Cobblestone Capital 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 | $5.61M | Buy |
19,360
+1,448
| +8% | +$420K | 0.29% | 53 |
|
|
2025
Q1 | $4.39M | Sell |
17,912
-1,864
| -9% | -$457K | 0.24% | 57 |
|
|
2024
Q4 | $4.74M | Buy |
19,776
+196
| +1% | +$47K | 0.26% | 52 |
|
|
2024
Q3 | $4.13M | Sell |
19,580
-43
| -0.2% | -$9.07K | 0.23% | 56 |
|
|
2024
Q2 | $3.97M | Sell |
19,623
-590
| -3% | -$119K | 0.24% | 54 |
|
|
2024
Q1 | $4.05M | Hold |
20,213
| – | – | 0.25% | 52 |
|
|
2023
Q4 | $3.44M | Sell |
20,213
-443
| -2% | -$75.4K | 0.23% | 57 |
|
|
2023
Q3 | $3M | Buy |
20,656
+299
| +1% | +$43.4K | 0.22% | 53 |
|
|
2023
Q2 | $2.96M | Sell |
20,357
-1
| -0% | -$145 | 0.21% | 56 |
|
|
2023
Q1 | $2.65M | Sell |
20,358
-1,325
| -6% | -$173K | 0.2% | 59 |
|
|
2022
Q4 | $2.91M | Buy |
21,683
+886
| +4% | +$119K | 0.22% | 59 |
|
|
2022
Q3 | $2.17M | Sell |
20,797
-359
| -2% | -$37.5K | 0.18% | 60 |
|
|
2022
Q2 | $2.38M | Sell |
21,156
-249
| -1% | -$28K | 0.18% | 61 |
|
|
2022
Q1 | $2.92M | Buy |
21,405
+233
| +1% | +$31.8K | 0.2% | 56 |
|
|
2021
Q4 | $3.35M | Sell |
21,172
-165
| -0.8% | -$26.1K | 0.22% | 53 |
|
|
2021
Q3 | $3.49M | Sell |
21,337
-1,450
| -6% | -$237K | 0.24% | 50 |
|
|
2021
Q2 | $3.54M | Sell |
22,787
-79
| -0.3% | -$12.3K | 0.24% | 52 |
|
|
2021
Q1 | $3.48M | Buy |
22,866
+1,645
| +8% | +$250K | 0.25% | 52 |
|
|
2020
Q4 | $2.7M | Buy |
21,221
+82
| +0.4% | +$10.4K | 0.21% | 57 |
|
|
2020
Q3 | $2.04M | Sell |
21,139
-1,671
| -7% | -$161K | 0.18% | 64 |
|
|
2020
Q2 | $2.15M | Sell |
22,810
-2,969
| -12% | -$279K | 0.19% | 64 |
|
|
2020
Q1 | $2.32M | Buy |
25,779
+6,912
| +37% | +$622K | 0.25% | 58 |
|
|
2019
Q4 | $2.63M | Buy |
18,867
+1,990
| +12% | +$277K | 0.24% | 61 |
|
|
2019
Q3 | $1.99M | Buy |
16,877
+1,115
| +7% | +$131K | 0.2% | 64 |
|
|
2019
Q2 | $1.76M | Sell |
15,762
-1,245
| -7% | -$139K | 0.16% | 75 |
|
|
2019
Q1 | $1.72M | Sell |
17,007
-764
| -4% | -$77.4K | 0.16% | 70 |
|
|
2018
Q4 | $1.74M | Sell |
17,771
-920
| -5% | -$89.8K | 0.18% | 69 |
|
|
2018
Q3 | $2.11M | Sell |
18,691
-1,622
| -8% | -$183K | 0.2% | 66 |
|
|
2018
Q2 | $2.12M | Buy |
20,313
+1,803
| +10% | +$188K | 0.21% | 66 |
|
|
2018
Q1 | $2.04M | Sell |
18,510
-2,485
| -12% | -$273K | 0.21% | 65 |
|
|
2017
Q4 | $2.25M | Sell |
20,995
-686
| -3% | -$73.4K | 0.22% | 68 |
|
|
2017
Q3 | $2.07M | Sell |
21,681
-94,229
| -81% | -$9M | 0.26% | 61 |
|
|
2017
Q2 | $10.6M | Sell |
115,910
-2,416
| -2% | -$221K | 1.38% | 20 |
|
|
2017
Q1 | $10.4M | Sell |
118,326
-32,295
| -21% | -$2.84M | 1.38% | 17 |
|
|
2016
Q4 | $13M | Sell |
150,621
-663
| -0.4% | -$57.2K | 1.79% | 10 |
|
|
2016
Q3 | $10.1M | Sell |
151,284
-4,735
| -3% | -$315K | 1.43% | 12 |
|
|
2016
Q2 | $9.7M | Buy |
156,019
+153
| +0.1% | +$9.51K | 1.38% | 17 |
|
|
2016
Q1 | $9.23M | Sell |
155,866
-125
| -0.1% | -$7.4K | 1.35% | 18 |
|
|
2015
Q4 | $10.3M | Sell |
155,991
-894
| -0.6% | -$59K | 1.55% | 17 |
|
|
2015
Q3 | $9.57M | Sell |
156,885
-1,656
| -1% | -$101K | 1.53% | 18 |
|
|
2015
Q2 | $10.7M | Sell |
158,541
-1,081
| -0.7% | -$73.3K | 1.62% | 14 |
|
|
2015
Q1 | $9.67M | Sell |
159,622
-1,575
| -1% | -$95.4K | 1.5% | 16 |
|
|
2014
Q4 | $10.1M | Sell |
161,197
-10,352
| -6% | -$648K | 1.79% | 12 |
|
|
2014
Q3 | $10.3M | Sell |
171,549
-1,378
| -0.8% | -$83K | 1.91% | 13 |
|
|
2014
Q2 | $9.96M | Buy |
172,927
+4,594
| +3% | +$265K | 1.87% | 11 |
|
|
2014
Q1 | $10.2M | Buy |
168,333
+2,034
| +1% | +$123K | 1.97% | 11 |
|
|
2013
Q4 | $9.73M | Buy |
166,299
+944
| +0.6% | +$55.2K | 1.86% | 11 |
|
|
2013
Q3 | $8.55M | Buy |
165,355
+3,090
| +2% | +$160K | 1.75% | 14 |
|
|
2013
Q2 | $8.57M | Buy |
+162,265
| New | +$8.57M | 1.88% | 13 |
|