Eagle Ridge Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.7M | Buy |
69,862
+709
| +1% | +$165K | 1.46% | 27 |
|
|
2024
Q3 | $14.6M | Sell |
69,153
-33
| -0% | -$6.95K | 1.28% | 32 |
|
|
2024
Q2 | $14M | Sell |
69,186
-620
| -0.9% | -$121K | 1.3% | 31 |
|
|
2024
Q1 | $14M | Sell |
69,806
-1,982
| -3% | -$358K | 1.29% | 30 |
|
|
2023
Q4 | $12.2M | Buy |
71,788
+88
| +0.1% | +$13.3K | 1.2% | 34 |
|
|
2023
Q3 | $10.4M | Sell |
71,700
-660
| -0.9% | -$98.9K | 1.13% | 36 |
|
|
2023
Q2 | $10.5M | Sell |
72,360
-4,341
| -6% | -$597K | 1.1% | 39 |
|
|
2023
Q1 | $9.99M | Sell |
76,701
-500
| -0.6% | -$68.5K | 1.12% | 40 |
|
|
2022
Q4 | $10.4M | Sell |
77,201
-598
| -0.8% | -$75.8K | 1.21% | 39 |
|
|
2022
Q3 | $8.13M | Buy |
77,799
+92
| +0.1% | +$10.6K | 1.02% | 44 |
|
|
2022
Q2 | $8.75M | Buy |
77,707
+2,663
| +4% | +$330K | 1.05% | 43 |
|
|
2022
Q1 | $10.2M | Buy |
75,044
+1,533
| +2% | +$226K | 1.09% | 43 |
|
|
2021
Q4 | $11.6M | Sell |
73,511
-1,672
| -2% | -$275K | 1.22% | 32 |
|
|
2021
Q3 | $12.3M | Buy |
75,183
+1,866
| +3% | +$293K | 1.37% | 27 |
|
|
2021
Q2 | $11.4M | Sell |
73,317
-1,356
| -2% | -$213K | 1.32% | 32 |
|
|
2021
Q1 | $11.4M | Sell |
74,673
-7,549
| -9% | -$1.09M | 1.37% | 30 |
|
|
2020
Q4 | $10.4M | Sell |
82,222
-2,004
| -2% | -$224K | 1.32% | 30 |
|
|
2020
Q3 | $8.11M | Sell |
84,226
-268
| -0.3% | -$26.3K | 1.13% | 35 |
|
|
2020
Q2 | $7.95M | Sell |
84,494
-6,636
| -7% | -$630K | 1.2% | 35 |
|
|
2020
Q1 | $8.2M | Sell |
91,130
-10,499
| -10% | -$1.28M | 1.43% | 22 |
|
|
2019
Q4 | $14.2M | Buy |
101,629
+1,177
| +1% | +$151K | 1.9% | 14 |
|
|
2019
Q3 | $11.8M | Sell |
100,452
-2,118
| -2% | -$240K | 1.71% | 19 |
|
|
2019
Q2 | $11.5M | Sell |
102,570
-1,590
| -2% | -$175K | 1.66% | 18 |
|
|
2019
Q1 | $10.5M | Buy |
104,160
+1,379
| +1% | +$142K | 1.55% | 19 |
|
|
2018
Q4 | $10M | Buy |
102,781
+1,396
| +1% | +$149K | 1.7% | 16 |
|
|
2018
Q3 | $11.4M | Sell |
101,385
-1,031
| -1% | -$117K | 1.65% | 17 |
|
|
2018
Q2 | $10.7M | Buy |
102,416
+145
| +0.1% | +$15.9K | 1.61% | 18 |
|
|
2018
Q1 | $11.2M | Sell |
102,271
-1,184
| -1% | -$134K | 1.74% | 16 |
|
|
2017
Q4 | $11.1M | Sell |
103,455
-615
| -0.6% | -$62.3K | 1.71% | 15 |
|
|
2017
Q3 | $9.94M | Buy |
104,070
+344
| +0.3% | +$31.7K | 1.65% | 19 |
|
|
2017
Q2 | $9.34M | Sell |
103,726
-439
| -0.4% | -$37.9K | 1.78% | 14 |
|
|
2017
Q1 | $9.15M | Buy |
104,165
+2,606
| +3% | +$230K | 1.79% | 13 |
|
|
2016
Q4 | $8.76M | Sell |
101,559
-266
| -0.3% | -$20.3K | 1.82% | 11 |
|
|
2016
Q3 | $6.78M | Sell |
101,825
-1,851
| -2% | -$121K | 1.51% | 21 |
|
|
2016
Q2 | $6.44M | Sell |
103,676
-961
| -0.9% | -$60K | 1.48% | 19 |
|
|
2016
Q1 | $6.2M | Sell |
104,637
-1,068
| -1% | -$62.4K | 1.45% | 21 |
|
|
2015
Q4 | $6.98M | Sell |
105,705
-4,702
| -4% | -$306K | 1.67% | 17 |
|
|
2015
Q3 | $6.73M | Buy |
110,407
+2,761
| +3% | +$181K | 1.73% | 14 |
|
|
2015
Q2 | $7.29M | Buy |
107,646
+132
| +0.1% | +$8.62K | 3.29% | 6 |
|
|
2015
Q1 | $6.51M | Sell |
107,514
-1,438
| -1% | -$85.2K | 2.96% | 12 |
|
|
2014
Q4 | $6.82M | Buy |
108,952
+280
| +0.3% | +$16.9K | 3.12% | 9 |
|
|
2014
Q3 | $6.55M | Sell |
108,672
-42,715
| -28% | -$2.5M | 3.15% | 8 |
|
|
2014
Q2 | $8.72M | Buy |
151,387
+1,201
| +0.8% | +$67.5K | 4.08% | 5 |
|
|
2014
Q1 | $9.12M | Buy |
150,186
+33,166
| +28% | +$1.92M | 4.43% | 3 |
|
|
2013
Q4 | $6.84M | Sell |
117,020
-3,088
| -3% | -$169K | 3.43% | 7 |
|
|
2013
Q3 | $6.21M | Sell |
120,108
-860
| -0.7% | -$46.1K | 3.43% | 7 |
|
|
2013
Q2 | $6.39M | Buy |
+120,968
| New | +$6.15M | 3.69% | 7 |
|
Other funds holding JPM
Eagle Ridge Investment Management's JPM Position: Q4 2024 in Review
Eagle Ridge Investment Management increased its JPMorgan Chase (JPM) stake by 1% in Q4 2024, buying an estimated $165K and bringing the position to 69,862 shares worth $16.7M. The position accounts for 1.46% of the portfolio, ranked #27.
Eagle Ridge Investment Management first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.
- Eagle Ridge Investment Management held 69,862 shares of JPMorgan Chase worth $16.7M as of Q4 2024.
- Eagle Ridge Investment Management bought 709 JPMorgan Chase shares in Q4 2024, an estimated $165K.
- JPMorgan Chase made up 1.46% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #27 holding.
- Eagle Ridge Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
- 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.
Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.