Girard Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.92M | Sell |
39,155
-3,889
| -9% | -$760K | 0.75% | 29 |
|
|
2024
Q1 | $8.62M | Sell |
43,044
-30,349
| -41% | -$5.48M | 0.81% | 29 |
|
|
2023
Q4 | $12.5M | Sell |
73,393
-1,100
| -1% | -$167K | 1.27% | 20 |
|
|
2023
Q3 | $10.8M | Sell |
74,493
-2,913
| -4% | -$437K | 1.22% | 21 |
|
|
2023
Q2 | $11.3M | Sell |
77,406
-2,024
| -3% | -$278K | 1.19% | 21 |
|
|
2023
Q1 | $10.4M | Sell |
79,430
-5,764
| -7% | -$790K | 1.14% | 23 |
|
|
2022
Q4 | $11.4M | Buy |
85,194
+571
| +0.7% | +$72.3K | 1.29% | 17 |
|
|
2022
Q3 | $8.84M | Sell |
84,623
-6
| -0% | -$689 | 1.17% | 19 |
|
|
2022
Q2 | $9.53M | Buy |
84,629
+866
| +1% | +$107K | 1.22% | 19 |
|
|
2022
Q1 | $11.4M | Buy |
83,763
+5,083
| +6% | +$750K | 1.25% | 19 |
|
|
2021
Q4 | $12.5M | Buy |
78,680
+1,784
| +2% | +$293K | 1.35% | 16 |
|
|
2021
Q3 | $12.6M | Buy |
76,896
+2,795
| +4% | +$438K | 1.59% | 13 |
|
|
2021
Q2 | $11.5M | Sell |
74,101
-1,676
| -2% | -$263K | 1.48% | 13 |
|
|
2021
Q1 | $11.5M | Sell |
75,777
-2,793
| -4% | -$402K | 1.66% | 12 |
|
|
2020
Q4 | $9.98M | Sell |
78,570
-2,291
| -3% | -$256K | 1.54% | 13 |
|
|
2020
Q3 | $7.78M | Sell |
80,861
-1,417
| -2% | -$139K | 1.3% | 17 |
|
|
2020
Q2 | $7.74M | Sell |
82,278
-1,845
| -2% | -$175K | 1.4% | 18 |
|
|
2020
Q1 | $7.57M | Buy |
84,123
+5,149
| +7% | +$626K | 1.51% | 16 |
|
|
2019
Q4 | $11M | Sell |
78,974
-393
| -0.5% | -$50.4K | 1.82% | 12 |
|
|
2019
Q3 | $9.34M | Sell |
79,367
-5,671
| -7% | -$641K | 1.74% | 13 |
|
|
2019
Q2 | $9.51M | Buy |
85,038
+1,561
| +2% | +$172K | 1.68% | 11 |
|
|
2019
Q1 | $8.45M | Buy |
83,477
+4,726
| +6% | +$487K | 1.58% | 13 |
|
|
2018
Q4 | $7.69M | Buy |
78,751
+6,882
| +10% | +$733K | 1.62% | 15 |
|
|
2018
Q3 | $8.11M | Sell |
71,869
-3,121
| -4% | -$354K | 1.44% | 15 |
|
|
2018
Q2 | $7.81M | Buy |
74,990
+4,293
| +6% | +$471K | 1.48% | 15 |
|
|
2018
Q1 | $7.78M | Buy |
70,697
+1,371
| +2% | +$155K | 1.82% | 12 |
|
|
2017
Q4 | $7.41M | Buy |
69,326
+2,065
| +3% | +$209K | 1.42% | 16 |
|
|
2017
Q3 | $6.42M | Buy |
67,261
+3,967
| +6% | +$366K | 1.33% | 19 |
|
|
2017
Q2 | $5.79M | Buy |
63,294
+17,750
| +39% | +$1.53M | 1.25% | 19 |
|
|
2017
Q1 | $4M | Buy |
45,544
+7,518
| +20% | +$663K | 0.97% | 31 |
|
|
2016
Q4 | $3.28M | Buy |
38,026
+1,127
| +3% | +$85.9K | 0.95% | 35 |
|
|
2016
Q3 | $2.46M | Buy |
36,899
+1,128
| +3% | +$73.5K | 0.82% | 43 |
|
|
2016
Q2 | $2.22M | Buy |
35,771
+5,475
| +18% | +$342K | 0.85% | 42 |
|
|
2016
Q1 | $1.79M | Buy |
30,296
+5,667
| +23% | +$331K | 0.78% | 43 |
|
|
2015
Q4 | $1.63M | Sell |
24,629
-438
| -2% | -$28.5K | 0.79% | 43 |
|
|
2015
Q3 | $1.53M | Buy |
25,067
+1,746
| +7% | +$114K | 0.87% | 40 |
|
|
2015
Q2 | $1.58M | Buy |
23,321
+869
| +4% | +$56.7K | 0.88% | 42 |
|
|
2015
Q1 | $1.36M | Buy |
22,452
+902
| +4% | +$53.4K | 0.81% | 43 |
|
|
2014
Q4 | $1.35M | Buy |
21,550
+5,834
| +37% | +$351K | 0.84% | 41 |
|
|
2014
Q3 | $947K | Sell |
15,716
-1,451
| -8% | -$84.8K | 0.63% | 51 |
|
|
2014
Q2 | $989K | Sell |
17,167
-296
| -2% | -$16.6K | 0.68% | 49 |
|
|
2014
Q1 | $1.06M | Buy |
17,463
+525
| +3% | +$30.3K | 0.75% | 47 |
|
|
2013
Q4 | $991K | Buy |
+16,938
| New | +$928K | 0.79% | 44 |
|
Other funds holding JPM
Girard Partners's JPM Position: Q2 2024 in Review
Girard Partners reduced its JPMorgan Chase (JPM) stake by 9% in Q2 2024, selling an estimated $760K and leaving 39,155 shares worth $7.92M. The position accounts for 0.75% of the portfolio, ranked #29.
Girard Partners first reported a position in JPM in Q4 2013 and has held it in 43 quarters since. The position peaked at $12.6M in Q3 2021. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.
- Girard Partners held 39,155 shares of JPMorgan Chase worth $7.92M as of Q2 2024.
- Girard Partners sold 3,889 JPMorgan Chase shares in Q2 2024, an estimated $760K.
- JPMorgan Chase made up 0.75% of Girard Partners's portfolio in Q2 2024, its #29 holding.
- Girard Partners first reported a position in JPMorgan Chase in Q4 2013 and has held it in 43 quarters since.
- Girard Partners's JPMorgan Chase position peaked at $12.6M in Q3 2021.
- 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.
Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.