Cutler Investment Counsel’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 | $13.9M | Sell |
48,062
-734
| -2% | -$213K | 1.55% | 21 |
|
|
2025
Q1 | $12M | Sell |
48,796
-688
| -1% | -$169K | 1.44% | 23 |
|
|
2024
Q4 | $11.9M | Sell |
49,484
-1,169
| -2% | -$280K | 1.48% | 23 |
|
|
2024
Q3 | $10.7M | Sell |
50,653
-1,623
| -3% | -$342K | 1.35% | 30 |
|
|
2024
Q2 | $10.6M | Sell |
52,276
-159
| -0.3% | -$32.2K | 1.44% | 28 |
|
|
2024
Q1 | $10.5M | Buy |
52,435
+12
| +0% | +$2.4K | 1.41% | 32 |
|
|
2023
Q4 | $8.92M | Sell |
52,423
-765
| -1% | -$130K | 1.27% | 35 |
|
|
2023
Q3 | $7.71M | Sell |
53,188
-46
| -0.1% | -$6.67K | 1.22% | 35 |
|
|
2023
Q2 | $7.74M | Sell |
53,234
-251
| -0.5% | -$36.5K | 1.17% | 34 |
|
|
2023
Q1 | $6.97M | Sell |
53,485
-596
| -1% | -$77.7K | 1.08% | 36 |
|
|
2022
Q4 | $7.25M | Sell |
54,081
-2,277
| -4% | -$305K | 1.11% | 34 |
|
|
2022
Q3 | $5.89M | Sell |
56,358
-124
| -0.2% | -$13K | 0.98% | 38 |
|
|
2022
Q2 | $6.36M | Buy |
56,482
+302
| +0.5% | +$34K | 1% | 39 |
|
|
2022
Q1 | $7.66M | Buy |
56,180
+1,445
| +3% | +$197K | 1.06% | 37 |
|
|
2021
Q4 | $8.67M | Buy |
54,735
+386
| +0.7% | +$61.1K | 1.3% | 32 |
|
|
2021
Q3 | $8.9M | Sell |
54,349
-3,023
| -5% | -$495K | 1.4% | 30 |
|
|
2021
Q2 | $8.92M | Sell |
57,372
-1,686
| -3% | -$262K | 1.4% | 30 |
|
|
2021
Q1 | $8.99M | Buy |
59,058
+410
| +0.7% | +$62.4K | 1.56% | 27 |
|
|
2020
Q4 | $7.45M | Buy |
58,648
+418
| +0.7% | +$53.1K | 1.37% | 31 |
|
|
2020
Q3 | $5.61M | Buy |
58,230
+167
| +0.3% | +$16.1K | 1.09% | 38 |
|
|
2020
Q2 | $5.46M | Buy |
+58,063
| New | +$5.46M | 1.16% | 38 |
|
|
2019
Q4 | – | Sell |
-2,284
| Closed | -$269K | – | 96 |
|
|
2019
Q3 | $269K | Buy |
2,284
+233
| +11% | +$27.4K | 0.05% | 76 |
|
|
2019
Q2 | $229K | Buy |
+2,051
| New | +$229K | 0.04% | 85 |
|
|
2018
Q4 | – | Sell |
-1,861
| Closed | -$210K | – | 93 |
|
|
2018
Q3 | $210K | Buy |
+1,861
| New | +$210K | 0.04% | 90 |
|