CTA
Chesley Taft & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3M | Sell |
170,147
-1,208
| -0.7% | -$350K | 2.2% | 9 |
|
|
2025
Q1 | $42M | Buy |
171,355
+810
| +0.5% | +$199K | 2.03% | 10 |
|
|
2024
Q4 | $40.9M | Sell |
170,545
-2,787
| -2% | -$668K | 1.9% | 12 |
|
|
2024
Q3 | $36.5M | Sell |
173,332
-32,614
| -16% | -$6.88M | 1.74% | 12 |
|
|
2024
Q2 | $41.7M | Buy |
205,946
+2,029
| +1% | +$410K | 2.09% | 9 |
|
|
2024
Q1 | $40.8M | Sell |
203,917
-303
| -0.1% | -$60.7K | 2.09% | 10 |
|
|
2023
Q4 | $34.7M | Sell |
204,220
-850
| -0.4% | -$145K | 1.95% | 11 |
|
|
2023
Q3 | $29.7M | Sell |
205,070
-680
| -0.3% | -$98.6K | 1.93% | 9 |
|
|
2023
Q2 | $29.9M | Sell |
205,750
-1,706
| -0.8% | -$248K | 1.83% | 10 |
|
|
2023
Q1 | $27M | Sell |
207,456
-1,081
| -0.5% | -$141K | 1.77% | 10 |
|
|
2022
Q4 | $28M | Buy |
208,537
+699
| +0.3% | +$93.7K | 1.93% | 9 |
|
|
2022
Q3 | $21.7M | Sell |
207,838
-739
| -0.4% | -$77.2K | 1.6% | 16 |
|
|
2022
Q2 | $23.5M | Sell |
208,577
-693
| -0.3% | -$78K | 1.6% | 15 |
|
|
2022
Q1 | $27.5M | Sell |
209,270
-283
| -0.1% | -$37.2K | 1.61% | 13 |
|
|
2021
Q4 | $33.2M | Buy |
209,553
+2,284
| +1% | +$362K | 1.72% | 14 |
|
|
2021
Q3 | $33.9M | Buy |
207,269
+1,765
| +0.9% | +$289K | 1.93% | 10 |
|
|
2021
Q2 | $32M | Buy |
205,504
+165
| +0.1% | +$25.7K | 1.84% | 12 |
|
|
2021
Q1 | $31.5M | Buy |
205,339
+48,257
| +31% | +$7.41M | 1.88% | 11 |
|
|
2020
Q4 | $20M | Sell |
157,082
-32,920
| -17% | -$4.18M | 1.28% | 22 |
|
|
2020
Q3 | $18.3M | Sell |
190,002
-7,592
| -4% | -$731K | 1.3% | 20 |
|
|
2020
Q2 | $18.6M | Buy |
197,594
+4,358
| +2% | +$410K | 1.41% | 18 |
|
|
2020
Q1 | $17.4M | Sell |
193,236
-371
| -0.2% | -$33.4K | 1.58% | 15 |
|
|
2019
Q4 | $27M | Buy |
193,607
+2,308
| +1% | +$322K | 1.94% | 12 |
|
|
2019
Q3 | $22.5M | Sell |
191,299
-49,313
| -20% | -$5.8M | 1.74% | 17 |
|
|
2019
Q2 | $26.9M | Buy |
240,612
+49,402
| +26% | +$5.52M | 2.1% | 11 |
|
|
2019
Q1 | $19.4M | Buy |
191,210
+6,793
| +4% | +$688K | 1.61% | 17 |
|
|
2018
Q4 | $18M | Buy |
184,417
+2,010
| +1% | +$196K | 1.74% | 12 |
|
|
2018
Q3 | $20.6M | Buy |
182,407
+767
| +0.4% | +$86.5K | 1.64% | 13 |
|
|
2018
Q2 | $18.9M | Buy |
181,640
+1,946
| +1% | +$203K | 1.63% | 14 |
|
|
2018
Q1 | $19.8M | Sell |
179,694
-614
| -0.3% | -$67.5K | 1.76% | 9 |
|
|
2017
Q4 | $19.3M | Buy |
180,308
+450
| +0.3% | +$48.1K | 1.63% | 10 |
|
|
2017
Q3 | $17.2M | Buy |
179,858
+6,187
| +4% | +$591K | 1.48% | 13 |
|
|
2017
Q2 | $15.9M | Buy |
173,671
+80,939
| +87% | +$7.4M | 1.43% | 15 |
|
|
2017
Q1 | $8.15M | Sell |
92,732
-4,855
| -5% | -$426K | 0.77% | 41 |
|
|
2016
Q4 | $8.42M | Buy |
97,587
+3,574
| +4% | +$308K | 0.83% | 39 |
|
|
2016
Q3 | $6.26M | Buy |
94,013
+596
| +0.6% | +$39.7K | 0.63% | 49 |
|
|
2016
Q2 | $5.81M | Buy |
93,417
+580
| +0.6% | +$36K | 0.6% | 50 |
|
|
2016
Q1 | $5.5M | Buy |
92,837
+4,458
| +5% | +$264K | 0.58% | 55 |
|
|
2015
Q4 | $5.84M | Sell |
88,379
-4,233
| -5% | -$280K | 0.61% | 55 |
|
|
2015
Q3 | $5.65M | Buy |
92,612
+875
| +1% | +$53.4K | 0.62% | 55 |
|
|
2015
Q2 | $6.22M | Buy |
91,737
+76
| +0.1% | +$5.15K | 0.63% | 54 |
|
|
2015
Q1 | $5.55M | Sell |
91,661
-2,005
| -2% | -$121K | 0.57% | 59 |
|
|
2014
Q4 | $5.86M | Sell |
93,666
-215
| -0.2% | -$13.5K | 0.59% | 56 |
|
|
2014
Q3 | $5.66M | Sell |
93,881
-9,545
| -9% | -$575K | 0.59% | 61 |
|
|
2014
Q2 | $5.96M | Buy |
103,426
+821
| +0.8% | +$47.3K | 0.62% | 59 |
|
|
2014
Q1 | $6.23M | Buy |
102,605
+880
| +0.9% | +$53.4K | 0.67% | 55 |
|
|
2013
Q4 | $5.95M | Sell |
101,725
-7,377
| -7% | -$431K | 0.59% | 61 |
|
|
2013
Q3 | $5.64M | Buy |
109,102
+74
| +0.1% | +$3.83K | 0.61% | 55 |
|
|
2013
Q2 | $5.76M | Buy |
+109,028
| New | +$5.76M | 0.67% | 50 |
|