First Manhattan’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 | $85.1M | Sell |
293,530
-8,766
| -3% | -$2.54M | 0.24% | 59 |
|
2025
Q1 | $74.2M | Buy |
302,296
+72,265
| +31% | +$17.7M | 0.22% | 58 |
|
2024
Q4 | $55.1M | Sell |
230,031
-3,879
| -2% | -$930K | 0.16% | 66 |
|
2024
Q3 | $49.3M | Sell |
233,910
-2,009
| -0.9% | -$424K | 0.15% | 66 |
|
2024
Q2 | $47.7M | Sell |
235,919
-4,838
| -2% | -$979K | 0.15% | 68 |
|
2024
Q1 | $48.2M | Sell |
240,757
-2,595
| -1% | -$520K | 0.16% | 65 |
|
2023
Q4 | $41.4M | Sell |
243,352
-6,161
| -2% | -$1.05M | 0.14% | 66 |
|
2023
Q3 | $36M | Sell |
249,513
-5,177
| -2% | -$747K | 0.13% | 66 |
|
2023
Q2 | $36.9M | Sell |
254,690
-19,792
| -7% | -$2.86M | 0.14% | 69 |
|
2023
Q1 | $35.6M | Sell |
274,482
-2,455
| -0.9% | -$318K | 0.14% | 71 |
|
2022
Q4 | $36.9M | Sell |
276,937
-3,667
| -1% | -$489K | 0.14% | 68 |
|
2022
Q3 | $29.2M | Sell |
280,604
-955
| -0.3% | -$99.3K | 0.12% | 75 |
|
2022
Q2 | $31.5M | Sell |
281,559
-21,412
| -7% | -$2.4M | 0.13% | 77 |
|
2022
Q1 | $41.3M | Buy |
302,971
+45,628
| +18% | +$6.22M | 0.14% | 71 |
|
2021
Q4 | $40.8M | Buy |
257,343
+9,896
| +4% | +$1.57M | 0.13% | 71 |
|
2021
Q3 | $40.5M | Buy |
247,447
+1,034
| +0.4% | +$169K | 0.15% | 71 |
|
2021
Q2 | $38.3M | Buy |
246,413
+629
| +0.3% | +$97.8K | 0.14% | 77 |
|
2021
Q1 | $37.4M | Sell |
245,784
-8,198
| -3% | -$1.25M | 0.16% | 76 |
|
2020
Q4 | $32.3M | Sell |
253,982
-5,022
| -2% | -$638K | 0.15% | 81 |
|
2020
Q3 | $24.9M | Buy |
259,004
+3,971
| +2% | +$382K | 0.13% | 87 |
|
2020
Q2 | $24M | Sell |
255,033
-11,841
| -4% | -$1.11M | 0.14% | 85 |
|
2020
Q1 | $24M | Sell |
266,874
-75,944
| -22% | -$6.84M | 0.16% | 80 |
|
2019
Q4 | $47.8M | Sell |
342,818
-1,002
| -0.3% | -$140K | 0.24% | 65 |
|
2019
Q3 | $40.5M | Sell |
343,820
-37,607
| -10% | -$4.43M | 0.22% | 70 |
|
2019
Q2 | $42.6M | Sell |
381,427
-1,794
| -0.5% | -$201K | 0.24% | 66 |
|
2019
Q1 | $38.8M | Buy |
383,221
+44,156
| +13% | +$4.47M | 0.22% | 66 |
|
2018
Q4 | $33.1M | Buy |
339,065
+69,459
| +26% | +$6.78M | 0.21% | 72 |
|
2018
Q3 | $30.4M | Buy |
269,606
+20,848
| +8% | +$2.35M | 0.16% | 91 |
|
2018
Q2 | $25.9M | Buy |
248,758
+28,664
| +13% | +$2.99M | 0.15% | 105 |
|
2018
Q1 | $24.2M | Buy |
220,094
+30,301
| +16% | +$3.33M | 0.14% | 108 |
|
2017
Q4 | $20.3M | Sell |
189,793
-3,207
| -2% | -$343K | 0.11% | 129 |
|
2017
Q3 | $18.4M | Buy |
193,000
+4,211
| +2% | +$402K | 0.11% | 137 |
|
2017
Q2 | $17.3M | Buy |
188,789
+9,240
| +5% | +$845K | 0.1% | 139 |
|
2017
Q1 | $15.8M | Buy |
179,549
+17,281
| +11% | +$1.52M | 0.09% | 140 |
|
2016
Q4 | $14M | Sell |
162,268
-17,642
| -10% | -$1.52M | 0.09% | 148 |
|
2016
Q3 | $12M | Buy |
179,910
+1,183
| +0.7% | +$78.8K | 0.07% | 160 |
|
2016
Q2 | $11.1M | Buy |
178,727
+2,518
| +1% | +$156K | 0.07% | 167 |
|
2016
Q1 | $10.4M | Buy |
176,209
+14,334
| +9% | +$849K | 0.06% | 163 |
|
2015
Q4 | $10.7M | Buy |
161,875
+45,204
| +39% | +$2.98M | 0.07% | 165 |
|
2015
Q3 | $7.11M | Buy |
116,671
+291
| +0.3% | +$17.7K | 0.05% | 191 |
|
2015
Q2 | $7.89M | Buy |
116,380
+9,578
| +9% | +$649K | 0.05% | 198 |
|
2015
Q1 | $6.47M | Sell |
106,802
-177
| -0.2% | -$10.7K | 0.04% | 224 |
|
2014
Q4 | $6.69M | Buy |
106,979
+76
| +0.1% | +$4.76K | 0.04% | 220 |
|
2014
Q3 | $6.44M | Sell |
106,903
-62
| -0.1% | -$3.73K | 0.04% | 215 |
|
2014
Q2 | $6.16M | Sell |
106,965
-2,094
| -2% | -$121K | 0.04% | 215 |
|
2014
Q1 | $6.62M | Buy |
109,059
+810
| +0.7% | +$49.2K | 0.04% | 210 |
|
2013
Q4 | $6.33M | Buy |
108,249
+2,279
| +2% | +$133K | 0.04% | 217 |
|
2013
Q3 | $5.48M | Sell |
105,970
-382
| -0.4% | -$19.7K | 0.04% | 222 |
|
2013
Q2 | $5.92M | Buy |
+106,352
| New | +$5.92M | 0.04% | 215 |
|