Clarkston Capital Partners’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 | $622K | Buy |
2,145
+7
| +0.3% | +$2.03K | 0.01% | 119 |
|
|
2025
Q1 | $524K | Buy |
2,138
+365
| +21% | +$89.5K | 0.01% | 117 |
|
|
2024
Q4 | $425K | Sell |
1,773
-193
| -10% | -$46.3K | 0.01% | 125 |
|
|
2024
Q3 | $415K | Hold |
1,966
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $398K | Hold |
1,966
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $394K | Hold |
1,966
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $334K | Hold |
1,966
| – | – | 0.01% | 126 |
|
|
2023
Q3 | $285K | Hold |
1,966
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $286K | Hold |
1,966
| – | – | 0.01% | 134 |
|
|
2023
Q1 | $256K | Buy |
1,966
+25
| +1% | +$3.26K | ﹤0.01% | 135 |
|
|
2022
Q4 | $260K | Sell |
1,941
-15,000
| -89% | -$2.01M | ﹤0.01% | 145 |
|
|
2022
Q3 | $1.77M | Buy |
16,941
+14,550
| +609% | +$1.52M | 0.03% | 74 |
|
|
2022
Q2 | $269K | Buy |
+2,391
| New | +$269K | ﹤0.01% | 151 |
|
|
2021
Q3 | – | Sell |
-1,525
| Closed | -$237K | – | 184 |
|
|
2021
Q2 | $237K | Sell |
1,525
-165
| -10% | -$25.6K | ﹤0.01% | 137 |
|
|
2021
Q1 | $257K | Buy |
+1,690
| New | +$257K | ﹤0.01% | 132 |
|
|
2020
Q1 | – | Sell |
-1,777
| Closed | -$248K | – | 118 |
|
|
2019
Q4 | $248K | Hold |
1,777
| – | – | 0.01% | 89 |
|
|
2019
Q3 | $209K | Sell |
1,777
-668
| -27% | -$78.6K | 0.01% | 92 |
|
|
2019
Q2 | $273K | Sell |
2,445
-403
| -14% | -$45K | 0.01% | 88 |
|
|
2019
Q1 | $288K | Sell |
2,848
-645
| -18% | -$65.2K | 0.01% | 87 |
|
|
2018
Q4 | $341K | Sell |
3,493
-1,809
| -34% | -$177K | 0.01% | 82 |
|
|
2018
Q3 | $598K | Hold |
5,302
| – | – | 0.02% | 70 |
|
|
2018
Q2 | $552K | Hold |
5,302
| – | – | 0.02% | 68 |
|
|
2018
Q1 | $583K | Sell |
5,302
-251
| -5% | -$27.6K | 0.02% | 67 |
|
|
2017
Q4 | $594K | Sell |
5,553
-250
| -4% | -$26.7K | 0.02% | 67 |
|
|
2017
Q3 | $554K | Buy |
5,803
+251
| +5% | +$24K | 0.02% | 70 |
|
|
2017
Q2 | $507K | Buy |
5,552
+2,048
| +58% | +$187K | 0.02% | 70 |
|
|
2017
Q1 | $308K | Buy |
+3,504
| New | +$308K | 0.01% | 84 |
|
|
2016
Q1 | – | Sell |
-5,843
| Closed | -$386K | – | 130 |
|
|
2015
Q4 | $386K | Sell |
5,843
-100
| -2% | -$6.61K | 0.03% | 105 |
|
|
2015
Q3 | $362K | Hold |
5,943
| – | – | 0.03% | 111 |
|
|
2015
Q2 | $403K | Buy |
5,943
+2,456
| +70% | +$167K | 0.04% | 114 |
|
|
2015
Q1 | $211K | Buy |
+3,487
| New | +$211K | 0.02% | 131 |
|