FLPIM
F.L. Putnam Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.9M | Sell |
330,730
-3,413
| -1% | -$989K | 1.65% | 12 |
|
|
2025
Q1 | $82M | Sell |
334,143
-4,879
| -1% | -$1.2M | 1.54% | 12 |
|
|
2024
Q4 | $81.3M | Buy |
339,022
+1,828
| +0.5% | +$438K | 1.49% | 12 |
|
|
2024
Q3 | $72.3M | Sell |
337,194
-4,040
| -1% | -$866K | 1.3% | 14 |
|
|
2024
Q2 | $69M | Buy |
341,234
+7,973
| +2% | +$1.61M | 1.29% | 14 |
|
|
2024
Q1 | $66.8M | Sell |
333,261
-5,396
| -2% | -$1.08M | 1.42% | 14 |
|
|
2023
Q4 | $57.6M | Sell |
338,657
-8,044
| -2% | -$1.37M | 1.36% | 13 |
|
|
2023
Q3 | $50.3M | Buy |
346,701
+5,633
| +2% | +$817K | 1.39% | 13 |
|
|
2023
Q2 | $49.6M | Buy |
341,068
+68,213
| +25% | +$9.92M | 1.35% | 14 |
|
|
2023
Q1 | $35.6M | Buy |
272,855
+47,551
| +21% | +$6.2M | 1.16% | 19 |
|
|
2022
Q4 | $30.2M | Sell |
225,304
-1,651
| -0.7% | -$221K | 1.1% | 24 |
|
|
2022
Q3 | $23.7M | Buy |
226,955
+5,539
| +3% | +$579K | 0.92% | 32 |
|
|
2022
Q2 | $24.9M | Sell |
221,416
-43,776
| -17% | -$4.93M | 0.92% | 29 |
|
|
2022
Q1 | $36.2M | Sell |
265,192
-732
| -0.3% | -$99.8K | 1.15% | 22 |
|
|
2021
Q4 | $42.1M | Buy |
265,924
+9,673
| +4% | +$1.53M | 1.29% | 19 |
|
|
2021
Q3 | $41.9M | Buy |
256,251
+4,872
| +2% | +$798K | 1.42% | 16 |
|
|
2021
Q2 | $39.1M | Buy |
251,379
+5,313
| +2% | +$826K | 1.35% | 17 |
|
|
2021
Q1 | $37.5M | Sell |
246,066
-2,137
| -0.9% | -$325K | 1.64% | 12 |
|
|
2020
Q4 | $31.5M | Buy |
248,203
+9,127
| +4% | +$1.16M | 1.48% | 15 |
|
|
2020
Q3 | $23M | Buy |
239,076
+6,556
| +3% | +$631K | 1.26% | 20 |
|
|
2020
Q2 | $21.9M | Buy |
232,520
+34,647
| +18% | +$3.26M | 1.3% | 18 |
|
|
2020
Q1 | $17.8M | Buy |
197,873
+46,808
| +31% | +$4.21M | 1.35% | 18 |
|
|
2019
Q4 | $21.1M | Buy |
151,065
+5,926
| +4% | +$826K | 1.29% | 19 |
|
|
2019
Q3 | $17.1M | Buy |
145,139
+11,580
| +9% | +$1.36M | 1.2% | 22 |
|
|
2019
Q2 | $14.9M | Buy |
133,559
+3,818
| +3% | +$427K | 1.2% | 24 |
|
|
2019
Q1 | $13.1M | Buy |
129,741
+2,425
| +2% | +$245K | 1.1% | 27 |
|
|
2018
Q4 | $12.4M | Sell |
127,316
-2,988
| -2% | -$292K | 1.35% | 23 |
|
|
2018
Q3 | $14.7M | Buy |
130,304
+811
| +0.6% | +$91.5K | 1.35% | 23 |
|
|
2018
Q2 | $13.5M | Sell |
129,493
-17,857
| -12% | -$1.86M | 1.31% | 22 |
|
|
2018
Q1 | $16.2M | Buy |
147,350
+61,576
| +72% | +$6.77M | 1.48% | 19 |
|
|
2017
Q4 | $9.17M | Buy |
85,774
+1,031
| +1% | +$110K | 0.84% | 39 |
|
|
2017
Q3 | $8.09M | Buy |
+84,743
| New | +$8.09M | 0.77% | 41 |
|
|
2017
Q1 | $6.98M | Buy |
79,423
+9,813
| +14% | +$862K | 0.72% | 44 |
|
|
2016
Q4 | $6.01M | Sell |
69,610
-8,180
| -11% | -$706K | 0.69% | 47 |
|
|
2016
Q3 | $5.18M | Buy |
77,790
+18,369
| +31% | +$1.22M | 0.59% | 55 |
|
|
2016
Q2 | $3.69M | Buy |
59,421
+5,287
| +10% | +$328K | 0.44% | 63 |
|
|
2016
Q1 | $3.21M | Buy |
54,134
+727
| +1% | +$43.1K | 0.38% | 69 |
|
|
2015
Q4 | $3.53M | Buy |
53,407
+2,720
| +5% | +$180K | 0.41% | 65 |
|
|
2015
Q3 | $3.09M | Sell |
50,687
-1,488
| -3% | -$90.7K | 0.38% | 67 |
|
|
2015
Q2 | $3.54M | Sell |
52,175
-3,544
| -6% | -$240K | 0.39% | 69 |
|
|
2015
Q1 | $3.38M | Sell |
55,719
-794
| -1% | -$48.1K | 0.38% | 72 |
|
|
2014
Q4 | $3.54M | Sell |
56,513
-921
| -2% | -$57.6K | 0.41% | 67 |
|
|
2014
Q3 | $3.46M | Buy |
57,434
+2,179
| +4% | +$131K | 0.41% | 73 |
|
|
2014
Q2 | $3.18M | Buy |
55,255
+27
| +0% | +$1.56K | 0.37% | 80 |
|
|
2014
Q1 | $3.35M | Sell |
55,228
-381
| -0.7% | -$23.1K | 0.4% | 78 |
|
|
2013
Q4 | $3.25M | Sell |
55,609
-4,585
| -8% | -$268K | 0.39% | 80 |
|
|
2013
Q3 | $3.11M | Buy |
60,194
+393
| +0.7% | +$20.3K | 0.41% | 77 |
|
|
2013
Q2 | $3.16M | Buy |
+59,801
| New | +$3.16M | 0.45% | 79 |
|