Dearborn Partners’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 | $25M | Sell |
86,376
-22,809
| -21% | -$6.61M | 1.19% | 41 |
|
|
2025
Q1 | $26.8M | Sell |
109,185
-988
| -0.9% | -$242K | 1.29% | 35 |
|
|
2024
Q4 | $26.4M | Sell |
110,173
-50
| -0% | -$12K | 1.11% | 43 |
|
|
2024
Q3 | $23.2M | Sell |
110,223
-245
| -0.2% | -$51.7K | 0.94% | 50 |
|
|
2024
Q2 | $22.3M | Sell |
110,468
-551
| -0.5% | -$111K | 0.97% | 49 |
|
|
2024
Q1 | $22.2M | Buy |
111,019
+29
| +0% | +$5.81K | 0.95% | 49 |
|
|
2023
Q4 | $18.9M | Sell |
110,990
-125
| -0.1% | -$21.3K | 0.69% | 52 |
|
|
2023
Q3 | $16.1M | Sell |
111,115
-235
| -0.2% | -$34.1K | 0.63% | 53 |
|
|
2023
Q2 | $16.2M | Sell |
111,350
-1,159
| -1% | -$169K | 0.62% | 51 |
|
|
2023
Q1 | $14.7M | Buy |
112,509
+3,998
| +4% | +$521K | 0.58% | 55 |
|
|
2022
Q4 | $14.6M | Sell |
108,511
-544
| -0.5% | -$73K | 0.59% | 54 |
|
|
2022
Q3 | $11.4M | Buy |
109,055
+1,130
| +1% | +$118K | 0.5% | 54 |
|
|
2022
Q2 | $12.2M | Sell |
107,925
-19
| -0% | -$2.14K | 0.51% | 54 |
|
|
2022
Q1 | $14.7M | Buy |
107,944
+1,216
| +1% | +$166K | 0.56% | 54 |
|
|
2021
Q4 | $16.9M | Sell |
106,728
-1,192
| -1% | -$189K | 0.61% | 52 |
|
|
2021
Q3 | $17.7M | Sell |
107,920
-1,701
| -2% | -$278K | 0.72% | 51 |
|
|
2021
Q2 | $17.1M | Buy |
109,621
+964
| +0.9% | +$150K | 0.69% | 51 |
|
|
2021
Q1 | $16.5M | Buy |
108,657
+1,249
| +1% | +$190K | 0.7% | 51 |
|
|
2020
Q4 | $13.6M | Buy |
107,408
+11,024
| +11% | +$1.4M | 0.62% | 54 |
|
|
2020
Q3 | $9.28M | Sell |
96,384
-451
| -0.5% | -$43.4K | 0.46% | 58 |
|
|
2020
Q2 | $9.11M | Buy |
96,835
+2,541
| +3% | +$239K | 0.49% | 58 |
|
|
2020
Q1 | $8.49M | Buy |
94,294
+2,755
| +3% | +$248K | 0.53% | 57 |
|
|
2019
Q4 | $12.8M | Buy |
91,539
+2,470
| +3% | +$344K | 0.65% | 53 |
|
|
2019
Q3 | $10.5M | Buy |
89,069
+119
| +0.1% | +$14K | 0.61% | 55 |
|
|
2019
Q2 | $9.95M | Sell |
88,950
-159
| -0.2% | -$17.8K | 0.61% | 56 |
|
|
2019
Q1 | $9.02M | Sell |
89,109
-100
| -0.1% | -$10.1K | 0.6% | 57 |
|
|
2018
Q4 | $8.71M | Buy |
89,209
+8,152
| +10% | +$796K | 0.67% | 56 |
|
|
2018
Q3 | $9.15M | Buy |
81,057
+4,916
| +6% | +$555K | 0.64% | 58 |
|
|
2018
Q2 | $7.93M | Buy |
76,141
+324
| +0.4% | +$33.8K | 0.62% | 59 |
|
|
2018
Q1 | $8.34M | Sell |
75,817
-766
| -1% | -$84.2K | 0.64% | 59 |
|
|
2017
Q4 | $8.19M | Sell |
76,583
-532
| -0.7% | -$56.9K | 0.59% | 62 |
|
|
2017
Q3 | $7.37M | Sell |
77,115
-30
| -0% | -$2.87K | 0.54% | 62 |
|
|
2017
Q2 | $7.05M | Buy |
77,145
+14,985
| +24% | +$1.37M | 0.52% | 62 |
|
|
2017
Q1 | $5.46M | Sell |
62,160
-366
| -0.6% | -$32.1K | 0.42% | 66 |
|
|
2016
Q4 | $5.4M | Hold |
62,526
| – | – | 0.45% | 65 |
|
|
2016
Q3 | $4.16M | Sell |
62,526
-256
| -0.4% | -$17K | 0.35% | 70 |
|
|
2016
Q2 | $3.9M | Sell |
62,782
-83
| -0.1% | -$5.16K | 0.34% | 71 |
|
|
2016
Q1 | $3.72M | Sell |
62,865
-37,569
| -37% | -$2.22M | 0.35% | 71 |
|
|
2015
Q4 | $6.63M | Buy |
100,434
+3,615
| +4% | +$239K | 0.62% | 59 |
|
|
2015
Q3 | $5.9M | Buy |
96,819
+85
| +0.1% | +$5.18K | 0.59% | 61 |
|
|
2015
Q2 | $6.56M | Sell |
96,734
-5,445
| -5% | -$369K | 0.63% | 59 |
|
|
2015
Q1 | $6.19M | Sell |
102,179
-26,175
| -20% | -$1.59M | 0.54% | 63 |
|
|
2014
Q4 | $8.03M | Sell |
128,354
-3,126
| -2% | -$196K | 0.74% | 50 |
|
|
2014
Q3 | $7.92M | Buy |
131,480
+100
| +0.1% | +$6.02K | 0.77% | 49 |
|
|
2014
Q2 | $7.57M | Buy |
131,380
+546
| +0.4% | +$31.5K | 0.74% | 47 |
|
|
2014
Q1 | $7.94M | Sell |
130,834
-1,053
| -0.8% | -$63.9K | 0.87% | 37 |
|
|
2013
Q4 | $7.71M | Sell |
131,887
-2,699
| -2% | -$158K | 0.9% | 32 |
|
|
2013
Q3 | $6.96M | Sell |
134,586
-12,335
| -8% | -$638K | 0.91% | 28 |
|
|
2013
Q2 | $7.76M | Buy |
+146,921
| New | +$7.76M | 1.1% | 21 |
|