Cullinan Associates’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 | $22.7M | Sell |
78,342
-2,041
| -3% | -$592K | 1.5% | 17 |
|
|
2025
Q1 | $19.7M | Sell |
80,383
-2,759
| -3% | -$677K | 1.39% | 19 |
|
|
2024
Q4 | $19.9M | Sell |
83,142
-8,710
| -9% | -$2.09M | 1.28% | 21 |
|
|
2024
Q3 | $20.5M | Buy |
91,852
+2,909
| +3% | +$649K | 1.16% | 23 |
|
|
2024
Q2 | $18M | Buy |
88,943
+28
| +0% | +$5.66K | 1.02% | 27 |
|
|
2024
Q1 | $17.8M | Sell |
88,915
-72,000
| -45% | -$14.4M | 1% | 27 |
|
|
2023
Q4 | $27.4M | Sell |
160,915
-18,289
| -10% | -$3.11M | 1.53% | 12 |
|
|
2023
Q3 | $26M | Buy |
179,204
+793
| +0.4% | +$115K | 1.51% | 13 |
|
|
2023
Q2 | $25.9M | Sell |
178,411
-1,465
| -0.8% | -$213K | 1.43% | 12 |
|
|
2023
Q1 | $23.4M | Buy |
179,876
+6,459
| +4% | +$842K | 1.37% | 14 |
|
|
2022
Q4 | $23.3M | Sell |
173,417
-21,358
| -11% | -$2.86M | 1.29% | 13 |
|
|
2022
Q3 | $20.4M | Buy |
194,775
+11,562
| +6% | +$1.21M | 1.29% | 12 |
|
|
2022
Q2 | $20.6M | Buy |
183,213
+13,054
| +8% | +$1.47M | 1.26% | 13 |
|
|
2022
Q1 | $23.2M | Buy |
170,159
+14,438
| +9% | +$1.97M | 1.22% | 13 |
|
|
2021
Q4 | $24.7M | Buy |
155,721
+18,796
| +14% | +$2.98M | 1.26% | 10 |
|
|
2021
Q3 | $22.4M | Sell |
136,925
-11,752
| -8% | -$1.92M | 1.24% | 14 |
|
|
2021
Q2 | $23.1M | Buy |
148,677
+32,404
| +28% | +$5.04M | 1.3% | 10 |
|
|
2021
Q1 | $17.7M | Sell |
116,273
-6,690
| -5% | -$1.02M | 1.02% | 15 |
|
|
2020
Q4 | $15.6M | Buy |
122,963
+1,092
| +0.9% | +$139K | 0.94% | 17 |
|
|
2020
Q3 | $11.7M | Sell |
121,871
-12,845
| -10% | -$1.24M | 0.76% | 26 |
|
|
2020
Q2 | $12.7M | Sell |
134,716
-715
| -0.5% | -$67.3K | 0.89% | 22 |
|
|
2020
Q1 | $12.2M | Sell |
135,431
-5,149
| -4% | -$464K | 1% | 13 |
|
|
2019
Q4 | $19.6M | Buy |
140,580
+664
| +0.5% | +$92.6K | 1.31% | 14 |
|
|
2019
Q3 | $16.5M | Buy |
139,916
+2,361
| +2% | +$278K | 1.17% | 14 |
|
|
2019
Q2 | $15.4M | Buy |
137,555
+502
| +0.4% | +$56.1K | 1.12% | 15 |
|
|
2019
Q1 | $13.9M | Buy |
137,053
+16,247
| +13% | +$1.64M | 1.04% | 17 |
|
|
2018
Q4 | $11.8M | Sell |
120,806
-15,513
| -11% | -$1.51M | 0.97% | 17 |
|
|
2018
Q3 | $15.4M | Buy |
136,319
+774
| +0.6% | +$87.3K | 1.11% | 14 |
|
|
2018
Q2 | $14.1M | Sell |
135,545
-1,762
| -1% | -$184K | 1.08% | 15 |
|
|
2018
Q1 | $15.1M | Buy |
137,307
+18,005
| +15% | +$1.98M | 1.14% | 14 |
|
|
2017
Q4 | $12.8M | Sell |
119,302
-5,979
| -5% | -$639K | 0.94% | 21 |
|
|
2017
Q3 | $12M | Buy |
125,281
+2,627
| +2% | +$251K | 0.92% | 24 |
|
|
2017
Q2 | $11.2M | Buy |
122,654
+2,931
| +2% | +$268K | 0.87% | 27 |
|
|
2017
Q1 | $10.5M | Sell |
119,723
-38,681
| -24% | -$3.4M | 0.86% | 24 |
|
|
2016
Q4 | $13.7M | Sell |
158,404
-5,260
| -3% | -$454K | 1.16% | 14 |
|
|
2016
Q3 | $10.9M | Buy |
163,664
+1,493
| +0.9% | +$99.4K | 0.93% | 21 |
|
|
2016
Q2 | $10.1M | Buy |
162,171
+7,610
| +5% | +$473K | 0.82% | 27 |
|
|
2016
Q1 | $9.15M | Sell |
154,561
-650
| -0.4% | -$38.5K | 0.78% | 29 |
|
|
2015
Q4 | $10.2M | Buy |
155,211
+8,423
| +6% | +$556K | 0.89% | 22 |
|
|
2015
Q3 | $8.95M | Buy |
146,788
+2,785
| +2% | +$170K | 0.82% | 23 |
|
|
2015
Q2 | $9.76M | Buy |
144,003
+4,305
| +3% | +$292K | 0.8% | 20 |
|
|
2015
Q1 | $8.46M | Sell |
139,698
-415
| -0.3% | -$25.1K | 0.66% | 33 |
|
|
2014
Q4 | $8.77M | Buy |
140,113
+11,735
| +9% | +$734K | 0.93% | 20 |
|
|
2014
Q3 | $7.73M | Buy |
128,378
+55,537
| +76% | +$3.35M | 0.88% | 20 |
|
|
2014
Q2 | $3.85M | Sell |
72,841
-53,095
| -42% | -$2.8M | 0.63% | 25 |
|
|
2014
Q1 | $7.65M | Buy |
125,936
+10,204
| +9% | +$620K | 0.87% | 21 |
|
|
2013
Q4 | $6.77M | Sell |
115,732
-165
| -0.1% | -$9.65K | 0.78% | 22 |
|
|
2013
Q3 | $5.99M | Buy |
115,897
+18,925
| +20% | +$978K | 0.8% | 24 |
|
|
2013
Q2 | $5.12M | Buy |
+96,972
| New | +$5.12M | 0.69% | 26 |
|