FWCM
Ferguson Wellman Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Sell |
761,725
-12,853
| -2% | -$3.73M | 3.89% | 5 |
|
|
2025
Q1 | $190M | Buy |
774,578
+9,628
| +1% | +$2.36M | 3.69% | 5 |
|
|
2024
Q4 | $183M | Sell |
764,950
-2,714
| -0.4% | -$651K | 3.49% | 6 |
|
|
2024
Q3 | $162M | Sell |
767,664
-4,402
| -0.6% | -$928K | 3.13% | 5 |
|
|
2024
Q2 | $156M | Sell |
772,066
-14,388
| -2% | -$2.91M | 3.17% | 5 |
|
|
2024
Q1 | $158M | Buy |
786,454
+12,033
| +2% | +$2.41M | 3.21% | 5 |
|
|
2023
Q4 | $132M | Buy |
774,421
+9,399
| +1% | +$1.6M | 2.95% | 4 |
|
|
2023
Q3 | $111M | Buy |
765,022
+2,607
| +0.3% | +$378K | 2.72% | 5 |
|
|
2023
Q2 | $111M | Buy |
762,415
+6,491
| +0.9% | +$944K | 2.6% | 5 |
|
|
2023
Q1 | $98.5M | Buy |
755,924
+11,827
| +2% | +$1.54M | 2.47% | 5 |
|
|
2022
Q4 | $99.8M | Buy |
744,097
+276,812
| +59% | +$37.1M | 2.6% | 5 |
|
|
2022
Q3 | $48.8M | Buy |
467,285
+11,802
| +3% | +$1.23M | 1.91% | 8 |
|
|
2022
Q2 | $51.3M | Buy |
455,483
+26,778
| +6% | +$3.02M | 1.9% | 9 |
|
|
2022
Q1 | $58.4M | Sell |
428,705
-40,957
| -9% | -$5.58M | 1.84% | 8 |
|
|
2021
Q4 | $74.4M | Buy |
469,662
+11,678
| +3% | +$1.85M | 2.17% | 6 |
|
|
2021
Q3 | $75M | Buy |
457,984
+3,909
| +0.9% | +$640K | 2.42% | 4 |
|
|
2021
Q2 | $70.6M | Buy |
454,075
+9,414
| +2% | +$1.46M | 2.3% | 6 |
|
|
2021
Q1 | $67.7M | Sell |
444,661
-344,726
| -44% | -$52.5M | 2.35% | 5 |
|
|
2020
Q4 | $100M | Buy |
789,387
+6,610
| +0.8% | +$840K | 2.45% | 6 |
|
|
2020
Q3 | $75.4M | Sell |
782,777
-50,510
| -6% | -$4.86M | 2.08% | 6 |
|
|
2020
Q2 | $78.4M | Sell |
833,287
-3,280
| -0.4% | -$309K | 2.39% | 6 |
|
|
2020
Q1 | $75.3M | Buy |
836,567
+13,118
| +2% | +$1.18M | 2.83% | 3 |
|
|
2019
Q4 | $115M | Buy |
823,449
+995
| +0.1% | +$139K | 3.38% | 2 |
|
|
2019
Q3 | $96.8M | Buy |
822,454
+5,318
| +0.7% | +$626K | 3.09% | 2 |
|
|
2019
Q2 | $91.4M | Buy |
817,136
+4,515
| +0.6% | +$505K | 3.04% | 3 |
|
|
2019
Q1 | $82.3M | Sell |
812,621
-9,768
| -1% | -$989K | 2.8% | 4 |
|
|
2018
Q4 | $80.3M | Buy |
822,389
+14,953
| +2% | +$1.46M | 3.08% | 3 |
|
|
2018
Q3 | $91.1M | Buy |
807,436
+6,656
| +0.8% | +$751K | 2.99% | 4 |
|
|
2018
Q2 | $83.4M | Buy |
800,780
+71,469
| +10% | +$7.45M | 2.92% | 3 |
|
|
2018
Q1 | $80.2M | Buy |
729,311
+268,038
| +58% | +$29.5M | 2.85% | 3 |
|
|
2017
Q4 | $49.3M | Buy |
461,273
+5,961
| +1% | +$637K | 1.7% | 10 |
|
|
2017
Q3 | $43.5M | Buy |
455,312
+2,613
| +0.6% | +$250K | 1.57% | 13 |
|
|
2017
Q2 | $41.4M | Buy |
452,699
+3,270
| +0.7% | +$299K | 1.55% | 14 |
|
|
2017
Q1 | $39.5M | Buy |
449,429
+11,111
| +3% | +$976K | 1.52% | 16 |
|
|
2016
Q4 | $37.8M | Buy |
438,318
+25,707
| +6% | +$2.22M | 1.54% | 16 |
|
|
2016
Q3 | $27.5M | Buy |
412,611
+50,511
| +14% | +$3.36M | 1.17% | 26 |
|
|
2016
Q2 | $22.5M | Buy |
362,100
+30,308
| +9% | +$1.88M | 0.95% | 38 |
|
|
2016
Q1 | $19.6M | Buy |
331,792
+48,979
| +17% | +$2.9M | 0.84% | 43 |
|
|
2015
Q4 | $18.7M | Buy |
282,813
+5,051
| +2% | +$334K | 0.77% | 45 |
|
|
2015
Q3 | $16.9M | Buy |
277,762
+44,095
| +19% | +$2.69M | 0.75% | 47 |
|
|
2015
Q2 | $15.8M | Buy |
233,667
+36,460
| +18% | +$2.47M | 0.65% | 52 |
|
|
2015
Q1 | $11.9M | Sell |
197,207
-93,661
| -32% | -$5.67M | 0.49% | 70 |
|
|
2014
Q4 | $18.2M | Buy |
290,868
+4,943
| +2% | +$309K | 0.73% | 50 |
|
|
2014
Q3 | $17.2M | Sell |
285,925
-289,795
| -50% | -$17.5M | 0.73% | 51 |
|
|
2014
Q2 | $33.2M | Buy |
575,720
+8,822
| +2% | +$508K | 1.4% | 17 |
|
|
2014
Q1 | $34.4M | Buy |
566,898
+6,537
| +1% | +$397K | 1.53% | 17 |
|
|
2013
Q4 | $32.8M | Buy |
560,361
+6
| +0% | +$351 | 1.48% | 15 |
|
|
2013
Q3 | $29M | Buy |
560,355
+180,273
| +47% | +$9.32M | 1.44% | 18 |
|
|
2013
Q2 | $20.1M | Buy |
+380,082
| New | +$20.1M | 1.55% | 27 |
|