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Curbstone Financial Management Corp’s JPMorgan Chase JPM Stock Holding History

Curbstone Financial Management Corp’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.44M Buy
22,720
+1,300
+6% +$404K 1.27% 20
2026
Q1 		$6.3M Sell
21,420
-764
-3% -$232K 1.21% 19
2025
Q4 		$7.15M Buy
22,184
+488
+2% +$151K 1.37% 18
2025
Q3 		$6.84M Sell
21,696
-422
-2% -$126K 1.32% 18
2025
Q2 		$6.41M Buy
22,118
+401
+2% +$102K 1.32% 19
2025
Q1 		$5.33M Sell
21,717
-883
-4% -$225K 1.12% 22
2024
Q4 		$5.42M Buy
22,600
+300
+1% +$69.9K 1.15% 20
2024
Q3 		$4.7M Sell
22,300
-200
-0.9% -$42.1K 1.01% 24
2024
Q2 		$4.55M Sell
22,500
-880
-4% -$172K 0.99% 27
2024
Q1 		$4.68M Sell
23,380
-550
-2% -$99.2K 1.01% 26
2023
Q4 		$4.07M Buy
23,930
+60
+0.3% +$9.09K 0.92% 29
2023
Q3 		$3.46M Hold
23,870
– – 0.86% 33
2023
Q2 		$3.47M Sell
23,870
-328
-1% -$45.1K 0.83% 34
2023
Q1 		$3.15M Sell
24,198
-100
-0.4% -$13.7K 0.77% 35
2022
Q4 		$3.26M Sell
24,298
-20
-0.1% -$2.53K 0.82% 34
2022
Q3 		$2.54M Buy
24,318
+316
+1% +$36.3K 0.63% 44
2022
Q2 		$2.7M Sell
24,002
-1,496
-6% -$185K 0.63% 44
2022
Q1 		$3.48M Sell
25,498
-200
-0.8% -$29.5K 0.64% 43
2021
Q4 		$4.07M Buy
25,698
+542
+2% +$89K 0.72% 37
2021
Q3 		$4.12M Buy
25,156
+694
+3% +$109K 0.78% 33
2021
Q2 		$3.81M Sell
24,462
-100
-0.4% -$15.7K 0.71% 40
2021
Q1 		$3.74M Sell
24,562
-700
-3% -$101K 0.75% 37
2020
Q4 		$3.21M Buy
25,262
+484
+2% +$54.1K 0.67% 43
2020
Q3 		$2.38M Buy
24,778
+100
+0.4% +$9.82K 0.57% 47
2020
Q2 		$2.32M Sell
24,678
-120
-0.5% -$11.4K 0.6% 47
2020
Q1 		$2.23M Sell
24,798
-766
-3% -$93.1K 0.67% 42
2019
Q4 		$3.56M Sell
25,564
-100
-0.4% -$12.8K 0.85% 31
2019
Q3 		$3.02M Hold
25,664
– – 0.78% 37
2019
Q2 		$2.87M Buy
25,664
+28
+0.1% +$3.09K 0.75% 36
2019
Q1 		$2.6M Sell
25,636
-152
-0.6% -$15.7K 0.71% 42
2018
Q4 		$2.52M Buy
25,788
+350
+1% +$37.3K 0.75% 38
2018
Q3 		$2.87M Buy
25,438
+550
+2% +$62.4K 0.75% 39
2018
Q2 		$2.59M Sell
24,888
-900
-3% -$98.7K 0.72% 41
2018
Q1 		$2.84M Buy
25,788
+12,144
+89% +$1.38M 0.8% 33
2017
Q4 		$1.46M Sell
13,644
-14,950
-52% -$1.51M 0.81% 31
2017
Q3 		$2.73M Buy
28,594
+13,297
+87% +$1.23M 0.79% 34
2017
Q2 		$1.4M Sell
15,297
-286
-2% -$24.7K 0.84% 30
2017
Q1 		$1.37M Sell
15,583
-1,151
-7% -$102K 0.84% 33
2016
Q4 		$1.44M Sell
16,734
-17,884
-52% -$1.36M 0.91% 31
2016
Q3 		$2.31M Buy
34,618
+350
+1% +$22.8K 0.74% 38
2016
Q2 		$2.13M Buy
34,268
+200
+0.6% +$12.5K 0.71% 38
2016
Q1 		$2.02M Buy
34,068
+3,006
+10% +$176K 0.68% 41
2015
Q4 		$2.05M Buy
31,062
+15,531
+100% +$1.01M 0.7% 39
2015
Q3 		$947K Buy
15,531
+575
+4% +$37.7K 0.69% 38
2015
Q2 		$1.01M Sell
14,956
-505
-3% -$33K 0.67% 45
2015
Q1 		$937K Buy
15,461
+573
+4% +$33.9K 0.63% 43
2014
Q4 		$932K Buy
14,888
+625
+4% +$37.6K 0.72% 39
2014
Q3 		$859K Hold
14,263
– – 0.68% 43
2014
Q2 		$822K Sell
14,263
-50
-0.3% -$2.81K 0.63% 45
2014
Q1 		$869K Buy
+14,313
New +$827K 0.71% 38

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return