CCM
Chilton Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.2M | Buy |
224,912
+16,550
| +8% | +$4.8M | 2.38% | 9 |
|
|
2025
Q1 | $51.1M | Sell |
208,362
-3,252
| -2% | -$798K | 2.21% | 9 |
|
|
2024
Q4 | $50.7M | Sell |
211,614
-1,282
| -0.6% | -$307K | 2.13% | 9 |
|
|
2024
Q3 | $44.9M | Buy |
212,896
+6,518
| +3% | +$1.37M | 1.86% | 9 |
|
|
2024
Q2 | $41.7M | Buy |
206,378
+14,984
| +8% | +$3.03M | 1.87% | 9 |
|
|
2024
Q1 | $38.3M | Sell |
191,394
-1,661
| -0.9% | -$333K | 1.81% | 8 |
|
|
2023
Q4 | $32.8M | Sell |
193,055
-716
| -0.4% | -$122K | 1.67% | 11 |
|
|
2023
Q3 | $28.1M | Sell |
193,771
-3,606
| -2% | -$523K | 1.58% | 12 |
|
|
2023
Q2 | $28.7M | Sell |
197,377
-2,650
| -1% | -$385K | 1.57% | 13 |
|
|
2023
Q1 | $26.1M | Sell |
200,027
-11,339
| -5% | -$1.48M | 1.5% | 15 |
|
|
2022
Q4 | $28.3M | Sell |
211,366
-4,883
| -2% | -$655K | 1.76% | 11 |
|
|
2022
Q3 | $22.6M | Buy |
216,249
+417
| +0.2% | +$43.6K | 1.5% | 14 |
|
|
2022
Q2 | $24.3M | Sell |
215,832
-46,496
| -18% | -$5.24M | 1.48% | 14 |
|
|
2022
Q1 | $35.8M | Buy |
262,328
+3,272
| +1% | +$446K | 1.87% | 10 |
|
|
2021
Q4 | $41M | Buy |
259,056
+4,038
| +2% | +$639K | 2.08% | 8 |
|
|
2021
Q3 | $41.7M | Buy |
255,018
+1,666
| +0.7% | +$273K | 2.34% | 6 |
|
|
2021
Q2 | $39.4M | Buy |
253,352
+11,477
| +5% | +$1.79M | 2.26% | 7 |
|
|
2021
Q1 | $36.8M | Sell |
241,875
-55
| -0% | -$8.37K | 2.45% | 5 |
|
|
2020
Q4 | $30.7M | Sell |
241,930
-1,579
| -0.6% | -$201K | 2.2% | 6 |
|
|
2020
Q3 | $23.4M | Buy |
243,509
+14,721
| +6% | +$1.42M | 1.82% | 11 |
|
|
2020
Q2 | $21.5M | Buy |
228,788
+34,229
| +18% | +$3.22M | 1.84% | 13 |
|
|
2020
Q1 | $17.5M | Buy |
194,559
+14,156
| +8% | +$1.27M | 1.76% | 11 |
|
|
2019
Q4 | $25.1M | Sell |
180,403
-4,657
| -3% | -$649K | 2% | 5 |
|
|
2019
Q3 | $21.8M | Sell |
185,060
-4,779
| -3% | -$562K | 1.79% | 9 |
|
|
2019
Q2 | $21.2M | Buy |
189,839
+74
| +0% | +$8.27K | 1.82% | 8 |
|
|
2019
Q1 | $19.2M | Buy |
189,765
+789
| +0.4% | +$79.9K | 1.7% | 12 |
|
|
2018
Q4 | $18.4M | Buy |
188,976
+2,871
| +2% | +$280K | 1.79% | 11 |
|
|
2018
Q3 | $21M | Buy |
186,105
+1,125
| +0.6% | +$127K | 1.74% | 11 |
|
|
2018
Q2 | $19.3M | Buy |
184,980
+4,613
| +3% | +$480K | 1.66% | 14 |
|
|
2018
Q1 | $19.8M | Buy |
180,367
+23,005
| +15% | +$2.53M | 1.79% | 12 |
|
|
2017
Q4 | $16.8M | Sell |
157,362
-3,305
| -2% | -$353K | 1.54% | 17 |
|
|
2017
Q3 | $15.3M | Sell |
160,667
-3,207
| -2% | -$306K | 1.48% | 17 |
|
|
2017
Q2 | $15M | Buy |
163,874
+143,817
| +717% | +$13.1M | 1.65% | 16 |
|
|
2017
Q1 | $1.76M | Buy |
20,057
+826
| +4% | +$72.6K | 0.17% | 88 |
|
|
2016
Q4 | $1.66M | Sell |
19,231
-37
| -0.2% | -$3.19K | 0.17% | 89 |
|
|
2016
Q3 | $1.28M | Buy |
19,268
+500
| +3% | +$33.3K | 0.13% | 93 |
|
|
2016
Q2 | $1.17M | Buy |
18,768
+45
| +0.2% | +$2.8K | 0.11% | 99 |
|
|
2016
Q1 | $1.11M | Buy |
18,723
+2,468
| +15% | +$146K | 0.11% | 107 |
|
|
2015
Q4 | $1.07M | Buy |
16,255
+2,500
| +18% | +$165K | 0.11% | 112 |
|
|
2015
Q3 | $839K | Hold |
13,755
| – | – | 0.09% | 112 |
|
|
2015
Q2 | $932K | Sell |
13,755
-617
| -4% | -$41.8K | 0.09% | 117 |
|
|
2015
Q1 | $871K | Sell |
14,372
-63
| -0.4% | -$3.82K | 0.09% | 120 |
|
|
2014
Q4 | $903K | Buy |
14,435
+251
| +2% | +$15.7K | 0.09% | 123 |
|
|
2014
Q3 | $854K | Sell |
14,184
-69
| -0.5% | -$4.15K | 0.09% | 123 |
|
|
2014
Q2 | $821K | Buy |
14,253
+3,276
| +30% | +$189K | 0.08% | 126 |
|
|
2014
Q1 | $666K | Sell |
10,977
-203
| -2% | -$12.3K | 0.07% | 127 |
|
|
2013
Q4 | $654K | Sell |
11,180
-200
| -2% | -$11.7K | 0.07% | 133 |
|
|
2013
Q3 | $588K | Hold |
11,380
| – | – | 0.07% | 137 |
|
|
2013
Q2 | $601K | Buy |
+11,380
| New | +$601K | 0.07% | 135 |
|