Boston Trust Walden’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
Q2 | $277M | Sell |
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|
2025
Q1 | $249M | Sell |
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|
2024
Q4 | $246M | Sell |
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|
2024
Q3 | $220M | Sell |
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|
2024
Q2 | $213M | Sell |
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|
2024
Q1 | $239M | Sell |
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|
2023
Q4 | $210M | Sell |
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|
2023
Q3 | $179M | Sell |
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|
2023
Q2 | $181M | Sell |
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|
2023
Q1 | $164M | Sell |
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|
2022
Q4 | $176M | Buy |
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|
2022
Q3 | $130M | Buy |
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|
2022
Q2 | $127M | Buy |
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|
2022
Q1 | $151M | Buy |
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|
2021
Q4 | $175M | Buy |
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|
2021
Q3 | $173M | Buy |
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|
2021
Q2 | $164M | Buy |
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|
2021
Q1 | $154M | Buy |
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|
2020
Q4 | $116M | Buy |
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|
2020
Q3 | $86.4M | Sell |
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|
2020
Q2 | $84.8M | Sell |
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|
2020
Q1 | $83.2M | Sell |
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|
2019
Q4 | $162M | Sell |
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|
2019
Q3 | $138M | Sell |
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|
2019
Q2 | $132M | Sell |
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|
2019
Q1 | $119M | Buy |
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|
2018
Q4 | $111M | Buy |
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|
2018
Q3 | $128M | Buy |
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|
2018
Q2 | $118M | Buy |
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|
2018
Q1 | $124M | Sell |
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|
2017
Q4 | $121M | Buy |
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|
2017
Q3 | $106M | Buy |
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|
2017
Q2 | $100M | Buy |
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|
2017
Q1 | $91.5M | Buy |
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|
2016
Q4 | $87.4M | Sell |
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|
2016
Q3 | $67.6M | Buy |
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|
2016
Q2 | $60.1M | Buy |
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|
2016
Q1 | $56.4M | Buy |
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|
2015
Q4 | $61.5M | Buy |
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|
2015
Q3 | $55.9M | Sell |
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|
2015
Q2 | $62.8M | Sell |
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|
2015
Q1 | $57.2M | Sell |
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|
2014
Q4 | $66.5M | Sell |
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|
2014
Q3 | $64.1M | Sell |
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|
2014
Q2 | $61.5M | Buy |
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|
2014
Q1 | $63.4M | Sell |
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|
2013
Q4 | $62.4M | Sell |
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|
2013
Q3 | $55.6M | Buy |
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|
2013
Q2 | $56.4M | Buy |
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