Copeland Capital Management’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 | $19.5M | Sell |
67,204
-258
| -0.4% | -$74.8K | 0.4% | 91 |
|
|
2025
Q1 | $16.5M | Sell |
67,462
-1,347
| -2% | -$330K | 0.33% | 97 |
|
|
2024
Q4 | $16.5M | Sell |
68,809
-10,672
| -13% | -$2.56M | 0.31% | 97 |
|
|
2024
Q3 | $16.8M | Buy |
79,481
+35,439
| +80% | +$7.47M | 0.29% | 105 |
|
|
2024
Q2 | $8.91M | Buy |
44,042
+6,352
| +17% | +$1.28M | 0.17% | 120 |
|
|
2024
Q1 | $7.55M | Buy |
37,690
+37,190
| +7,438% | +$7.45M | 0.14% | 118 |
|
|
2023
Q4 | $85.1K | Hold |
500
| – | – | ﹤0.01% | 143 |
|
|
2023
Q3 | $72.5K | Sell |
500
-1,823
| -78% | -$264K | ﹤0.01% | 148 |
|
|
2023
Q2 | $338K | Sell |
2,323
-42
| -2% | -$6.11K | 0.01% | 132 |
|
|
2023
Q1 | $308K | Sell |
2,365
-20
| -0.8% | -$2.61K | 0.01% | 131 |
|
|
2022
Q4 | $320K | Sell |
2,385
-1,327
| -36% | -$178K | 0.01% | 134 |
|
|
2022
Q3 | $388K | Sell |
3,712
-10,045
| -73% | -$1.05M | 0.01% | 130 |
|
|
2022
Q2 | $1.55M | Sell |
13,757
-56,182
| -80% | -$6.33M | 0.05% | 118 |
|
|
2022
Q1 | $9.53M | Sell |
69,939
-186
| -0.3% | -$25.4K | 0.26% | 99 |
|
|
2021
Q4 | $11.1M | Buy |
70,125
+1,137
| +2% | +$180K | 0.29% | 100 |
|
|
2021
Q3 | $11.3M | Buy |
68,988
+26,132
| +61% | +$4.28M | 0.32% | 94 |
|
|
2021
Q2 | $6.67M | Buy |
42,856
+2,505
| +6% | +$390K | 0.2% | 99 |
|
|
2021
Q1 | $6.14M | Sell |
40,351
-250
| -0.6% | -$38.1K | 0.19% | 94 |
|
|
2020
Q4 | $5.16M | Buy |
40,601
+2,393
| +6% | +$304K | 0.2% | 98 |
|
|
2020
Q3 | $3.68M | Sell |
38,208
-61
| -0.2% | -$5.87K | 0.16% | 102 |
|
|
2020
Q2 | $3.6M | Sell |
38,269
-1,600
| -4% | -$150K | 0.19% | 101 |
|
|
2020
Q1 | $3.59M | Buy |
39,869
+7,644
| +24% | +$688K | 0.22% | 98 |
|
|
2019
Q4 | $4.49M | Buy |
32,225
+5,212
| +19% | +$727K | 0.2% | 95 |
|
|
2019
Q3 | $3.18M | Sell |
27,013
-104
| -0.4% | -$12.2K | 0.16% | 109 |
|
|
2019
Q2 | $3.03M | Buy |
27,117
+189
| +0.7% | +$21.1K | 0.17% | 107 |
|
|
2019
Q1 | $2.73M | Sell |
26,928
-30,472
| -53% | -$3.08M | 0.17% | 110 |
|
|
2018
Q4 | $5.6M | Buy |
57,400
+5,108
| +10% | +$499K | 0.4% | 88 |
|
|
2018
Q3 | $5.9M | Buy |
52,292
+4,547
| +10% | +$513K | 0.36% | 107 |
|
|
2018
Q2 | $4.98M | Sell |
47,745
-1,029
| -2% | -$107K | 0.29% | 108 |
|
|
2018
Q1 | $5.36M | Sell |
48,774
-434
| -0.9% | -$47.7K | 0.34% | 103 |
|
|
2017
Q4 | $5.26M | Buy |
49,208
+24,633
| +100% | +$2.63M | 0.33% | 102 |
|
|
2017
Q3 | $2.35M | Buy |
24,575
+258
| +1% | +$24.6K | 0.16% | 116 |
|
|
2017
Q2 | $2.22M | Buy |
+24,317
| New | +$2.22M | 0.15% | 113 |
|