Fairfield, Bush & Co’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 | $5.59M | Sell |
19,296
-349
| -2% | -$101K | 3.16% | 8 |
|
|
2025
Q1 | $4.82M | Sell |
19,645
-749
| -4% | -$184K | 3.06% | 7 |
|
|
2024
Q4 | $4.89M | Sell |
20,394
-1,332
| -6% | -$319K | 2.87% | 9 |
|
|
2024
Q3 | $4.58M | Sell |
21,726
-2,250
| -9% | -$474K | 2.72% | 10 |
|
|
2024
Q2 | $4.85M | Sell |
23,976
-866
| -3% | -$175K | 2.91% | 7 |
|
|
2024
Q1 | $4.98M | Sell |
24,842
-1,191
| -5% | -$239K | 2.95% | 8 |
|
|
2023
Q4 | $4.43M | Sell |
26,033
-5,564
| -18% | -$946K | 2.6% | 8 |
|
|
2023
Q3 | $4.58M | Sell |
31,597
-17,800
| -36% | -$2.58M | 2.99% | 8 |
|
|
2023
Q2 | $7.18M | Buy |
49,397
+2,087
| +4% | +$304K | 1.98% | 9 |
|
|
2023
Q1 | $6.16M | Buy |
47,310
+11,286
| +31% | +$1.47M | 2.17% | 9 |
|
|
2022
Q4 | $4.83M | Sell |
36,024
-1,316
| -4% | -$176K | 3.19% | 6 |
|
|
2022
Q3 | $3.9M | Sell |
37,340
-2,620
| -7% | -$274K | 2.76% | 7 |
|
|
2022
Q2 | $4.5M | Sell |
39,960
-4,451
| -10% | -$501K | 2.65% | 9 |
|
|
2022
Q1 | $6.05M | Buy |
44,411
+40
| +0.1% | +$5.45K | 3.04% | 8 |
|
|
2021
Q4 | $7.03M | Sell |
44,371
-5,439
| -11% | -$861K | 3.38% | 7 |
|
|
2021
Q3 | $8.15M | Sell |
49,810
-20,717
| -29% | -$3.39M | 2.65% | 8 |
|
|
2021
Q2 | $11M | Sell |
70,527
-4,532
| -6% | -$705K | 2.98% | 6 |
|
|
2021
Q1 | $11.4M | Buy |
75,059
+3,329
| +5% | +$507K | 3.26% | 6 |
|
|
2020
Q4 | $9.69M | Sell |
71,730
-2,447
| -3% | -$330K | 2.82% | 6 |
|
|
2020
Q3 | $7.14M | Buy |
74,177
+3,383
| +5% | +$326K | 2.28% | 9 |
|
|
2020
Q2 | $6.66M | Buy |
70,794
+4,647
| +7% | +$437K | 2.38% | 8 |
|
|
2020
Q1 | $5.96M | Sell |
66,147
-4,930
| -7% | -$444K | 2.48% | 8 |
|
|
2019
Q4 | $9.91M | Sell |
71,077
-26,861
| -27% | -$3.74M | 3.65% | 5 |
|
|
2019
Q3 | $11.5M | Sell |
97,938
-3,043
| -3% | -$358K | 3.98% | 4 |
|
|
2019
Q2 | $11.3M | Sell |
100,981
-8,648
| -8% | -$967K | 3.85% | 3 |
|
|
2019
Q1 | $11.1M | Sell |
109,629
-2,938
| -3% | -$297K | 3.68% | 5 |
|
|
2018
Q4 | $11M | Sell |
112,567
-263
| -0.2% | -$25.7K | 3.78% | 4 |
|
|
2018
Q3 | $12.7M | Sell |
112,830
-9,635
| -8% | -$1.09M | 3.57% | 6 |
|
|
2018
Q2 | $12.8M | Sell |
122,465
-2,979
| -2% | -$310K | 3.75% | 4 |
|
|
2018
Q1 | $13.8M | Sell |
125,444
-14,101
| -10% | -$1.55M | 4.01% | 4 |
|
|
2017
Q4 | $14.9M | Sell |
139,545
-994
| -0.7% | -$106K | 4.11% | 3 |
|
|
2017
Q3 | $13.4M | Sell |
140,539
-93
| -0.1% | -$8.88K | 4.19% | 3 |
|
|
2017
Q2 | $12.9M | Sell |
140,632
-251
| -0.2% | -$22.9K | 4.12% | 3 |
|
|
2017
Q1 | $12.4M | Sell |
140,883
-8,352
| -6% | -$734K | 3.86% | 4 |
|
|
2016
Q4 | $12.9M | Sell |
149,235
-1,103
| -0.7% | -$95.2K | 4.18% | 3 |
|
|
2016
Q3 | $10M | Buy |
150,338
+18,119
| +14% | +$1.21M | 3.24% | 5 |
|
|
2016
Q2 | $8.22M | Sell |
132,219
-1,601
| -1% | -$99.5K | 2.85% | 9 |
|
|
2016
Q1 | $7.93M | Buy |
133,820
+8,015
| +6% | +$475K | 2.83% | 8 |
|
|
2015
Q4 | $8.31M | Sell |
125,805
-3,058
| -2% | -$202K | 2.91% | 6 |
|
|
2015
Q3 | $7.86M | Sell |
128,863
-8,677
| -6% | -$529K | 3.45% | 5 |
|
|
2015
Q2 | $9.32M | Sell |
137,540
-788
| -0.6% | -$53.4K | 2.8% | 5 |
|
|
2015
Q1 | $8.38M | Sell |
138,328
-889
| -0.6% | -$53.9K | 2.44% | 7 |
|
|
2014
Q4 | $8.71M | Sell |
139,217
-42
| -0% | -$2.63K | 2.5% | 7 |
|
|
2014
Q3 | $8.39M | Sell |
139,259
-1,291
| -0.9% | -$77.8K | 2.41% | 6 |
|
|
2014
Q2 | $8.1M | Buy |
140,550
+22,652
| +19% | +$1.31M | 2.38% | 7 |
|
|
2014
Q1 | $7.16M | Sell |
117,898
-199
| -0.2% | -$12.1K | 3.37% | 5 |
|
|
2013
Q4 | $6.91M | Sell |
118,097
-26,866
| -19% | -$1.57M | 3.09% | 7 |
|
|
2013
Q3 | $7.49M | Buy |
144,963
+117,868
| +435% | +$6.09M | 2.27% | 7 |
|
|
2013
Q2 | $1.43M | Buy |
+27,095
| New | +$1.43M | 0.73% | 34 |
|