Estabrook 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 | $50.2M | Sell |
173,014
-3,759
| -2% | -$1.09M | 7.72% | 2 |
|
|
2025
Q1 | $43.4M | Sell |
176,773
-9,982
| -5% | -$2.45M | 7.01% | 2 |
|
|
2024
Q4 | $44.8M | Sell |
186,755
-2,568
| -1% | -$616K | 6.9% | 3 |
|
|
2024
Q3 | $39.9M | Sell |
189,323
-1,814
| -0.9% | -$383K | 5.95% | 3 |
|
|
2024
Q2 | $38.7M | Sell |
191,137
-3,195
| -2% | -$646K | 5.95% | 3 |
|
|
2024
Q1 | $38.9M | Sell |
194,332
-3,826
| -2% | -$766K | 6.01% | 2 |
|
|
2023
Q4 | $33.7M | Sell |
198,158
-3,440
| -2% | -$585K | 5.51% | 3 |
|
|
2023
Q3 | $29.2M | Sell |
201,598
-728
| -0.4% | -$106K | 5.15% | 3 |
|
|
2023
Q2 | $29.4M | Sell |
202,326
-1,713
| -0.8% | -$249K | 4.9% | 3 |
|
|
2023
Q1 | $26.6M | Buy |
204,039
+5,438
| +3% | +$709K | 4.61% | 3 |
|
|
2022
Q4 | $26.6M | Sell |
198,601
-2,086
| -1% | -$280K | 4.58% | 3 |
|
|
2022
Q3 | $21M | Sell |
200,687
-2,029
| -1% | -$212K | 3.9% | 4 |
|
|
2022
Q2 | $22.8M | Sell |
202,716
-1,762
| -0.9% | -$198K | 3.91% | 3 |
|
|
2022
Q1 | $27.9M | Sell |
204,478
-1,921
| -0.9% | -$262K | 4.1% | 3 |
|
|
2021
Q4 | $32.7M | Sell |
206,399
-2,819
| -1% | -$446K | 4.64% | 3 |
|
|
2021
Q3 | $34.2M | Sell |
209,218
-7,997
| -4% | -$1.31M | 5.39% | 2 |
|
|
2021
Q2 | $33.8M | Sell |
217,215
-8,905
| -4% | -$1.39M | 5.13% | 2 |
|
|
2021
Q1 | $34.4M | Sell |
226,120
-3,600
| -2% | -$548K | 5.3% | 2 |
|
|
2020
Q4 | $29.2M | Sell |
229,720
-4,333
| -2% | -$551K | 4.84% | 3 |
|
|
2020
Q3 | $22.5M | Sell |
234,053
-5,368
| -2% | -$517K | 4.14% | 3 |
|
|
2020
Q2 | $22.5M | Sell |
239,421
-6,612
| -3% | -$622K | 4.28% | 3 |
|
|
2020
Q1 | $22.2M | Sell |
246,033
-12,963
| -5% | -$1.17M | 4.66% | 2 |
|
|
2019
Q4 | $36.1M | Sell |
258,996
-4,523
| -2% | -$631K | 5.43% | 2 |
|
|
2019
Q3 | $31M | Sell |
263,519
-8,768
| -3% | -$1.03M | 5.17% | 2 |
|
|
2019
Q2 | $30.4M | Sell |
272,287
-2,594
| -0.9% | -$290K | 4.98% | 2 |
|
|
2019
Q1 | $27.8M | Sell |
274,881
-1,548
| -0.6% | -$157K | 4.61% | 2 |
|
|
2018
Q4 | $27M | Sell |
276,429
-7,718
| -3% | -$753K | 5% | 2 |
|
|
2018
Q3 | $32.1M | Sell |
284,147
-7,238
| -2% | -$817K | 4.85% | 2 |
|
|
2018
Q2 | $30.4M | Sell |
291,385
-5,687
| -2% | -$593K | 4.78% | 2 |
|
|
2018
Q1 | $32.7M | Sell |
297,072
-14,023
| -5% | -$1.54M | 5.12% | 2 |
|
|
2017
Q4 | $33.3M | Sell |
311,095
-22,441
| -7% | -$2.4M | 5.02% | 2 |
|
|
2017
Q3 | $31.9M | Sell |
333,536
-7,491
| -2% | -$715K | 4.95% | 1 |
|
|
2017
Q2 | $31.2M | Sell |
341,027
-6,516
| -2% | -$596K | 4.96% | 1 |
|
|
2017
Q1 | $30.5M | Sell |
347,543
-23,163
| -6% | -$2.03M | 4.78% | 1 |
|
|
2016
Q4 | $32M | Sell |
370,706
-52,763
| -12% | -$4.55M | 5.01% | 1 |
|
|
2016
Q3 | $28.2M | Sell |
423,469
-9,207
| -2% | -$613K | 4.14% | 2 |
|
|
2016
Q2 | $26.9M | Sell |
432,676
-22,788
| -5% | -$1.42M | 4.03% | 3 |
|
|
2016
Q1 | $27M | Buy |
455,464
+2,377
| +0.5% | +$141K | 3.99% | 3 |
|
|
2015
Q4 | $29.9M | Sell |
453,087
-19,752
| -4% | -$1.3M | 4.33% | 3 |
|
|
2015
Q3 | $28.8M | Sell |
472,839
-18,389
| -4% | -$1.12M | 4.16% | 1 |
|
|
2015
Q2 | $33.3M | Sell |
491,228
-79,297
| -14% | -$5.37M | 4.12% | 1 |
|
|
2015
Q1 | $34.6M | Sell |
570,525
-12,691
| -2% | -$769K | 4.04% | 1 |
|
|
2014
Q4 | $36.5M | Sell |
583,216
-8,831
| -1% | -$553K | 4.02% | 1 |
|
|
2014
Q3 | $35.7M | Sell |
592,047
-10,309
| -2% | -$621K | 3.82% | 1 |
|
|
2014
Q2 | $34.7M | Sell |
602,356
-33,300
| -5% | -$1.92M | 3.56% | 1 |
|
|
2014
Q1 | $38.6M | Sell |
635,656
-14,321
| -2% | -$869K | 3.93% | 1 |
|
|
2013
Q4 | $38M | Sell |
649,977
-11,737
| -2% | -$686K | 3.91% | 1 |
|
|
2013
Q3 | $34.2M | Sell |
661,714
-29,288
| -4% | -$1.51M | 3.73% | 1 |
|
|
2013
Q2 | $36.5M | Buy |
+691,002
| New | +$36.5M | 3.86% | 1 |
|