Farmers & Merchants Investments Inc’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 | $46M | Sell |
158,601
-5,764
| -4% | -$1.67M | 1.34% | 14 |
|
|
2025
Q1 | $40.3M | Sell |
164,365
-7,640
| -4% | -$1.87M | 1.28% | 13 |
|
|
2024
Q4 | $41.2M | Buy |
172,005
+5,444
| +3% | +$1.3M | 1.29% | 14 |
|
|
2024
Q3 | $35.1M | Buy |
166,561
+2,236
| +1% | +$471K | 1.09% | 19 |
|
|
2024
Q2 | $33.2M | Sell |
164,325
-358
| -0.2% | -$72.4K | 1.11% | 15 |
|
|
2024
Q1 | $33M | Sell |
164,683
-1,121
| -0.7% | -$225K | 1.11% | 16 |
|
|
2023
Q4 | $28.2M | Sell |
165,804
-634
| -0.4% | -$108K | 1.03% | 19 |
|
|
2023
Q3 | $24.1M | Sell |
166,438
-8,636
| -5% | -$1.25M | 0.95% | 22 |
|
|
2023
Q2 | $25.5M | Buy |
175,074
+525
| +0.3% | +$76.4K | 0.96% | 20 |
|
|
2023
Q1 | $22.7M | Buy |
174,549
+1,166
| +0.7% | +$152K | 0.91% | 21 |
|
|
2022
Q4 | $23.3M | Buy |
173,383
+259
| +0.1% | +$34.7K | 0.96% | 20 |
|
|
2022
Q3 | $18.1M | Buy |
173,124
+10,072
| +6% | +$1.05M | 0.82% | 29 |
|
|
2022
Q2 | $18.4M | Buy |
163,052
+2,089
| +1% | +$235K | 0.78% | 30 |
|
|
2022
Q1 | $21.9M | Buy |
160,963
+6,715
| +4% | +$915K | 0.83% | 23 |
|
|
2021
Q4 | $24.4M | Buy |
154,248
+4,666
| +3% | +$739K | 0.91% | 21 |
|
|
2021
Q3 | $24.5M | Buy |
149,582
+20,074
| +16% | +$3.29M | 1.03% | 15 |
|
|
2021
Q2 | $20.1M | Buy |
129,508
+246
| +0.2% | +$38.3K | 0.9% | 22 |
|
|
2021
Q1 | $19.7M | Sell |
129,262
-755
| -0.6% | -$115K | 0.94% | 22 |
|
|
2020
Q4 | $16.5M | Sell |
130,017
-834
| -0.6% | -$106K | 0.85% | 26 |
|
|
2020
Q3 | $12.6M | Sell |
130,851
-523
| -0.4% | -$50.3K | 0.75% | 33 |
|
|
2020
Q2 | $12.4M | Buy |
131,374
+579
| +0.4% | +$54.5K | 0.81% | 32 |
|
|
2020
Q1 | $11.8M | Buy |
130,795
+994
| +0.8% | +$89.5K | 0.9% | 33 |
|
|
2019
Q4 | $18.1M | Sell |
129,801
-6,050
| -4% | -$843K | 1.11% | 16 |
|
|
2019
Q3 | $16M | Buy |
135,851
+16,274
| +14% | +$1.92M | 1.01% | 22 |
|
|
2019
Q2 | $13.4M | Sell |
119,577
-446
| -0.4% | -$49.9K | 0.86% | 33 |
|
|
2019
Q1 | $12.2M | Sell |
120,023
-1,668
| -1% | -$169K | 0.81% | 34 |
|
|
2018
Q4 | $11.9M | Buy |
121,691
+1,514
| +1% | +$148K | 0.9% | 31 |
|
|
2018
Q3 | $13.6M | Buy |
120,177
+422
| +0.4% | +$47.6K | 0.92% | 28 |
|
|
2018
Q2 | $12.5M | Sell |
119,755
-613
| -0.5% | -$63.9K | 0.91% | 29 |
|
|
2018
Q1 | $13.2M | Buy |
120,368
+9,971
| +9% | +$1.1M | 1% | 22 |
|
|
2017
Q4 | $11.8M | Sell |
110,397
-154
| -0.1% | -$16.5K | 0.86% | 34 |
|
|
2017
Q3 | $10.6M | Buy |
110,551
+3,695
| +3% | +$353K | 0.83% | 35 |
|
|
2017
Q2 | $9.77M | Buy |
106,856
+2,709
| +3% | +$248K | 0.81% | 33 |
|
|
2017
Q1 | $9.15M | Buy |
104,147
+3,722
| +4% | +$327K | 0.81% | 37 |
|
|
2016
Q4 | $8.67M | Buy |
100,425
+646
| +0.6% | +$55.7K | 0.79% | 38 |
|
|
2016
Q3 | $6.64M | Buy |
99,779
+2,178
| +2% | +$145K | 0.7% | 46 |
|
|
2016
Q2 | $6.07M | Sell |
97,601
-4,114
| -4% | -$256K | 0.68% | 50 |
|
|
2016
Q1 | $6.02M | Buy |
101,715
+4,275
| +4% | +$253K | 0.7% | 48 |
|
|
2015
Q4 | $6.43M | Buy |
97,440
+3,937
| +4% | +$260K | 0.81% | 37 |
|
|
2015
Q3 | $5.7M | Buy |
93,503
+138
| +0.1% | +$8.41K | 0.78% | 40 |
|
|
2015
Q2 | $6.33M | Sell |
93,365
-2,476
| -3% | -$168K | 0.8% | 39 |
|
|
2015
Q1 | $5.81M | Buy |
95,841
+2,631
| +3% | +$159K | 0.73% | 45 |
|
|
2014
Q4 | $5.83M | Sell |
93,210
-501
| -0.5% | -$31.4K | 0.73% | 43 |
|
|
2014
Q3 | $5.65M | Buy |
93,711
+3,542
| +4% | +$213K | 0.75% | 41 |
|
|
2014
Q2 | $5.2M | Sell |
90,169
-34
| -0% | -$1.96K | 0.69% | 46 |
|
|
2014
Q1 | $5.48M | Sell |
90,203
-30
| -0% | -$1.82K | 0.77% | 40 |
|
|
2013
Q4 | $5.28M | Sell |
90,233
-410
| -0.5% | -$24K | 0.76% | 41 |
|
|
2013
Q3 | $4.69M | Sell |
90,643
-24,917
| -22% | -$1.29M | 0.74% | 39 |
|
|
2013
Q2 | $6.1M | Buy |
+115,560
| New | +$6.1M | 0.94% | 25 |
|