Douglass Winthrop Advisors’s JPMorgan Chase JPM Stock Holding History

Douglass Winthrop Advisors’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 Q1	$20.7M	Buy	70,475 +112	+0.2%	+$34K	0.38%	40
2025 Q4	$22.7M	Buy	70,363 +4,172	+6%	+$1.29M	0.4%	37
2025 Q3	$20.9M	Buy	66,191 +11,312	+21%	+$3.36M	0.36%	38
2025 Q2	$15.9M	Buy	54,879 +1,130	+2%	+$288K	0.29%	38
2025 Q1	$13.2M	Buy	53,749 +69	+0.1%	+$17.6K	0.25%	42
2024 Q4	$12.9M	Sell	53,680 -270	-0.5%	-$62.9K	0.25%	43
2024 Q3	$11.4M	Buy	53,950 +4,348	+9%	+$916K	0.22%	45
2024 Q2	$10M	Buy	49,602 +1,759	+4%	+$344K	0.2%	47
2024 Q1	$9.58M	Buy	47,843 +4,503	+10%	+$813K	0.2%	52
2023 Q4	$7.37M	Buy	43,340 +3,231	+8%	+$490K	0.16%	58
2023 Q3	$5.82M	Sell	40,109 -9,283	-19%	-$1.39M	0.14%	62
2023 Q2	$7.18M	Sell	49,392 -8,209	-14%	-$1.13M	0.17%	52
2023 Q1	$7.51M	Sell	57,601 -1,390	-2%	-$190K	0.19%	47
2022 Q4	$7.91M	Sell	58,991 -3,794	-6%	-$481K	0.22%	46
2022 Q3	$6.56M	Sell	62,785 -722,489	-92%	-$82.9M	0.2%	45
2022 Q2	$88.4M	Sell	785,274 -11,467	-1%	-$1.42M	2.49%	13
2022 Q1	$109M	Sell	796,741 -1,096	-0.1%	-$162K	2.57%	14
2021 Q4	$126M	Sell	797,837 -16,604	-2%	-$2.73M	2.83%	9
2021 Q3	$133M	Sell	814,441 -11,813	-1%	-$1.85M	3.27%	6
2021 Q2	$129M	Sell	826,254 -35,456	-4%	-$5.57M	3.15%	6
2021 Q1	$131M	Sell	861,710 -15,790	-2%	-$2.27M	3.52%	7
2020 Q4	$112M	Buy	877,500 +55,753	+7%	+$6.23M	3.18%	8
2020 Q3	$79.1M	Buy	821,747 +145,131	+21%	+$14.3M	2.57%	15
2020 Q2	$63.6M	Buy	676,616 +596,733	+747%	+$56.6M	2.38%	16
2020 Q1	$7.19M	Buy	79,883 +1,848	+2%	+$225K	0.32%	41
2019 Q4	$10.9M	Sell	78,035 -979	-1%	-$126K	0.38%	40
2019 Q3	$9.3M	Buy	79,014 +624	+0.8%	+$70.6K	0.36%	43
2019 Q2	$8.76M	Buy	78,390 +14,296	+22%	+$1.58M	0.35%	44
2019 Q1	$6.49M	Hold	64,094	–	–	0.28%	54
2018 Q4	$6.26M	Sell	64,094 -2,090	-3%	-$223K	0.31%	53
2018 Q3	$7.47M	Sell	66,184 -17,193	-21%	-$1.95M	0.33%	51
2018 Q2	$8.69M	Sell	83,377 -1,911	-2%	-$210K	0.39%	47
2018 Q1	$9.38M	Buy	85,288 +1,155	+1%	+$131K	0.46%	43
2017 Q4	$9M	Buy	84,133 +69	+0.1%	+$6.99K	0.49%	42
2017 Q3	$8.03M	Buy	84,064 +744	+0.9%	+$68.6K	0.47%	43
2017 Q2	$7.62M	Buy	83,320 +5,625	+7%	+$485K	0.46%	45
2017 Q1	$6.83M	Sell	77,695 -5	-0%	-$441	0.43%	50
2016 Q4	$6.71M	Sell	77,700 -5,904	-7%	-$450K	0.45%	49
2016 Q3	$5.57M	Buy	83,604 +380	+0.5%	+$24.8K	0.38%	52
2016 Q2	$5.17M	Buy	83,224 +6,875	+9%	+$429K	0.36%	55
2016 Q1	$4.52M	Sell	76,349 -496	-0.6%	-$29K	0.33%	58
2015 Q4	$5.07M	Buy	76,845 +1,218	+2%	+$79.3K	0.38%	60
2015 Q3	$4.61M	Sell	75,627 -2,710	-3%	-$178K	0.36%	57
2015 Q2	$4.75M	Hold	78,337	–	–	0.37%	57
2015 Q1	$4.75M	Buy	78,337 +10,156	+15%	+$601K	0.37%	57
2014 Q4	$4.27M	Sell	68,181 -918	-1%	-$55.2K	0.38%	49
2014 Q3	$4.16M	Buy	69,099 +980	+1%	+$57.3K	0.38%	48
2014 Q2	$3.92M	Sell	68,119 -183	-0.3%	-$10.3K	0.36%	49
2014 Q1	$4.15M	Sell	68,302 -2,260	-3%	-$131K	0.41%	46
2013 Q4	$4.13M	Buy	70,562 +1,095	+2%	+$60K	0.43%	46
2013 Q3	$3.59M	Buy	69,467 +1,370	+2%	+$73.5K	0.42%	47
2013 Q2	$3.6M	Buy	+68,097	New	+$3.46M	0.44%	49