Curbstone Financial Management Corp’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 | $6.41M | Buy |
22,118
+401
| +2% | +$116K | 1.32% | 19 |
|
|
2025
Q1 | $5.33M | Sell |
21,717
-883
| -4% | -$217K | 1.12% | 22 |
|
|
2024
Q4 | $5.42M | Buy |
22,600
+300
| +1% | +$71.9K | 1.15% | 20 |
|
|
2024
Q3 | $4.7M | Sell |
22,300
-200
| -0.9% | -$42.2K | 1.01% | 24 |
|
|
2024
Q2 | $4.55M | Sell |
22,500
-880
| -4% | -$178K | 0.99% | 27 |
|
|
2024
Q1 | $4.68M | Sell |
23,380
-550
| -2% | -$110K | 1.01% | 26 |
|
|
2023
Q4 | $4.07M | Buy |
23,930
+60
| +0.3% | +$10.2K | 0.92% | 29 |
|
|
2023
Q3 | $3.46M | Hold |
23,870
| – | – | 0.86% | 33 |
|
|
2023
Q2 | $3.47M | Sell |
23,870
-328
| -1% | -$47.7K | 0.83% | 34 |
|
|
2023
Q1 | $3.15M | Sell |
24,198
-100
| -0.4% | -$13K | 0.77% | 35 |
|
|
2022
Q4 | $3.26M | Sell |
24,298
-20
| -0.1% | -$2.68K | 0.82% | 34 |
|
|
2022
Q3 | $2.54M | Buy |
24,318
+316
| +1% | +$33K | 0.63% | 44 |
|
|
2022
Q2 | $2.7M | Sell |
24,002
-1,496
| -6% | -$168K | 0.63% | 44 |
|
|
2022
Q1 | $3.48M | Sell |
25,498
-200
| -0.8% | -$27.3K | 0.64% | 43 |
|
|
2021
Q4 | $4.07M | Buy |
25,698
+542
| +2% | +$85.8K | 0.72% | 37 |
|
|
2021
Q3 | $4.12M | Buy |
25,156
+694
| +3% | +$114K | 0.78% | 33 |
|
|
2021
Q2 | $3.81M | Sell |
24,462
-100
| -0.4% | -$15.6K | 0.71% | 40 |
|
|
2021
Q1 | $3.74M | Sell |
24,562
-700
| -3% | -$107K | 0.75% | 37 |
|
|
2020
Q4 | $3.21M | Buy |
25,262
+484
| +2% | +$61.5K | 0.67% | 43 |
|
|
2020
Q3 | $2.39M | Buy |
24,778
+100
| +0.4% | +$9.63K | 0.57% | 47 |
|
|
2020
Q2 | $2.32M | Sell |
24,678
-120
| -0.5% | -$11.3K | 0.6% | 47 |
|
|
2020
Q1 | $2.23M | Sell |
24,798
-766
| -3% | -$69K | 0.67% | 42 |
|
|
2019
Q4 | $3.56M | Sell |
25,564
-100
| -0.4% | -$13.9K | 0.85% | 31 |
|
|
2019
Q3 | $3.02M | Hold |
25,664
| – | – | 0.78% | 37 |
|
|
2019
Q2 | $2.87M | Buy |
25,664
+28
| +0.1% | +$3.13K | 0.75% | 36 |
|
|
2019
Q1 | $2.6M | Sell |
25,636
-152
| -0.6% | -$15.4K | 0.71% | 42 |
|
|
2018
Q4 | $2.52M | Buy |
25,788
+350
| +1% | +$34.2K | 0.75% | 38 |
|
|
2018
Q3 | $2.87M | Buy |
25,438
+550
| +2% | +$62.1K | 0.75% | 39 |
|
|
2018
Q2 | $2.59M | Sell |
24,888
-900
| -3% | -$93.8K | 0.72% | 41 |
|
|
2018
Q1 | $2.84M | Buy |
25,788
+12,144
| +89% | +$1.34M | 0.8% | 33 |
|
|
2017
Q4 | $1.46M | Sell |
13,644
-14,950
| -52% | -$1.6M | 0.81% | 31 |
|
|
2017
Q3 | $2.73M | Buy |
28,594
+13,297
| +87% | +$1.27M | 0.79% | 34 |
|
|
2017
Q2 | $1.4M | Sell |
15,297
-286
| -2% | -$26.1K | 0.84% | 30 |
|
|
2017
Q1 | $1.37M | Sell |
15,583
-1,151
| -7% | -$101K | 0.84% | 33 |
|
|
2016
Q4 | $1.44M | Sell |
16,734
-17,884
| -52% | -$1.54M | 0.91% | 31 |
|
|
2016
Q3 | $2.31M | Buy |
34,618
+350
| +1% | +$23.3K | 0.74% | 38 |
|
|
2016
Q2 | $2.13M | Buy |
34,268
+200
| +0.6% | +$12.4K | 0.71% | 38 |
|
|
2016
Q1 | $2.02M | Buy |
34,068
+3,006
| +10% | +$178K | 0.68% | 41 |
|
|
2015
Q4 | $2.05M | Buy |
31,062
+15,531
| +100% | +$1.03M | 0.7% | 39 |
|
|
2015
Q3 | $947K | Buy |
15,531
+575
| +4% | +$35.1K | 0.69% | 38 |
|
|
2015
Q2 | $1.01M | Sell |
14,956
-505
| -3% | -$34.2K | 0.67% | 45 |
|
|
2015
Q1 | $937K | Buy |
15,461
+573
| +4% | +$34.7K | 0.63% | 43 |
|
|
2014
Q4 | $932K | Buy |
14,888
+625
| +4% | +$39.1K | 0.72% | 39 |
|
|
2014
Q3 | $859K | Hold |
14,263
| – | – | 0.68% | 43 |
|
|
2014
Q2 | $822K | Sell |
14,263
-50
| -0.3% | -$2.88K | 0.63% | 45 |
|
|
2014
Q1 | $869K | Buy |
+14,313
| New | +$869K | 0.71% | 38 |
|