CANC
Culbertson A N & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6M | Sell |
115,887
-2,005
| -2% | -$581K | 5.16% | 4 |
|
|
2025
Q1 | $28.9M | Buy |
117,892
+45
| +0% | +$11K | 4.62% | 4 |
|
|
2024
Q4 | $28.2M | Sell |
117,847
-1,875
| -2% | -$449K | 4.49% | 4 |
|
|
2024
Q3 | $25.2M | Sell |
119,722
-1,246
| -1% | -$263K | 4.06% | 4 |
|
|
2024
Q2 | $24.5M | Sell |
120,968
-2,019
| -2% | -$408K | 4.27% | 4 |
|
|
2024
Q1 | $24.6M | Sell |
122,987
-1,834
| -1% | -$367K | 4.25% | 4 |
|
|
2023
Q4 | $21.2M | Sell |
124,821
-435
| -0.3% | -$74K | 3.95% | 4 |
|
|
2023
Q3 | $18.2M | Hold |
125,256
| – | – | 3.65% | 4 |
|
|
2023
Q2 | $18.2M | Buy |
125,256
+924
| +0.7% | +$134K | 3.52% | 4 |
|
|
2023
Q1 | $16.2M | Buy |
124,332
+1,175
| +1% | +$153K | 3.31% | 4 |
|
|
2022
Q4 | $16.5M | Sell |
123,157
-204
| -0.2% | -$27.4K | 3.48% | 4 |
|
|
2022
Q3 | $12.9M | Sell |
123,361
-180
| -0.1% | -$18.8K | 2.99% | 4 |
|
|
2022
Q2 | $13.9M | Sell |
123,541
-56
| -0% | -$6.31K | 3.02% | 4 |
|
|
2022
Q1 | $16.8M | Buy |
123,597
+15,005
| +14% | +$2.05M | 3.17% | 4 |
|
|
2021
Q4 | $17.2M | Sell |
108,592
-1,213
| -1% | -$192K | 3.24% | 4 |
|
|
2021
Q3 | $18M | Buy |
109,805
+1,742
| +2% | +$285K | 3.68% | 4 |
|
|
2021
Q2 | $16.8M | Buy |
108,063
+525
| +0.5% | +$81.7K | 3.5% | 4 |
|
|
2021
Q1 | $16.4M | Sell |
107,538
-537
| -0.5% | -$81.7K | 3.6% | 4 |
|
|
2020
Q4 | $13.7M | Sell |
108,075
-393
| -0.4% | -$49.9K | 3.26% | 4 |
|
|
2020
Q3 | $10.4M | Sell |
108,468
-6,852
| -6% | -$660K | 2.76% | 5 |
|
|
2020
Q2 | $10.8M | Buy |
115,320
+584
| +0.5% | +$54.9K | 2.98% | 4 |
|
|
2020
Q1 | $10.3M | Sell |
114,736
-850
| -0.7% | -$76.5K | 3.34% | 4 |
|
|
2019
Q4 | $16.1M | Sell |
115,586
-3,970
| -3% | -$553K | 4.15% | 4 |
|
|
2019
Q3 | $14.1M | Sell |
119,556
-380
| -0.3% | -$44.7K | 3.84% | 4 |
|
|
2019
Q2 | $13.4M | Buy |
119,936
+886
| +0.7% | +$99.1K | 3.73% | 4 |
|
|
2019
Q1 | $12.1M | Buy |
119,050
+588
| +0.5% | +$59.5K | 3.47% | 4 |
|
|
2018
Q4 | $11.6M | Sell |
118,462
-2,201
| -2% | -$215K | 3.68% | 4 |
|
|
2018
Q3 | $13.6M | Buy |
120,663
+2,426
| +2% | +$274K | 3.71% | 4 |
|
|
2018
Q2 | $12.3M | Sell |
118,237
-15
| -0% | -$1.56K | 3.66% | 3 |
|
|
2018
Q1 | $13M | Sell |
118,252
-3,952
| -3% | -$435K | 3.89% | 3 |
|
|
2017
Q4 | $13.1M | Buy |
122,204
+87
| +0.1% | +$9.3K | 3.69% | 3 |
|
|
2017
Q3 | $11.7M | Sell |
122,117
-17
| -0% | -$1.62K | 3.56% | 3 |
|
|
2017
Q2 | $11.2M | Buy |
122,134
+863
| +0.7% | +$78.9K | 3.54% | 3 |
|
|
2017
Q1 | $10.7M | Sell |
121,271
-923
| -0.8% | -$81.1K | 3.47% | 3 |
|
|
2016
Q4 | $10.5M | Sell |
122,194
-364
| -0.3% | -$31.4K | 3.59% | 2 |
|
|
2016
Q3 | $8.16M | Buy |
122,558
+1,483
| +1% | +$98.8K | 2.9% | 6 |
|
|
2016
Q2 | $7.52M | Buy |
121,075
+1,390
| +1% | +$86.4K | 2.78% | 6 |
|
|
2016
Q1 | $7.09M | Buy |
119,685
+3,020
| +3% | +$179K | 2.75% | 7 |
|
|
2015
Q4 | $7.7M | Buy |
116,665
+3,904
| +3% | +$258K | 3.05% | 5 |
|
|
2015
Q3 | $6.88M | Buy |
112,761
+1,699
| +2% | +$104K | 2.9% | 5 |
|
|
2015
Q2 | $7.53M | Buy |
111,062
+2,299
| +2% | +$156K | 2.93% | 5 |
|
|
2015
Q1 | $6.59M | Buy |
108,763
+7,968
| +8% | +$483K | 2.62% | 8 |
|
|
2014
Q4 | $6.31M | Sell |
100,795
-1,123
| -1% | -$70.3K | 2.6% | 9 |
|
|
2014
Q3 | $6.14M | Buy |
101,918
+3,561
| +4% | +$215K | 2.64% | 10 |
|
|
2014
Q2 | $5.67M | Buy |
98,357
+4,643
| +5% | +$268K | 2.46% | 12 |
|
|
2014
Q1 | $5.69M | Buy |
93,714
+4,946
| +6% | +$300K | 2.65% | 7 |
|
|
2013
Q4 | $5.19M | Sell |
88,768
-98
| -0.1% | -$5.73K | 2.53% | 11 |
|
|
2013
Q3 | $4.59M | Buy |
88,866
+931
| +1% | +$48.1K | 2.46% | 11 |
|
|
2013
Q2 | $4.64M | Buy |
+87,935
| New | +$4.64M | 2.61% | 11 |
|