Callahan Advisors’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 | $28.7M | Sell |
99,012
-1,531
| -2% | -$444K | 2.58% | 7 |
|
|
2025
Q1 | $24.7M | Sell |
100,543
-7,572
| -7% | -$1.86M | 2.35% | 9 |
|
|
2024
Q4 | $25.9M | Sell |
108,115
-7,672
| -7% | -$1.84M | 2.44% | 8 |
|
|
2024
Q3 | $24.4M | Sell |
115,787
-9,315
| -7% | -$1.96M | 2.38% | 10 |
|
|
2024
Q2 | $25.3M | Sell |
125,102
-8,843
| -7% | -$1.79M | 2.63% | 6 |
|
|
2024
Q1 | $26.8M | Sell |
133,945
-4,976
| -4% | -$997K | 2.81% | 6 |
|
|
2023
Q4 | $23.6M | Buy |
138,921
+1,361
| +1% | +$232K | 2.74% | 6 |
|
|
2023
Q3 | $19.9M | Buy |
137,560
+362
| +0.3% | +$52.5K | 2.51% | 8 |
|
|
2023
Q2 | $20M | Buy |
137,198
+4,569
| +3% | +$665K | 2.42% | 8 |
|
|
2023
Q1 | $17.3M | Sell |
132,629
-529
| -0.4% | -$68.9K | 2.23% | 10 |
|
|
2022
Q4 | $17.9M | Buy |
133,158
+811
| +0.6% | +$109K | 2.44% | 9 |
|
|
2022
Q3 | $13.8M | Buy |
132,347
+1,152
| +0.9% | +$120K | 1.99% | 16 |
|
|
2022
Q2 | $14.8M | Buy |
131,195
+2,201
| +2% | +$248K | 1.97% | 13 |
|
|
2022
Q1 | $17.6M | Buy |
128,994
+2,574
| +2% | +$351K | 2.01% | 12 |
|
|
2021
Q4 | $20M | Buy |
126,420
+1,761
| +1% | +$279K | 2.25% | 9 |
|
|
2021
Q3 | $20.4M | Buy |
124,659
+1,517
| +1% | +$248K | 2.57% | 5 |
|
|
2021
Q2 | $19.2M | Sell |
123,142
-484
| -0.4% | -$75.3K | 2.43% | 6 |
|
|
2021
Q1 | $18.8M | Sell |
123,626
-1,181
| -0.9% | -$180K | 2.55% | 6 |
|
|
2020
Q4 | $15.9M | Buy |
124,807
+470
| +0.4% | +$59.7K | 2.32% | 9 |
|
|
2020
Q3 | $12M | Sell |
124,337
-1,760
| -1% | -$169K | 1.96% | 18 |
|
|
2020
Q2 | $11.9M | Sell |
126,097
-1,311
| -1% | -$123K | 2.1% | 16 |
|
|
2020
Q1 | $11.5M | Sell |
127,408
-5,525
| -4% | -$497K | 2.41% | 10 |
|
|
2019
Q4 | $18.5M | Buy |
132,933
+212
| +0.2% | +$29.6K | 2.97% | 3 |
|
|
2019
Q3 | $15.6M | Buy |
132,721
+2,062
| +2% | +$243K | 2.73% | 6 |
|
|
2019
Q2 | $14.6M | Sell |
130,659
-596
| -0.5% | -$66.6K | 2.62% | 5 |
|
|
2019
Q1 | $13.3M | Buy |
131,255
+3,224
| +3% | +$326K | 2.47% | 6 |
|
|
2018
Q4 | $12.5M | Buy |
128,031
+263
| +0.2% | +$25.7K | 2.67% | 8 |
|
|
2018
Q3 | $14.4M | Sell |
127,768
-259
| -0.2% | -$29.2K | 2.67% | 5 |
|
|
2018
Q2 | $13.3M | Sell |
128,027
-4
| -0% | -$417 | 2.63% | 5 |
|
|
2018
Q1 | $14.1M | Sell |
128,031
-4,188
| -3% | -$461K | 2.89% | 4 |
|
|
2017
Q4 | $14.1M | Sell |
132,219
-4,651
| -3% | -$497K | 2.81% | 5 |
|
|
2017
Q3 | $13.1M | Sell |
136,870
-1,132
| -0.8% | -$108K | 2.75% | 5 |
|
|
2017
Q2 | $12.6M | Sell |
138,002
-918
| -0.7% | -$83.9K | 2.75% | 3 |
|
|
2017
Q1 | $12.2M | Sell |
138,920
-2,153
| -2% | -$189K | 2.75% | 3 |
|
|
2016
Q4 | $12.2M | Buy |
141,073
+3,140
| +2% | +$271K | 2.93% | 3 |
|
|
2016
Q3 | $9.19M | Buy |
137,933
+3,504
| +3% | +$233K | 2.3% | 11 |
|
|
2016
Q2 | $8.35M | Buy |
134,429
+1,261
| +0.9% | +$78.4K | 2.19% | 12 |
|
|
2016
Q1 | $7.89M | Buy |
133,168
+5,728
| +4% | +$339K | 2.16% | 14 |
|
|
2015
Q4 | $8.42M | Buy |
127,440
+4,928
| +4% | +$325K | 2.4% | 11 |
|
|
2015
Q3 | $7.47M | Buy |
122,512
+6,859
| +6% | +$418K | 2.29% | 10 |
|
|
2015
Q2 | $7.84M | Buy |
115,653
+8,381
| +8% | +$568K | 2.26% | 7 |
|
|
2015
Q1 | $6.5M | Buy |
107,272
+6,259
| +6% | +$379K | 1.89% | 14 |
|
|
2014
Q4 | $6.32M | Buy |
101,013
+11,792
| +13% | +$738K | 1.86% | 13 |
|
|
2014
Q3 | $5.38M | Buy |
89,221
+1,045
| +1% | +$63K | 1.67% | 16 |
|
|
2014
Q2 | $5.08M | Buy |
88,176
+2,645
| +3% | +$152K | 1.61% | 19 |
|
|
2014
Q1 | $5.19M | Buy |
85,531
+3,828
| +5% | +$232K | 1.77% | 14 |
|
|
2013
Q4 | $4.78M | Buy |
81,703
+3,243
| +4% | +$190K | 1.67% | 17 |
|
|
2013
Q3 | $4.06M | Buy |
78,460
+1,674
| +2% | +$86.5K | 1.55% | 23 |
|
|
2013
Q2 | $4.05M | Buy |
+76,786
| New | +$4.05M | 1.66% | 19 |
|