0.9% | -$1.41M | 1.88% | 4 |
|
|
2019
Q3 | $138M | Sell |
1,170,887
-5,864
| -0.5% | -$690K | 1.73% | 5 |
|
|
2019
Q2 | $132M | Sell |
1,176,751
-1,083
| -0.1% | -$121K | 1.71% | 5 |
|
|
2019
Q1 | $119M | Buy |
1,177,834
+39,991
| +4% | +$4.05M | 1.62% | 7 |
|
|
2018
Q4 | $111M | Buy |
1,137,843
+1,395
| +0.1% | +$136K | 1.77% | 4 |
|
|
2018
Q3 | $128M | Buy |
1,136,448
+1,250
| +0.1% | +$141K | 1.77% | 4 |
|
|
2018
Q2 | $118M | Buy |
1,135,198
+3,476
| +0.3% | +$362K | 1.74% | 4 |
|
|
2018
Q1 | $124M | Sell |
1,131,722
-1,180
| -0.1% | -$130K | 1.89% | 4 |
|
|
2017
Q4 | $121M | Buy |
1,132,902
+21,339
| +2% | +$2.28M | 1.78% | 4 |
|
|
2017
Q3 | $106M | Buy |
1,111,563
+15,856
| +1% | +$1.51M | 1.65% | 4 |
|
|
2017
Q2 | $100M | Buy |
1,095,707
+54,273
| +5% | +$4.96M | 1.61% | 5 |
|
|
2017
Q1 | $91.5M | Buy |
1,041,434
+28,231
| +3% | +$2.48M | 1.43% | 4 |
|
|
2016
Q4 | $87.4M | Sell |
1,013,203
-2,145
| -0.2% | -$185K | 1.38% | 4 |
|
|
2016
Q3 | $67.6M | Buy |
1,015,348
+48,308
| +5% | +$3.22M | 1.11% | 15 |
|
|
2016
Q2 | $60.1M | Buy |
967,040
+14,625
| +2% | +$909K | 1.03% | 17 |
|
|
2016
Q1 | $56.4M | Buy |
952,415
+21,375
| +2% | +$1.27M | 0.98% | 19 |
|
|
2015
Q4 | $61.5M | Buy |
931,040
+13,970
| +2% | +$922K | 1.14% | 14 |
|
|
2015
Q3 | $55.9M | Sell |
917,070
-9,483
| -1% | -$578K | 0.93% | 17 |
|
|
2015
Q2 | $62.8M | Sell |
926,553
-17,647
| -2% | -$1.2M | 0.96% | 14 |
|
|
2015
Q1 | $57.2M | Sell |
944,200
-119,216
| -11% | -$7.22M | 0.85% | 26 |
|
|
2014
Q4 | $66.5M | Sell |
1,063,416
-525
| -0% | -$32.9K | 0.99% | 13 |
|
|
2014
Q3 | $64.1M | Sell |
1,063,941
-3,882
| -0.4% | -$234K | 0.99% | 12 |
|
|
2014
Q2 | $61.5M | Buy |
1,067,823
+24,296
| +2% | +$1.4M | 0.89% | 22 |
|
|
2014
Q1 | $63.4M | Sell |
1,043,527
-24,350
| -2% | -$1.48M | 0.94% | 13 |
|
|
2013
Q4 | $62.4M | Sell |
1,067,877
-7,389
| -0.7% | -$432K | 0.91% | 22 |
|
|
2013
Q3 | $55.6M | Buy |
1,075,266
+7,395
| +0.7% | +$382K | 0.85% | 23 |
|
|
2013
Q2 | $56.4M | Buy |
+1,067,871
| New | +$56.4M | 0.91% | 19 |
|