Douglass Winthrop Advisors’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 | $15.9M | Buy |
54,879
+1,130
| +2% | +$328K | 0.29% | 38 |
|
|
2025
Q1 | $13.2M | Buy |
53,749
+69
| +0.1% | +$16.9K | 0.25% | 42 |
|
|
2024
Q4 | $12.9M | Sell |
53,680
-270
| -0.5% | -$64.7K | 0.25% | 43 |
|
|
2024
Q3 | $11.4M | Buy |
53,950
+4,348
| +9% | +$917K | 0.22% | 45 |
|
|
2024
Q2 | $10M | Buy |
49,602
+1,759
| +4% | +$356K | 0.2% | 47 |
|
|
2024
Q1 | $9.58M | Buy |
47,843
+4,503
| +10% | +$902K | 0.2% | 52 |
|
|
2023
Q4 | $7.37M | Buy |
43,340
+3,231
| +8% | +$550K | 0.16% | 58 |
|
|
2023
Q3 | $5.82M | Sell |
40,109
-9,283
| -19% | -$1.35M | 0.14% | 62 |
|
|
2023
Q2 | $7.18M | Sell |
49,392
-8,209
| -14% | -$1.19M | 0.17% | 52 |
|
|
2023
Q1 | $7.51M | Sell |
57,601
-1,390
| -2% | -$181K | 0.19% | 47 |
|
|
2022
Q4 | $7.91M | Sell |
58,991
-3,794
| -6% | -$509K | 0.22% | 46 |
|
|
2022
Q3 | $6.56M | Sell |
62,785
-722,489
| -92% | -$75.5M | 0.2% | 45 |
|
|
2022
Q2 | $88.4M | Sell |
785,274
-11,467
| -1% | -$1.29M | 2.49% | 13 |
|
|
2022
Q1 | $109M | Sell |
796,741
-1,096
| -0.1% | -$149K | 2.57% | 14 |
|
|
2021
Q4 | $126M | Sell |
797,837
-16,604
| -2% | -$2.63M | 2.83% | 9 |
|
|
2021
Q3 | $133M | Sell |
814,441
-11,813
| -1% | -$1.93M | 3.27% | 6 |
|
|
2021
Q2 | $129M | Sell |
826,254
-35,456
| -4% | -$5.51M | 3.15% | 6 |
|
|
2021
Q1 | $131M | Sell |
861,710
-15,790
| -2% | -$2.4M | 3.52% | 7 |
|
|
2020
Q4 | $112M | Buy |
877,500
+55,753
| +7% | +$7.08M | 3.18% | 8 |
|
|
2020
Q3 | $79.1M | Buy |
821,747
+145,131
| +21% | +$14M | 2.57% | 15 |
|
|
2020
Q2 | $63.6M | Buy |
676,616
+596,733
| +747% | +$56.1M | 2.38% | 16 |
|
|
2020
Q1 | $7.19M | Buy |
79,883
+1,848
| +2% | +$166K | 0.32% | 41 |
|
|
2019
Q4 | $10.9M | Sell |
78,035
-979
| -1% | -$136K | 0.38% | 40 |
|
|
2019
Q3 | $9.3M | Buy |
79,014
+624
| +0.8% | +$73.4K | 0.36% | 43 |
|
|
2019
Q2 | $8.76M | Buy |
78,390
+14,296
| +22% | +$1.6M | 0.35% | 44 |
|
|
2019
Q1 | $6.49M | Hold |
64,094
| – | – | 0.28% | 54 |
|
|
2018
Q4 | $6.26M | Sell |
64,094
-2,090
| -3% | -$204K | 0.31% | 53 |
|
|
2018
Q3 | $7.47M | Sell |
66,184
-17,193
| -21% | -$1.94M | 0.33% | 51 |
|
|
2018
Q2 | $8.69M | Sell |
83,377
-1,911
| -2% | -$199K | 0.39% | 47 |
|
|
2018
Q1 | $9.38M | Buy |
85,288
+1,155
| +1% | +$127K | 0.46% | 43 |
|
|
2017
Q4 | $9M | Buy |
84,133
+69
| +0.1% | +$7.38K | 0.49% | 42 |
|
|
2017
Q3 | $8.03M | Buy |
84,064
+744
| +0.9% | +$71.1K | 0.47% | 43 |
|
|
2017
Q2 | $7.62M | Buy |
83,320
+5,625
| +7% | +$514K | 0.46% | 45 |
|
|
2017
Q1 | $6.83M | Sell |
77,695
-5
| -0% | -$439 | 0.43% | 50 |
|
|
2016
Q4 | $6.71M | Sell |
77,700
-5,904
| -7% | -$509K | 0.45% | 49 |
|
|
2016
Q3 | $5.57M | Buy |
83,604
+380
| +0.5% | +$25.3K | 0.38% | 52 |
|
|
2016
Q2 | $5.17M | Buy |
83,224
+6,875
| +9% | +$427K | 0.36% | 55 |
|
|
2016
Q1 | $4.52M | Sell |
76,349
-496
| -0.6% | -$29.4K | 0.33% | 58 |
|
|
2015
Q4 | $5.07M | Buy |
76,845
+1,218
| +2% | +$80.4K | 0.38% | 60 |
|
|
2015
Q3 | $4.61M | Sell |
75,627
-2,710
| -3% | -$165K | 0.36% | 57 |
|
|
2015
Q2 | $4.75M | Hold |
78,337
| – | – | 0.37% | 57 |
|
|
2015
Q1 | $4.75M | Buy |
78,337
+10,156
| +15% | +$615K | 0.37% | 57 |
|
|
2014
Q4 | $4.27M | Sell |
68,181
-918
| -1% | -$57.5K | 0.38% | 49 |
|
|
2014
Q3 | $4.16M | Buy |
69,099
+980
| +1% | +$59K | 0.38% | 48 |
|
|
2014
Q2 | $3.93M | Sell |
68,119
-183
| -0.3% | -$10.5K | 0.36% | 49 |
|
|
2014
Q1 | $4.15M | Sell |
68,302
-2,260
| -3% | -$137K | 0.41% | 46 |
|
|
2013
Q4 | $4.13M | Buy |
70,562
+1,095
| +2% | +$64K | 0.43% | 46 |
|
|
2013
Q3 | $3.59M | Buy |
69,467
+1,370
| +2% | +$70.8K | 0.42% | 47 |
|
|
2013
Q2 | $3.6M | Buy |
+68,097
| New | +$3.6M | 0.44% | 49 |
|