CIC
Crawford Investment Counsel’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1M | Sell |
221,178
-17,641
| -7% | -$5.11M | 1.12% | 32 |
|
|
2025
Q1 | $58.6M | Sell |
238,819
-228,997
| -49% | -$56.2M | 1.04% | 34 |
|
|
2024
Q4 | $112M | Sell |
467,816
-18,998
| -4% | -$4.55M | 2.02% | 7 |
|
|
2024
Q3 | $103M | Sell |
486,814
-9,906
| -2% | -$2.09M | 1.75% | 15 |
|
|
2024
Q2 | $100M | Sell |
496,720
-112,313
| -18% | -$22.7M | 1.91% | 11 |
|
|
2024
Q1 | $122M | Sell |
609,033
-18,192
| -3% | -$3.64M | 2.27% | 5 |
|
|
2023
Q4 | $107M | Sell |
627,225
-9,688
| -2% | -$1.65M | 2.14% | 7 |
|
|
2023
Q3 | $92.4M | Sell |
636,913
-1,431
| -0.2% | -$208K | 2% | 12 |
|
|
2023
Q2 | $92.8M | Buy |
638,344
+89,904
| +16% | +$13.1M | 1.89% | 15 |
|
|
2023
Q1 | $71.5M | Sell |
548,440
-108,339
| -16% | -$14.1M | 1.53% | 23 |
|
|
2022
Q4 | $88.1M | Sell |
656,779
-11,186
| -2% | -$1.5M | 1.89% | 14 |
|
|
2022
Q3 | $69.8M | Buy |
667,965
+148,110
| +28% | +$15.5M | 1.65% | 19 |
|
|
2022
Q2 | $58.5M | Sell |
519,855
-9,681
| -2% | -$1.09M | 1.29% | 35 |
|
|
2022
Q1 | $72.2M | Buy |
529,536
+5,106
| +1% | +$696K | 1.4% | 30 |
|
|
2021
Q4 | $83M | Sell |
524,430
-3,527
| -0.7% | -$558K | 1.58% | 22 |
|
|
2021
Q3 | $86.4M | Sell |
527,957
-3,020
| -0.6% | -$494K | 1.76% | 20 |
|
|
2021
Q2 | $82.6M | Buy |
530,977
+19,161
| +4% | +$2.98M | 1.67% | 22 |
|
|
2021
Q1 | $77.9M | Buy |
511,816
+21,703
| +4% | +$3.3M | 1.76% | 21 |
|
|
2020
Q4 | $62.3M | Buy |
490,113
+11,300
| +2% | +$1.44M | 1.54% | 26 |
|
|
2020
Q3 | $46.1M | Buy |
478,813
+345,888
| +260% | +$33.3M | 1.26% | 32 |
|
|
2020
Q2 | $12.5M | Buy |
132,925
+2,893
| +2% | +$272K | 0.36% | 58 |
|
|
2020
Q1 | $11.7M | Buy |
130,032
+8,024
| +7% | +$722K | 0.39% | 59 |
|
|
2019
Q4 | $17M | Buy |
122,008
+26,861
| +28% | +$3.74M | 0.44% | 53 |
|
|
2019
Q3 | $11.2M | Buy |
95,147
+15,265
| +19% | +$1.8M | 0.31% | 69 |
|
|
2019
Q2 | $8.93M | Buy |
79,882
+48,745
| +157% | +$5.45M | 0.25% | 75 |
|
|
2019
Q1 | $3.15M | Sell |
31,137
-1,018
| -3% | -$103K | 0.09% | 123 |
|
|
2018
Q4 | $3.14M | Buy |
32,155
+2,342
| +8% | +$229K | 0.11% | 106 |
|
|
2018
Q3 | $3.36M | Buy |
29,813
+873
| +3% | +$98.5K | 0.1% | 109 |
|
|
2018
Q2 | $3.02M | Buy |
28,940
+808
| +3% | +$84.2K | 0.1% | 116 |
|
|
2018
Q1 | $3.09M | Buy |
28,132
+1,024
| +4% | +$113K | 0.1% | 111 |
|
|
2017
Q4 | $2.9M | Buy |
27,108
+105
| +0.4% | +$11.2K | 0.09% | 113 |
|
|
2017
Q3 | $2.58M | Buy |
27,003
+457
| +2% | +$43.6K | 0.08% | 119 |
|
|
2017
Q2 | $2.43M | Sell |
26,546
-417
| -2% | -$38.1K | 0.08% | 114 |
|
|
2017
Q1 | $2.37M | Buy |
26,963
+961
| +4% | +$84.4K | 0.08% | 119 |
|
|
2016
Q4 | $2.24M | Sell |
26,002
-315
| -1% | -$27.2K | 0.08% | 123 |
|
|
2016
Q3 | $1.75M | Sell |
26,317
-2,231
| -8% | -$149K | 0.06% | 131 |
|
|
2016
Q2 | $1.77M | Sell |
28,548
-70
| -0.2% | -$4.35K | 0.07% | 110 |
|
|
2016
Q1 | $1.7M | Buy |
28,618
+2,734
| +11% | +$162K | 0.07% | 111 |
|
|
2015
Q4 | $1.71M | Buy |
25,884
+905
| +4% | +$59.8K | 0.08% | 106 |
|
|
2015
Q3 | $1.52M | Buy |
24,979
+157
| +0.6% | +$9.57K | 0.07% | 120 |
|
|
2015
Q2 | $1.68M | Sell |
24,822
-3,243
| -12% | -$220K | 0.06% | 118 |
|
|
2015
Q1 | $1.7M | Buy |
28,065
+1,550
| +6% | +$93.9K | 0.06% | 118 |
|
|
2014
Q4 | $1.66M | Sell |
26,515
-927
| -3% | -$58K | 0.06% | 113 |
|
|
2014
Q3 | $1.65M | Buy |
27,442
+857
| +3% | +$51.6K | 0.06% | 100 |
|
|
2014
Q2 | $1.53M | Sell |
26,585
-475
| -2% | -$27.4K | 0.05% | 107 |
|
|
2014
Q1 | $1.64M | Sell |
27,060
-200
| -0.7% | -$12.1K | 0.06% | 90 |
|
|
2013
Q4 | $1.59M | Buy |
27,260
+50
| +0.2% | +$2.92K | 0.06% | 90 |
|
|
2013
Q3 | $1.41M | Sell |
27,210
-30,517
| -53% | -$1.58M | 0.06% | 90 |
|
|
2013
Q2 | $3.05M | Buy |
+57,727
| New | +$3.05M | 0.13% | 66 |
|