Grandfield & Dodd’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 | $6.59M | Buy |
22,746
+478
| +2% | +$139K | 0.39% | 54 |
|
|
2025
Q1 | $5.46M | Sell |
22,268
-236
| -1% | -$57.9K | 0.34% | 56 |
|
|
2024
Q4 | $5.39M | Buy |
22,504
+47
| +0.2% | +$11.3K | 0.33% | 58 |
|
|
2024
Q3 | $4.74M | Sell |
22,457
-500
| -2% | -$105K | 0.28% | 59 |
|
|
2024
Q2 | $4.64M | Sell |
22,957
-1,088
| -5% | -$220K | 0.29% | 56 |
|
|
2024
Q1 | $4.82M | Sell |
24,045
-424
| -2% | -$84.9K | 0.3% | 54 |
|
|
2023
Q4 | $4.16M | Sell |
24,469
-80
| -0.3% | -$13.6K | 0.29% | 58 |
|
|
2023
Q3 | $3.56M | Sell |
24,549
-137
| -0.6% | -$19.9K | 0.26% | 61 |
|
|
2023
Q2 | $3.59M | Sell |
24,686
-9,768
| -28% | -$1.42M | 0.25% | 62 |
|
|
2023
Q1 | $4.49M | Sell |
34,454
-10
| -0% | -$1.3K | 0.31% | 61 |
|
|
2022
Q4 | $4.62M | Sell |
34,464
-112
| -0.3% | -$15K | 0.34% | 59 |
|
|
2022
Q3 | $3.61M | Sell |
34,576
-200
| -0.6% | -$20.9K | 0.29% | 64 |
|
|
2022
Q2 | $3.92M | Sell |
34,776
-250
| -0.7% | -$28.2K | 0.31% | 61 |
|
|
2022
Q1 | $4.77M | Sell |
35,026
-124
| -0.4% | -$16.9K | 0.32% | 58 |
|
|
2021
Q4 | $5.57M | Buy |
35,150
+186
| +0.5% | +$29.5K | 0.36% | 57 |
|
|
2021
Q3 | $5.72M | Buy |
34,964
+505
| +1% | +$82.6K | 0.4% | 56 |
|
|
2021
Q2 | $5.36M | Sell |
34,459
-91
| -0.3% | -$14.2K | 0.37% | 58 |
|
|
2021
Q1 | $5.26M | Buy |
34,550
+243
| +0.7% | +$37K | 0.39% | 57 |
|
|
2020
Q4 | $4.36M | Sell |
34,307
-671
| -2% | -$85.3K | 0.34% | 58 |
|
|
2020
Q3 | $3.37M | Buy |
34,978
+250
| +0.7% | +$24.1K | 0.3% | 65 |
|
|
2020
Q2 | $3.27M | Buy |
34,728
+50
| +0.1% | +$4.71K | 0.32% | 61 |
|
|
2020
Q1 | $3.12M | Buy |
34,678
+1,370
| +4% | +$123K | 0.37% | 59 |
|
|
2019
Q4 | $4.64M | Hold |
33,308
| – | – | 0.42% | 56 |
|
|
2019
Q3 | $3.92M | Buy |
33,308
+400
| +1% | +$47.1K | 0.39% | 59 |
|
|
2019
Q2 | $3.68M | Sell |
32,908
-158
| -0.5% | -$17.7K | 0.36% | 59 |
|
|
2019
Q1 | $3.35M | Buy |
33,066
+150
| +0.5% | +$15.2K | 0.35% | 63 |
|
|
2018
Q4 | $3.21M | Buy |
32,916
+365
| +1% | +$35.6K | 0.38% | 62 |
|
|
2018
Q3 | $3.67M | Hold |
32,551
| – | – | 0.38% | 64 |
|
|
2018
Q2 | $3.39M | Sell |
32,551
-199
| -0.6% | -$20.7K | 0.37% | 66 |
|
|
2018
Q1 | $3.6M | Sell |
32,750
-250
| -0.8% | -$27.5K | 0.4% | 60 |
|
|
2017
Q4 | $3.53M | Buy |
33,000
+335
| +1% | +$35.8K | 0.38% | 64 |
|
|
2017
Q3 | $3.12M | Buy |
32,665
+140
| +0.4% | +$13.4K | 0.35% | 65 |
|
|
2017
Q2 | $2.97M | Sell |
32,525
-383
| -1% | -$35K | 0.35% | 66 |
|
|
2017
Q1 | $2.89M | Hold |
32,908
| – | – | 0.36% | 65 |
|
|
2016
Q4 | $2.84M | Sell |
32,908
-570
| -2% | -$49.2K | 0.37% | 65 |
|
|
2016
Q3 | $2.23M | Buy |
33,478
+382
| +1% | +$25.4K | 0.29% | 67 |
|
|
2016
Q2 | $2.06M | Hold |
33,096
| – | – | 0.29% | 68 |
|
|
2016
Q1 | $1.96M | Buy |
33,096
+400
| +1% | +$23.7K | 0.28% | 65 |
|
|
2015
Q4 | $2.16M | Buy |
32,696
+380
| +1% | +$25.1K | 0.33% | 63 |
|
|
2015
Q3 | $1.97M | Buy |
32,316
+1,815
| +6% | +$111K | 0.33% | 62 |
|
|
2015
Q2 | $2.07M | Buy |
30,501
+655
| +2% | +$44.4K | 0.32% | 63 |
|
|
2015
Q1 | $1.81M | Hold |
29,846
| – | – | 0.28% | 66 |
|
|
2014
Q4 | $1.87M | Sell |
29,846
-934
| -3% | -$58.5K | 0.29% | 67 |
|
|
2014
Q3 | $1.85M | Buy |
30,780
+369
| +1% | +$22.2K | 0.29% | 71 |
|
|
2014
Q2 | $1.75M | Sell |
30,411
-2,328
| -7% | -$134K | 0.26% | 76 |
|
|
2014
Q1 | $1.99M | Sell |
32,739
-1,744
| -5% | -$106K | 0.31% | 72 |
|
|
2013
Q4 | $2.02M | Sell |
34,483
-500
| -1% | -$29.2K | 0.33% | 69 |
|
|
2013
Q3 | $1.81M | Sell |
34,983
-3,316
| -9% | -$171K | 0.32% | 73 |
|
|
2013
Q2 | $2.02M | Buy |
+38,299
| New | +$2.02M | 0.38% | 69 |
|