Ferguson Wellman Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Sell |
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|
2025
Q1 | $190M | Buy |
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|
2024
Q4 | $183M | Sell |
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|
2024
Q3 | $162M | Sell |
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|
2024
Q2 | $156M | Sell |
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|
2024
Q1 | $158M | Buy |
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|
2023
Q4 | $132M | Buy |
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|
2023
Q3 | $111M | Buy |
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|
2023
Q2 | $111M | Buy |
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|
2023
Q1 | $98.5M | Buy |
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|
2022
Q4 | $99.8M | Buy |
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|
2022
Q3 | $48.8M | Buy |
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|
2022
Q2 | $51.3M | Buy |
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|
2022
Q1 | $58.4M | Sell |
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|
2021
Q4 | $74.4M | Buy |
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|
2021
Q3 | $75M | Buy |
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|
2021
Q2 | $70.6M | Buy |
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|
2021
Q1 | $67.7M | Sell |
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|
2020
Q4 | $100M | Buy |
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|
2020
Q3 | $75.4M | Sell |
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|
2020
Q2 | $78.4M | Sell |
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|
2020
Q1 | $75.3M | Buy |
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|
2019
Q4 | $115M | Buy |
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|
2019
Q3 | $96.8M | Buy |
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|
2019
Q2 | $91.4M | Buy |
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|
2019
Q1 | $82.3M | Sell |
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|
2018
Q4 | $80.3M | Buy |
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|
2018
Q3 | $91.1M | Buy |
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|
2018
Q2 | $83.4M | Buy |
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|
2018
Q1 | $80.2M | Buy |
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|
2017
Q4 | $49.3M | Buy |
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|
2017
Q3 | $43.5M | Buy |
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|
2017
Q2 | $41.4M | Buy |
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|
2017
Q1 | $39.5M | Buy |
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|
2016
Q4 | $37.8M | Buy |
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|
2016
Q3 | $27.5M | Buy |
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|
2016
Q2 | $22.5M | Buy |
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|
2016
Q1 | $19.6M | Buy |
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|
2015
Q4 | $18.7M | Buy |
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|
2015
Q3 | $16.9M | Buy |
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|
2015
Q2 | $15.8M | Buy |
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|
2015
Q1 | $11.9M | Sell |
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|
2014
Q4 | $18.2M | Buy |
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|
2014
Q3 | $17.2M | Sell |
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|
2014
Q2 | $33.2M | Buy |
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|
2014
Q1 | $34.4M | Buy |
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|
2013
Q4 | $32.8M | Buy |
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|
2013
Q3 | $29M | Buy |
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|
2013
Q2 | $20.1M | Buy |
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