ECM
Exchange Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Sell |
32,762
-563
| -2% | -$163K | 1.42% | 19 |
|
|
2025
Q1 | $8.17M | Sell |
33,325
-787
| -2% | -$193K | 1.33% | 19 |
|
|
2024
Q4 | $8.18M | Sell |
34,112
-58
| -0.2% | -$13.9K | 1.3% | 19 |
|
|
2024
Q3 | $7.21M | Sell |
34,170
-1,968
| -5% | -$415K | 1.15% | 23 |
|
|
2024
Q2 | $7.31M | Sell |
36,138
-366
| -1% | -$74K | 1.19% | 24 |
|
|
2024
Q1 | $7.31M | Sell |
36,504
-459
| -1% | -$91.9K | 1.19% | 22 |
|
|
2023
Q4 | $6.29M | Sell |
36,963
-472
| -1% | -$80.3K | 1.13% | 25 |
|
|
2023
Q3 | $5.43M | Sell |
37,435
-867
| -2% | -$126K | 1.02% | 30 |
|
|
2023
Q2 | $5.57M | Buy |
38,302
+1,803
| +5% | +$262K | 1.03% | 30 |
|
|
2023
Q1 | $4.76M | Buy |
36,499
+824
| +2% | +$107K | 0.97% | 35 |
|
|
2022
Q4 | $4.78M | Sell |
35,675
-442
| -1% | -$59.3K | 1.05% | 31 |
|
|
2022
Q3 | $3.77M | Sell |
36,117
-613
| -2% | -$64.1K | 0.88% | 38 |
|
|
2022
Q2 | $4.14M | Buy |
36,730
+4,488
| +14% | +$505K | 0.9% | 40 |
|
|
2022
Q1 | $4.4M | Sell |
32,242
-18
| -0.1% | -$2.45K | 0.82% | 42 |
|
|
2021
Q4 | $5.11M | Buy |
32,260
+52
| +0.2% | +$8.23K | 0.93% | 36 |
|
|
2021
Q3 | $5.27M | Sell |
32,208
-7,947
| -20% | -$1.3M | 1.02% | 32 |
|
|
2021
Q2 | $6.25M | Sell |
40,155
-29
| -0.1% | -$4.51K | 1.2% | 27 |
|
|
2021
Q1 | $6.12M | Sell |
40,184
-16,484
| -29% | -$2.51M | 1.27% | 25 |
|
|
2020
Q4 | $7.2M | Buy |
56,668
+2,973
| +6% | +$378K | 1.6% | 13 |
|
|
2020
Q3 | $5.17M | Buy |
53,695
+339
| +0.6% | +$32.6K | 1.31% | 27 |
|
|
2020
Q2 | $5.02M | Buy |
53,356
+4,187
| +9% | +$394K | 1.39% | 22 |
|
|
2020
Q1 | $4.43M | Sell |
49,169
-3,887
| -7% | -$350K | 1.44% | 20 |
|
|
2019
Q4 | $7.4M | Sell |
53,056
-1,928
| -4% | -$269K | 1.9% | 11 |
|
|
2019
Q3 | $6.47M | Buy |
54,984
+4,716
| +9% | +$555K | 1.7% | 14 |
|
|
2019
Q2 | $5.62M | Sell |
50,268
-2,828
| -5% | -$316K | 1.51% | 19 |
|
|
2019
Q1 | $5.38M | Sell |
53,096
-572
| -1% | -$57.9K | 1.51% | 20 |
|
|
2018
Q4 | $5.24M | Sell |
53,668
-736
| -1% | -$71.8K | 1.7% | 15 |
|
|
2018
Q3 | $6.14M | Sell |
54,404
-3,015
| -5% | -$340K | 1.78% | 14 |
|
|
2018
Q2 | $5.98M | Sell |
57,419
-5,855
| -9% | -$610K | 1.78% | 13 |
|
|
2018
Q1 | $6.96M | Sell |
63,274
-11,248
| -15% | -$1.24M | 2.19% | 10 |
|
|
2017
Q4 | $7.97M | Sell |
74,522
-23,652
| -24% | -$2.53M | 2.51% | 8 |
|
|
2017
Q3 | $9.38M | Sell |
98,174
-10,044
| -9% | -$959K | 3.1% | 3 |
|
|
2017
Q2 | $9.89M | Sell |
108,218
-1,741
| -2% | -$159K | 3.33% | 3 |
|
|
2017
Q1 | $9.66M | Sell |
109,959
-5,893
| -5% | -$518K | 3.5% | 4 |
|
|
2016
Q4 | $10M | Buy |
115,852
+315
| +0.3% | +$27.2K | 3.81% | 4 |
|
|
2016
Q3 | $7.69M | Buy |
115,537
+590
| +0.5% | +$39.3K | 3.02% | 7 |
|
|
2016
Q2 | $7.14M | Buy |
114,947
+399
| +0.3% | +$24.8K | 2.9% | 6 |
|
|
2016
Q1 | $6.78M | Buy |
114,548
+37,097
| +48% | +$2.2M | 2.93% | 6 |
|
|
2015
Q4 | $5.11M | Buy |
77,451
+1,510
| +2% | +$99.7K | 2.16% | 12 |
|
|
2015
Q3 | $4.63M | Buy |
75,941
+5,436
| +8% | +$331K | 2.15% | 16 |
|
|
2015
Q2 | $4.78M | Buy |
70,505
+1,270
| +2% | +$86K | 1.95% | 18 |
|
|
2015
Q1 | $4.19M | Buy |
69,235
+3,822
| +6% | +$232K | 1.71% | 22 |
|
|
2014
Q4 | $4.1M | Buy |
65,413
+929
| +1% | +$58.3K | 1.72% | 24 |
|
|
2014
Q3 | $3.89M | Buy |
64,484
+1,000
| +2% | +$60.2K | 1.7% | 24 |
|
|
2014
Q2 | $3.66M | Buy |
63,484
+785
| +1% | +$45.2K | 1.61% | 27 |
|
|
2014
Q1 | $3.81M | Buy |
62,699
+307
| +0.5% | +$18.6K | 1.75% | 25 |
|
|
2013
Q4 | $3.65M | Sell |
62,392
-9,144
| -13% | -$535K | 1.78% | 22 |
|
|
2013
Q3 | $3.7M | Buy |
71,536
+17,296
| +32% | +$894K | 1.94% | 13 |
|
|
2013
Q2 | $2.86M | Buy |
+54,240
| New | +$2.86M | 1.59% | 28 |
|