CIA
Choate Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9M | Buy |
127,335
+5,034
| +4% | +$1.46M | 0.8% | 18 |
|
|
2025
Q1 | $30M | Sell |
122,301
-3,411
| -3% | -$837K | 0.75% | 23 |
|
|
2024
Q4 | $30.1M | Buy |
125,712
+12,805
| +11% | +$3.07M | 0.72% | 18 |
|
|
2024
Q3 | $23.8M | Buy |
112,907
+997
| +0.9% | +$210K | 0.61% | 25 |
|
|
2024
Q2 | $22.6M | Sell |
111,910
-4,600
| -4% | -$930K | 0.59% | 22 |
|
|
2024
Q1 | $23.3M | Sell |
116,510
-8,970
| -7% | -$1.8M | 0.63% | 20 |
|
|
2023
Q4 | $21.3M | Buy |
125,480
+6,836
| +6% | +$1.16M | 0.66% | 20 |
|
|
2023
Q3 | $17.2M | Buy |
118,644
+11,754
| +11% | +$1.7M | 0.67% | 17 |
|
|
2023
Q2 | $15.5M | Buy |
106,890
+9,368
| +10% | +$1.36M | 0.65% | 14 |
|
|
2023
Q1 | $12.7M | Buy |
97,522
+4,991
| +5% | +$650K | 0.61% | 15 |
|
|
2022
Q4 | $12.4M | Buy |
92,531
+5,636
| +6% | +$756K | 0.75% | 14 |
|
|
2022
Q3 | $9.08M | Sell |
86,895
-925
| -1% | -$96.7K | 0.6% | 21 |
|
|
2022
Q2 | $9.89M | Sell |
87,820
-170
| -0.2% | -$19.1K | 0.6% | 20 |
|
|
2022
Q1 | $12M | Sell |
87,990
-2,453
| -3% | -$334K | 0.64% | 17 |
|
|
2021
Q4 | $14.3M | Sell |
90,443
-1,975
| -2% | -$313K | 0.84% | 13 |
|
|
2021
Q3 | $15.1M | Sell |
92,418
-1,468
| -2% | -$240K | 0.97% | 10 |
|
|
2021
Q2 | $14.6M | Sell |
93,886
-3,489
| -4% | -$543K | 0.89% | 10 |
|
|
2021
Q1 | $14.8M | Buy |
97,375
+80
| +0.1% | +$12.2K | 0.92% | 10 |
|
|
2020
Q4 | $12.4M | Sell |
97,295
-1,704
| -2% | -$217K | 0.75% | 12 |
|
|
2020
Q3 | $9.53M | Sell |
98,999
-1,431
| -1% | -$138K | 0.62% | 16 |
|
|
2020
Q2 | $9.45M | Buy |
100,430
+153
| +0.2% | +$14.4K | 0.69% | 15 |
|
|
2020
Q1 | $9.03M | Buy |
100,277
+1,157
| +1% | +$104K | 0.72% | 15 |
|
|
2019
Q4 | $13.8M | Sell |
99,120
-130
| -0.1% | -$18.1K | 0.84% | 18 |
|
|
2019
Q3 | $11.7M | Sell |
99,250
-989
| -1% | -$116K | 0.72% | 19 |
|
|
2019
Q2 | $11.2M | Sell |
100,239
-2,209
| -2% | -$247K | 0.67% | 22 |
|
|
2019
Q1 | $10.4M | Buy |
102,448
+1,984
| +2% | +$201K | 0.61% | 22 |
|
|
2018
Q4 | $9.81M | Sell |
100,464
-3,957
| -4% | -$386K | 0.63% | 24 |
|
|
2018
Q3 | $11.8M | Sell |
104,421
-2,737
| -3% | -$309K | 0.65% | 17 |
|
|
2018
Q2 | $11.2M | Buy |
107,158
+573
| +0.5% | +$59.7K | 0.65% | 21 |
|
|
2018
Q1 | $11.7M | Sell |
106,585
-2,552
| -2% | -$281K | 0.63% | 25 |
|
|
2017
Q4 | $11.7M | Sell |
109,137
-1,356
| -1% | -$145K | 0.6% | 25 |
|
|
2017
Q3 | $10.6M | Sell |
110,493
-1,115
| -1% | -$106K | 0.57% | 26 |
|
|
2017
Q2 | $10.2M | Sell |
111,608
-3,106
| -3% | -$284K | 0.58% | 28 |
|
|
2017
Q1 | $10.1M | Sell |
114,714
-1,330
| -1% | -$117K | 0.59% | 28 |
|
|
2016
Q4 | $10M | Sell |
116,044
-1,086
| -0.9% | -$93.7K | 0.63% | 24 |
|
|
2016
Q3 | $7.8M | Sell |
117,130
-6,961
| -6% | -$464K | 0.51% | 25 |
|
|
2016
Q2 | $7.71M | Sell |
124,091
-1,846
| -1% | -$115K | 0.53% | 25 |
|
|
2016
Q1 | $7.46M | Sell |
125,937
-62
| -0% | -$3.67K | 0.52% | 26 |
|
|
2015
Q4 | $7.89M | Sell |
125,999
-102
| -0.1% | -$6.38K | 0.57% | 27 |
|
|
2015
Q3 | $7.69M | Buy |
126,101
+4,373
| +4% | +$267K | 0.53% | 21 |
|
|
2015
Q2 | $8.24M | Sell |
121,728
-3,237
| -3% | -$219K | 0.48% | 21 |
|
|
2015
Q1 | $7.57M | Sell |
124,965
-1,034
| -0.8% | -$62.6K | 0.43% | 27 |
|
|
2014
Q4 | $7.89M | Sell |
125,999
-6,471
| -5% | -$405K | 0.46% | 27 |
|
|
2014
Q3 | $7.98M | Sell |
132,470
-83,953
| -39% | -$5.06M | 0.48% | 24 |
|
|
2014
Q2 | $12.5M | Buy |
216,423
+76,934
| +55% | +$4.43M | 0.73% | 19 |
|
|
2014
Q1 | $8.47M | Sell |
139,489
-1,287
| -0.9% | -$78.1K | 0.53% | 23 |
|
|
2013
Q4 | $8.23M | Sell |
140,776
-2,895
| -2% | -$169K | 0.54% | 25 |
|
|
2013
Q3 | $7.43M | Buy |
143,671
+2,217
| +2% | +$115K | 0.55% | 25 |
|
|
2013
Q2 | $7.47M | Buy |
+141,454
| New | +$7.47M | 0.6% | 25 |
|