Court Place 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 | $3.66M | Sell |
12,614
-213
| -2% | -$61.8K | 1.15% | 22 |
|
|
2025
Q1 | $3.15M | Sell |
12,827
-314
| -2% | -$77K | 1.04% | 24 |
|
|
2024
Q4 | $3.15M | Sell |
13,141
-2,501
| -16% | -$600K | 1.02% | 24 |
|
|
2024
Q3 | $3.3M | Sell |
15,642
-698
| -4% | -$147K | 0.96% | 25 |
|
|
2024
Q2 | $3.31M | Buy |
16,340
+1,087
| +7% | +$220K | 1.04% | 25 |
|
|
2024
Q1 | $3.06M | Sell |
15,253
-2,350
| -13% | -$471K | 0.99% | 28 |
|
|
2023
Q4 | $2.99M | Sell |
17,603
-75
| -0.4% | -$12.8K | 0.98% | 26 |
|
|
2023
Q3 | $2.56M | Sell |
17,678
-87
| -0.5% | -$12.6K | 0.91% | 29 |
|
|
2023
Q2 | $2.58M | Sell |
17,765
-700
| -4% | -$102K | 0.91% | 29 |
|
|
2023
Q1 | $2.41M | Sell |
18,465
-710
| -4% | -$92.5K | 0.87% | 30 |
|
|
2022
Q4 | $2.57M | Sell |
19,175
-11
| -0.1% | -$1.48K | 0.93% | 27 |
|
|
2022
Q3 | $2.01M | Sell |
19,186
-350
| -2% | -$36.6K | 0.81% | 31 |
|
|
2022
Q2 | $2.2M | Hold |
19,536
| – | – | 0.83% | 32 |
|
|
2022
Q1 | $2.66M | Sell |
19,536
-1,950
| -9% | -$266K | 0.86% | 27 |
|
|
2021
Q4 | $3.4M | Hold |
21,486
| – | – | 0.94% | 26 |
|
|
2021
Q3 | $3.52M | Sell |
21,486
-200
| -0.9% | -$32.7K | 1.04% | 24 |
|
|
2021
Q2 | $3.37M | Sell |
21,686
-225
| -1% | -$35K | 0.98% | 25 |
|
|
2021
Q1 | $3.34M | Sell |
21,911
-200
| -0.9% | -$30.5K | 1.03% | 24 |
|
|
2020
Q4 | $2.81M | Hold |
22,111
| – | – | 0.94% | 28 |
|
|
2020
Q3 | $2.13M | Buy |
22,111
+443
| +2% | +$42.7K | 0.8% | 33 |
|
|
2020
Q2 | $2.04M | Sell |
21,668
-200
| -0.9% | -$18.8K | 0.79% | 34 |
|
|
2020
Q1 | $1.97M | Sell |
21,868
-69
| -0.3% | -$6.21K | 0.88% | 29 |
|
|
2019
Q4 | $3.06M | Sell |
21,937
-223
| -1% | -$31.1K | 1.1% | 27 |
|
|
2019
Q3 | $2.61M | Buy |
22,160
+1,864
| +9% | +$219K | 1.01% | 28 |
|
|
2019
Q2 | $2.27M | Sell |
20,296
-2,228
| -10% | -$249K | 0.89% | 33 |
|
|
2019
Q1 | $2.28M | Hold |
22,524
| – | – | 0.92% | 30 |
|
|
2018
Q4 | $2.2M | Sell |
22,524
-178
| -0.8% | -$17.4K | 1% | 28 |
|
|
2018
Q3 | $2.56M | Buy |
22,702
+720
| +3% | +$81.3K | 0.97% | 31 |
|
|
2018
Q2 | $2.29M | Sell |
21,982
-915
| -4% | -$95.3K | 0.95% | 35 |
|
|
2018
Q1 | $2.52M | Sell |
22,897
-385
| -2% | -$42.3K | 1.05% | 31 |
|
|
2017
Q4 | $2.49M | Sell |
23,282
-50
| -0.2% | -$5.35K | 1.03% | 31 |
|
|
2017
Q3 | $2.23M | Sell |
23,332
-408
| -2% | -$39K | 0.99% | 33 |
|
|
2017
Q2 | $2.17M | Sell |
23,740
-25
| -0.1% | -$2.29K | 1.03% | 30 |
|
|
2017
Q1 | $2.09M | Sell |
23,765
-148
| -0.6% | -$13K | 1.03% | 30 |
|
|
2016
Q4 | $2.06M | Sell |
23,913
-344
| -1% | -$29.7K | 1.07% | 29 |
|
|
2016
Q3 | $1.62M | Sell |
24,257
-100
| -0.4% | -$6.66K | 0.9% | 34 |
|
|
2016
Q2 | $1.51M | Buy |
24,357
+504
| +2% | +$31.3K | 0.88% | 34 |
|
|
2016
Q1 | $1.41M | Buy |
23,853
+900
| +4% | +$53.3K | 0.87% | 34 |
|
|
2015
Q4 | $1.52M | Buy |
22,953
+393
| +2% | +$26K | 0.97% | 33 |
|
|
2015
Q3 | $1.38M | Sell |
22,560
-89
| -0.4% | -$5.42K | 0.95% | 34 |
|
|
2015
Q2 | $1.54M | Hold |
22,649
| – | – | 0.98% | 33 |
|
|
2015
Q1 | $1.37M | Hold |
22,649
| – | – | 0.87% | 38 |
|
|
2014
Q4 | $1.42M | Buy |
22,649
+39
| +0.2% | +$2.44K | 0.92% | 36 |
|
|
2014
Q3 | $1.36M | Buy |
22,610
+50
| +0.2% | +$3.01K | 0.93% | 37 |
|
|
2014
Q2 | $1.3M | Buy |
22,560
+1,100
| +5% | +$63.4K | 0.9% | 37 |
|
|
2014
Q1 | $1.3M | Hold |
21,460
| – | – | 0.95% | 37 |
|
|
2013
Q4 | $1.26M | Buy |
+21,460
| New | +$1.26M | 0.96% | 35 |
|