Donaldson Capital Management’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 | $100M | Buy |
345,465
+861
| +0.2% | +$250K | 3.68% | 6 |
|
|
2025
Q1 | $84.5M | Buy |
344,604
+2,580
| +0.8% | +$633K | 3.19% | 7 |
|
|
2024
Q4 | $82M | Buy |
342,024
+2,543
| +0.7% | +$610K | 3.13% | 7 |
|
|
2024
Q3 | $71.6M | Buy |
339,481
+3,495
| +1% | +$737K | 2.75% | 11 |
|
|
2024
Q2 | $68M | Sell |
335,986
-7,516
| -2% | -$1.52M | 2.85% | 9 |
|
|
2024
Q1 | $68.8M | Buy |
343,502
+1,729
| +0.5% | +$346K | 2.86% | 11 |
|
|
2023
Q4 | $58.1M | Sell |
341,773
-2,986
| -0.9% | -$508K | 2.61% | 12 |
|
|
2023
Q3 | $50M | Sell |
344,759
-70,584
| -17% | -$10.2M | 2.36% | 13 |
|
|
2023
Q2 | $60.4M | Buy |
415,343
+9,096
| +2% | +$1.32M | 2.75% | 9 |
|
|
2023
Q1 | $52.9M | Buy |
406,247
+85,622
| +27% | +$11.2M | 2.5% | 11 |
|
|
2022
Q4 | $43M | Buy |
320,625
+2,743
| +0.9% | +$368K | 2.1% | 22 |
|
|
2022
Q3 | $33.2M | Buy |
317,882
+4,496
| +1% | +$470K | 1.82% | 27 |
|
|
2022
Q2 | $35.3M | Buy |
313,386
+5,818
| +2% | +$655K | 1.82% | 27 |
|
|
2022
Q1 | $41.9M | Buy |
307,568
+2,453
| +0.8% | +$334K | 1.91% | 22 |
|
|
2021
Q4 | $48.3M | Buy |
305,115
+5,823
| +2% | +$922K | 2.12% | 18 |
|
|
2021
Q3 | $49M | Sell |
299,292
-74,037
| -20% | -$12.1M | 2.47% | 14 |
|
|
2021
Q2 | $58.1M | Buy |
373,329
+16,315
| +5% | +$2.54M | 2.97% | 6 |
|
|
2021
Q1 | $54.3M | Buy |
357,014
+23,271
| +7% | +$3.54M | 2.99% | 7 |
|
|
2020
Q4 | $42.4M | Buy |
333,743
+6,920
| +2% | +$879K | 2.51% | 17 |
|
|
2020
Q3 | $31.5M | Sell |
326,823
-3,442
| -1% | -$331K | 2.13% | 24 |
|
|
2020
Q2 | $31.1M | Buy |
330,265
+35,494
| +12% | +$3.34M | 2.26% | 20 |
|
|
2020
Q1 | $26.5M | Buy |
294,771
+6,629
| +2% | +$597K | 2.32% | 22 |
|
|
2019
Q4 | $40.2M | Buy |
288,142
+3,459
| +1% | +$482K | 2.72% | 10 |
|
|
2019
Q3 | $33.5M | Sell |
284,683
-4,265
| -1% | -$502K | 2.48% | 15 |
|
|
2019
Q2 | $32.3M | Buy |
288,948
+7,458
| +3% | +$834K | 2.68% | 15 |
|
|
2019
Q1 | $28.5M | Sell |
281,490
-53,424
| -16% | -$5.41M | 2.54% | 19 |
|
|
2018
Q4 | $32.7M | Buy |
334,914
+335
| +0.1% | +$32.7K | 3.33% | 8 |
|
|
2018
Q3 | $37.8M | Buy |
334,579
+3,179
| +1% | +$359K | 3.29% | 5 |
|
|
2018
Q2 | $34.5M | Buy |
331,400
+814
| +0.2% | +$84.8K | 3.37% | 6 |
|
|
2018
Q1 | $36.4M | Sell |
330,586
-3,413
| -1% | -$375K | 3.58% | 4 |
|
|
2017
Q4 | $35.7M | Buy |
333,999
+4,944
| +2% | +$529K | 3.48% | 5 |
|
|
2017
Q3 | $31.4M | Buy |
329,055
+8,758
| +3% | +$836K | 3.3% | 6 |
|
|
2017
Q2 | $29.3M | Sell |
320,297
-1,647
| -0.5% | -$151K | 3.32% | 7 |
|
|
2017
Q1 | $28.3M | Buy |
321,944
+10,447
| +3% | +$918K | 3.28% | 8 |
|
|
2016
Q4 | $26.9M | Buy |
311,497
+23,407
| +8% | +$2.02M | 3.31% | 6 |
|
|
2016
Q3 | $19.2M | Buy |
288,090
+1,033
| +0.4% | +$68.8K | 2.54% | 20 |
|
|
2016
Q2 | $17.8M | Sell |
287,057
-30,534
| -10% | -$1.9M | 2.47% | 23 |
|
|
2016
Q1 | $18.8M | Sell |
317,591
-22,258
| -7% | -$1.32M | 2.71% | 19 |
|
|
2015
Q4 | $22.4M | Sell |
339,849
-821
| -0.2% | -$54.2K | 3.28% | 5 |
|
|
2015
Q3 | $20.8M | Sell |
340,670
-712
| -0.2% | -$43.4K | 3.1% | 6 |
|
|
2015
Q2 | $23.1M | Buy |
341,382
+15,004
| +5% | +$1.02M | 3.29% | 5 |
|
|
2015
Q1 | $19.8M | Buy |
326,378
+18,243
| +6% | +$1.11M | 2.78% | 17 |
|
|
2014
Q4 | $19.3M | Buy |
308,135
+9,823
| +3% | +$615K | 2.88% | 13 |
|
|
2014
Q3 | $18M | Buy |
298,312
+13,911
| +5% | +$838K | 2.84% | 12 |
|
|
2014
Q2 | $16.4M | Buy |
284,401
+13,321
| +5% | +$768K | 2.63% | 18 |
|
|
2014
Q1 | $16.5M | Buy |
271,080
+20,641
| +8% | +$1.25M | 2.98% | 11 |
|
|
2013
Q4 | $14.6M | Buy |
250,439
+18,495
| +8% | +$1.08M | 2.83% | 13 |
|
|
2013
Q3 | $12M | Buy |
231,944
+23,174
| +11% | +$1.2M | 2.54% | 21 |
|
|
2013
Q2 | $11M | Buy |
+208,770
| New | +$11M | 2.49% | 21 |
|