FSA
Franklin Street Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
145,722
-3,827
| -3% | -$1.11M | 2.62% | 8 |
|
|
2025
Q1 | $36.7M | Sell |
149,549
-795
| -0.5% | -$195K | 2.59% | 7 |
|
|
2024
Q4 | $36M | Sell |
150,344
-825
| -0.5% | -$198K | 2.4% | 9 |
|
|
2024
Q3 | $31.9M | Sell |
151,169
-386
| -0.3% | -$81.4K | 2.15% | 12 |
|
|
2024
Q2 | $30.7M | Sell |
151,555
-4,972
| -3% | -$1.01M | 2.19% | 9 |
|
|
2024
Q1 | $31.4M | Sell |
156,527
-1,040
| -0.7% | -$208K | 2.32% | 13 |
|
|
2023
Q4 | $26.8M | Sell |
157,567
-26,878
| -15% | -$4.57M | 2.2% | 14 |
|
|
2023
Q3 | $26.7M | Sell |
184,445
-8,648
| -4% | -$1.25M | 2.37% | 13 |
|
|
2023
Q2 | $28.1M | Buy |
193,093
+27,665
| +17% | +$4.02M | 2.38% | 9 |
|
|
2023
Q1 | $21.6M | Sell |
165,428
-23,739
| -13% | -$3.09M | 1.96% | 19 |
|
|
2022
Q4 | $25.4M | Buy |
189,167
+11,590
| +7% | +$1.55M | 2.41% | 10 |
|
|
2022
Q3 | $18.6M | Buy |
177,577
+15,649
| +10% | +$1.64M | 1.88% | 15 |
|
|
2022
Q2 | $18.2M | Sell |
161,928
-31,057
| -16% | -$3.5M | 1.72% | 18 |
|
|
2022
Q1 | $26.3M | Sell |
192,985
-32,824
| -15% | -$4.47M | 2.12% | 13 |
|
|
2021
Q4 | $35.8M | Sell |
225,809
-3,274
| -1% | -$518K | 2.7% | 10 |
|
|
2021
Q3 | $37.5M | Buy |
229,083
+17,315
| +8% | +$2.83M | 3.18% | 7 |
|
|
2021
Q2 | $32.9M | Sell |
211,768
-18,389
| -8% | -$2.86M | 2.78% | 9 |
|
|
2021
Q1 | $35M | Sell |
230,157
-5,013
| -2% | -$763K | 3.25% | 8 |
|
|
2020
Q4 | $29.9M | Buy |
235,170
+6,448
| +3% | +$819K | 2.9% | 8 |
|
|
2020
Q3 | $22M | Buy |
228,722
+3,650
| +2% | +$351K | 2.37% | 11 |
|
|
2020
Q2 | $21.2M | Buy |
225,072
+39,340
| +21% | +$3.7M | 2.51% | 10 |
|
|
2020
Q1 | $16.7M | Buy |
185,732
+21,184
| +13% | +$1.91M | 2.44% | 9 |
|
|
2019
Q4 | $22.9M | Buy |
164,548
+13,028
| +9% | +$1.82M | 2.71% | 5 |
|
|
2019
Q3 | $17.8M | Buy |
151,520
+1,046
| +0.7% | +$123K | 2.25% | 10 |
|
|
2019
Q2 | $16.8M | Buy |
150,474
+3,634
| +2% | +$406K | 2.17% | 9 |
|
|
2019
Q1 | $14.9M | Sell |
146,840
-10,584
| -7% | -$1.07M | 2.07% | 9 |
|
|
2018
Q4 | $15.4M | Sell |
157,424
-6,610
| -4% | -$645K | 2.43% | 10 |
|
|
2018
Q3 | $18.5M | Sell |
164,034
-4,177
| -2% | -$471K | 2.51% | 7 |
|
|
2018
Q2 | $17.5M | Buy |
168,211
+4,077
| +2% | +$425K | 2.56% | 7 |
|
|
2018
Q1 | $18.1M | Buy |
164,134
+1,829
| +1% | +$201K | 2.71% | 5 |
|
|
2017
Q4 | $17.4M | Buy |
162,305
+3,208
| +2% | +$343K | 2.6% | 7 |
|
|
2017
Q3 | $15.2M | Buy |
159,097
+9,996
| +7% | +$955K | 2.49% | 7 |
|
|
2017
Q2 | $13.6M | Buy |
149,101
+43,991
| +42% | +$4.02M | 2.33% | 9 |
|
|
2017
Q1 | $9.23M | Buy |
105,110
+89,699
| +582% | +$7.88M | 1.63% | 16 |
|
|
2016
Q4 | $1.33M | Sell |
15,411
-300
| -2% | -$25.9K | 0.23% | 87 |
|
|
2016
Q3 | $1.05M | Buy |
15,711
+1,775
| +13% | +$118K | 0.19% | 99 |
|
|
2016
Q2 | $866K | Buy |
13,936
+88
| +0.6% | +$5.47K | 0.16% | 109 |
|
|
2016
Q1 | $820K | Buy |
13,848
+1,625
| +13% | +$96.2K | 0.16% | 113 |
|
|
2015
Q4 | $807K | Sell |
12,223
-200
| -2% | -$13.2K | 0.16% | 123 |
|
|
2015
Q3 | $758K | Sell |
12,423
-484
| -4% | -$29.5K | 0.15% | 124 |
|
|
2015
Q2 | $874K | Buy |
12,907
+25
| +0.2% | +$1.69K | 0.16% | 127 |
|
|
2015
Q1 | $780K | Buy |
12,882
+409
| +3% | +$24.8K | 0.14% | 122 |
|
|
2014
Q4 | $781K | Buy |
12,473
+375
| +3% | +$23.5K | 0.15% | 118 |
|
|
2014
Q3 | $729K | Sell |
12,098
-343
| -3% | -$20.7K | 0.14% | 136 |
|
|
2014
Q2 | $717K | Buy |
12,441
+1,500
| +14% | +$86.4K | 0.14% | 144 |
|
|
2014
Q1 | $664K | Sell |
10,941
-783
| -7% | -$47.5K | 0.13% | 151 |
|
|
2013
Q4 | $685K | Sell |
11,724
-64
| -0.5% | -$3.74K | 0.14% | 146 |
|
|
2013
Q3 | $609K | Hold |
11,788
| – | – | 0.14% | 149 |
|
|
2013
Q2 | $623K | Buy |
+11,788
| New | +$623K | 0.15% | 155 |
|