Brown Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358M | Sell |
1,235,106
-13,557
| -1% | -$3.93M | 0.47% | 52 |
|
|
2025
Q1 | $306M | Sell |
1,248,663
-14,541
| -1% | -$3.57M | 0.44% | 54 |
|
|
2024
Q4 | $303M | Buy |
1,263,204
+1,915
| +0.2% | +$459K | 0.38% | 60 |
|
|
2024
Q3 | $266M | Sell |
1,261,289
-322
| -0% | -$67.9K | 0.33% | 67 |
|
|
2024
Q2 | $255M | Buy |
1,261,611
+6,265
| +0.5% | +$1.27M | 0.33% | 64 |
|
|
2024
Q1 | $251M | Sell |
1,255,346
-76,666
| -6% | -$15.4M | 0.34% | 67 |
|
|
2023
Q4 | $227M | Sell |
1,332,012
-2,947
| -0.2% | -$501K | 0.32% | 73 |
|
|
2023
Q3 | $194M | Buy |
1,334,959
+4,378
| +0.3% | +$635K | 0.32% | 72 |
|
|
2023
Q2 | $194M | Sell |
1,330,581
-25,267
| -2% | -$3.67M | 0.3% | 72 |
|
|
2023
Q1 | $177M | Sell |
1,355,848
-1,028
| -0.1% | -$134K | 0.3% | 80 |
|
|
2022
Q4 | $182M | Buy |
1,356,876
+3,598
| +0.3% | +$482K | 0.34% | 77 |
|
|
2022
Q3 | $141M | Sell |
1,353,278
-36,803
| -3% | -$3.85M | 0.28% | 83 |
|
|
2022
Q2 | $157M | Sell |
1,390,081
-993,128
| -42% | -$112M | 0.29% | 81 |
|
|
2022
Q1 | $325M | Sell |
2,383,209
-2,331
| -0.1% | -$318K | 0.48% | 52 |
|
|
2021
Q4 | $378M | Sell |
2,385,540
-1,298
| -0.1% | -$206K | 0.47% | 58 |
|
|
2021
Q3 | $391M | Buy |
2,386,838
+17,372
| +0.7% | +$2.84M | 0.58% | 49 |
|
|
2021
Q2 | $369M | Buy |
2,369,466
+5,095
| +0.2% | +$792K | 0.56% | 53 |
|
|
2021
Q1 | $360M | Sell |
2,364,371
-45,874
| -2% | -$6.98M | 0.62% | 45 |
|
|
2020
Q4 | $306M | Buy |
2,410,245
+58,411
| +2% | +$7.42M | 0.54% | 50 |
|
|
2020
Q3 | $226M | Buy |
2,351,834
+5,117
| +0.2% | +$493K | 0.47% | 60 |
|
|
2020
Q2 | $221M | Sell |
2,346,717
-449,326
| -16% | -$42.3M | 0.51% | 48 |
|
|
2020
Q1 | $252M | Buy |
2,796,043
+255,413
| +10% | +$23M | 0.77% | 35 |
|
|
2019
Q4 | $354M | Buy |
2,540,630
+8,891
| +0.4% | +$1.24M | 0.9% | 35 |
|
|
2019
Q3 | $298M | Sell |
2,531,739
-39,206
| -2% | -$4.61M | 0.84% | 35 |
|
|
2019
Q2 | $287M | Sell |
2,570,945
-171,247
| -6% | -$19.1M | 0.82% | 33 |
|
|
2019
Q1 | $278M | Buy |
2,742,192
+20,766
| +0.8% | +$2.1M | 0.79% | 35 |
|
|
2018
Q4 | $266M | Buy |
2,721,426
+107,267
| +4% | +$10.5M | 0.89% | 31 |
|
|
2018
Q3 | $295M | Buy |
2,614,159
+21,310
| +0.8% | +$2.4M | 0.84% | 34 |
|
|
2018
Q2 | $270M | Buy |
2,592,849
+1,714
| +0.1% | +$179K | 0.83% | 35 |
|
|
2018
Q1 | $285M | Sell |
2,591,135
-101,182
| -4% | -$11.1M | 0.92% | 34 |
|
|
2017
Q4 | $288M | Sell |
2,692,317
-61,412
| -2% | -$6.57M | 0.91% | 32 |
|
|
2017
Q3 | $263M | Sell |
2,753,729
-626,550
| -19% | -$59.8M | 0.87% | 33 |
|
|
2017
Q2 | $309M | Buy |
3,380,279
+542,666
| +19% | +$49.6M | 0.94% | 33 |
|
|
2017
Q1 | $249M | Buy |
2,837,613
+83,063
| +3% | +$7.3M | 0.85% | 38 |
|
|
2016
Q4 | $238M | Buy |
2,754,550
+28,974
| +1% | +$2.5M | 0.85% | 36 |
|
|
2016
Q3 | $181M | Sell |
2,725,576
-64,863
| -2% | -$4.32M | 0.62% | 42 |
|
|
2016
Q2 | $173M | Sell |
2,790,439
-28,349
| -1% | -$1.76M | 0.61% | 42 |
|
|
2016
Q1 | $167M | Sell |
2,818,788
-101,269
| -3% | -$6M | 0.58% | 44 |
|
|
2015
Q4 | $193M | Sell |
2,920,057
-87,322
| -3% | -$5.77M | 0.65% | 41 |
|
|
2015
Q3 | $183M | Buy |
3,007,379
+54,251
| +2% | +$3.31M | 0.65% | 40 |
|
|
2015
Q2 | $200M | Buy |
2,953,128
+6,969
| +0.2% | +$472K | 0.65% | 39 |
|
|
2015
Q1 | $178M | Sell |
2,946,159
-111,127
| -4% | -$6.73M | 0.57% | 40 |
|
|
2014
Q4 | $191M | Buy |
3,057,286
+63,917
| +2% | +$4M | 0.6% | 41 |
|
|
2014
Q3 | $180M | Buy |
2,993,369
+234,176
| +8% | +$14.1M | 0.58% | 40 |
|
|
2014
Q2 | $159M | Buy |
2,759,193
+290,931
| +12% | +$16.8M | 0.5% | 39 |
|
|
2014
Q1 | $150M | Buy |
2,468,262
+812,044
| +49% | +$49.3M | 0.48% | 39 |
|
|
2013
Q4 | $96.9M | Buy |
1,656,218
+23,732
| +1% | +$1.39M | 0.31% | 49 |
|
|
2013
Q3 | $84.4M | Buy |
1,632,486
+70,428
| +5% | +$3.64M | 0.3% | 49 |
|
|
2013
Q2 | $82.5M | Buy |
+1,562,058
| New | +$82.5M | 0.33% | 51 |
|