Brown Brothers Harriman & Co’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 | $33.7M | Buy |
116,234
+6,531
| +6% | +$1.89M | 0.22% | 80 |
|
|
2025
Q1 | $26.9M | Sell |
109,703
-2,167
| -2% | -$532K | 0.19% | 82 |
|
|
2024
Q4 | $26.8M | Buy |
111,870
+6,553
| +6% | +$1.57M | 0.19% | 79 |
|
|
2024
Q3 | $22.2M | Buy |
105,317
+4,497
| +4% | +$948K | 0.15% | 87 |
|
|
2024
Q2 | $20.4M | Buy |
100,820
+6,151
| +6% | +$1.24M | 0.15% | 80 |
|
|
2024
Q1 | $19M | Buy |
94,669
+3,519
| +4% | +$705K | 0.15% | 82 |
|
|
2023
Q4 | $15.5M | Sell |
91,150
-10,506
| -10% | -$1.79M | 0.13% | 77 |
|
|
2023
Q3 | $14.7M | Buy |
101,656
+2,256
| +2% | +$327K | 0.13% | 73 |
|
|
2023
Q2 | $14.5M | Sell |
99,400
-6,645
| -6% | -$966K | 0.12% | 70 |
|
|
2023
Q1 | $13.8M | Buy |
106,045
+165
| +0.2% | +$21.5K | 0.12% | 68 |
|
|
2022
Q4 | $14.2M | Buy |
105,880
+20,513
| +24% | +$2.75M | 0.12% | 66 |
|
|
2022
Q3 | $8.92M | Sell |
85,367
-2,545
| -3% | -$266K | 0.08% | 80 |
|
|
2022
Q2 | $9.9M | Sell |
87,912
-814
| -0.9% | -$91.7K | 0.08% | 75 |
|
|
2022
Q1 | $12.1M | Buy |
88,726
+628
| +0.7% | +$85.6K | 0.09% | 80 |
|
|
2021
Q4 | $14K | Buy |
88,098
+7,040
| +9% | +$1.12K | 0.08% | 77 |
|
|
2021
Q3 | $13.3K | Sell |
81,058
-7,045
| -8% | -$1.15K | 0.08% | 74 |
|
|
2021
Q2 | $13.7K | Buy |
88,103
+3,663
| +4% | +$570 | 0.08% | 76 |
|
|
2021
Q1 | $12.9K | Sell |
84,440
-33,664
| -29% | -$5.13K | 0.08% | 78 |
|
|
2020
Q4 | $15M | Buy |
118,104
+8,624
| +8% | +$1.1M | 0.1% | 69 |
|
|
2020
Q3 | $10.5M | Sell |
109,480
-1,154
| -1% | -$111K | 0.08% | 77 |
|
|
2020
Q2 | $10.4M | Sell |
110,634
-19,232
| -15% | -$1.81M | 0.08% | 75 |
|
|
2020
Q1 | $11.7M | Sell |
129,866
-2,657
| -2% | -$239K | 0.1% | 73 |
|
|
2019
Q4 | $18.5M | Sell |
132,523
-154
| -0.1% | -$21.5K | 0.12% | 70 |
|
|
2019
Q3 | $15.6M | Buy |
132,677
+23,168
| +21% | +$2.73M | 0.1% | 73 |
|
|
2019
Q2 | $12.2M | Sell |
109,509
-14,751
| -12% | -$1.65M | 0.08% | 78 |
|
|
2019
Q1 | $12.6M | Buy |
124,260
+62,823
| +102% | +$6.36M | 0.09% | 76 |
|
|
2018
Q4 | $6M | Buy |
61,437
+7,121
| +13% | +$695K | 0.05% | 96 |
|
|
2018
Q3 | $6.13M | Buy |
54,316
+15,218
| +39% | +$1.72M | 0.04% | 93 |
|
|
2018
Q2 | $4.07M | Buy |
39,098
+3,191
| +9% | +$333K | 0.03% | 106 |
|
|
2018
Q1 | $3.95M | Sell |
35,907
-5,967
| -14% | -$656K | 0.02% | 105 |
|
|
2017
Q4 | $4.48M | Buy |
41,874
+3,473
| +9% | +$371K | 0.02% | 100 |
|
|
2017
Q3 | $3.67M | Sell |
38,401
-4,779
| -11% | -$456K | 0.02% | 104 |
|
|
2017
Q2 | $3.95M | Sell |
43,180
-410
| -0.9% | -$37.5K | 0.02% | 96 |
|
|
2017
Q1 | $3.83M | Sell |
43,590
-96
| -0.2% | -$8.43K | 0.02% | 99 |
|
|
2016
Q4 | $3.77M | Sell |
43,686
-664
| -1% | -$57.3K | 0.02% | 100 |
|
|
2016
Q3 | $2.95M | Sell |
44,350
-8,045
| -15% | -$536K | 0.02% | 113 |
|
|
2016
Q2 | $3.26M | Buy |
52,395
+2,093
| +4% | +$130K | 0.02% | 114 |
|
|
2016
Q1 | $2.98M | Sell |
50,302
-158
| -0.3% | -$9.36K | 0.02% | 121 |
|
|
2015
Q4 | $3.33M | Buy |
50,460
+6,540
| +15% | +$432K | 0.02% | 116 |
|
|
2015
Q3 | $2.68M | Sell |
43,920
-6,142
| -12% | -$375K | 0.01% | 128 |
|
|
2015
Q2 | $3.39M | Sell |
50,062
-5,804
| -10% | -$393K | 0.02% | 119 |
|
|
2015
Q1 | $3.38M | Buy |
55,866
+1,760
| +3% | +$107K | 0.02% | 120 |
|
|
2014
Q4 | $3.39M | Buy |
54,106
+3,475
| +7% | +$217K | 0.01% | 125 |
|
|
2014
Q3 | $3.05M | Sell |
50,631
-7,154
| -12% | -$431K | 0.01% | 132 |
|
|
2014
Q2 | $3.33M | Sell |
57,785
-7,220
| -11% | -$416K | 0.01% | 133 |
|
|
2014
Q1 | $3.95M | Buy |
65,005
+408
| +0.6% | +$24.8K | 0.02% | 112 |
|
|
2013
Q4 | $3.78M | Buy |
64,597
+16
| +0% | +$936 | 0.02% | 114 |
|
|
2013
Q3 | $3.34M | Sell |
64,581
-25,564
| -28% | -$1.32M | 0.02% | 117 |
|
|
2013
Q2 | $4.76M | Buy |
+90,145
| New | +$4.76M | 0.02% | 114 |
|