Granite Investment Partners’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 | $19.3M | Sell |
66,651
-719
| -1% | -$208K | 0.94% | 30 |
|
2025
Q1 | $16.5M | Buy |
67,370
+23,175
| +52% | +$5.68M | 0.84% | 38 |
|
2024
Q4 | $10.6M | Buy |
44,195
+195
| +0.4% | +$46.7K | 0.46% | 75 |
|
2024
Q3 | $9.28M | Buy |
44,000
+384
| +0.9% | +$81K | 0.4% | 88 |
|
2024
Q2 | $8.82M | Sell |
43,616
-14
| -0% | -$2.83K | 0.37% | 90 |
|
2024
Q1 | $8.74M | Hold |
43,630
| – | – | 0.33% | 98 |
|
2023
Q4 | $7.42M | Hold |
43,630
| – | – | 0.29% | 98 |
|
2023
Q3 | $6.33M | Buy |
43,630
+21
| +0% | +$3.05K | 0.26% | 110 |
|
2023
Q2 | $6.34M | Sell |
43,609
-754
| -2% | -$110K | 0.25% | 119 |
|
2023
Q1 | $5.78M | Sell |
44,363
-860
| -2% | -$112K | 0.24% | 121 |
|
2022
Q4 | $6.06M | Buy |
45,223
+2,974
| +7% | +$399K | 0.25% | 108 |
|
2022
Q3 | $4.42M | Sell |
42,249
-50
| -0.1% | -$5.23K | 0.19% | 148 |
|
2022
Q2 | $4.76M | Sell |
42,299
-5,555
| -12% | -$626K | 0.2% | 138 |
|
2022
Q1 | $6.52M | Sell |
47,854
-406
| -0.8% | -$55.3K | 0.22% | 125 |
|
2021
Q4 | $7.64M | Sell |
48,260
-1,365
| -3% | -$216K | 0.22% | 117 |
|
2021
Q3 | $8.12M | Buy |
49,625
+371
| +0.8% | +$60.7K | 0.25% | 109 |
|
2021
Q2 | $7.66M | Sell |
49,254
-931
| -2% | -$145K | 0.24% | 114 |
|
2021
Q1 | $7.64M | Buy |
50,185
+50
| +0.1% | +$7.61K | 0.25% | 109 |
|
2020
Q4 | $6.37M | Buy |
50,135
+1,000
| +2% | +$127K | 0.22% | 114 |
|
2020
Q3 | $4.73M | Buy |
49,135
+55
| +0.1% | +$5.3K | 0.21% | 121 |
|
2020
Q2 | $4.62M | Buy |
49,080
+5,543
| +13% | +$521K | 0.22% | 119 |
|
2020
Q1 | $3.92M | Sell |
43,537
-786
| -2% | -$70.8K | 0.25% | 104 |
|
2019
Q4 | $6.18M | Sell |
44,323
-1,168
| -3% | -$163K | 0.29% | 101 |
|
2019
Q3 | $5.35M | Buy |
45,491
+956
| +2% | +$113K | 0.28% | 102 |
|
2019
Q2 | $4.98M | Buy |
44,535
+219
| +0.5% | +$24.5K | 0.27% | 103 |
|
2019
Q1 | $4.49M | Buy |
44,316
+297
| +0.7% | +$30.1K | 0.25% | 105 |
|
2018
Q4 | $4.3M | Buy |
44,019
+2,907
| +7% | +$284K | 0.31% | 101 |
|
2018
Q3 | $4.64M | Buy |
41,112
+135
| +0.3% | +$15.2K | 0.27% | 106 |
|
2018
Q2 | $4.27M | Buy |
40,977
+10,790
| +36% | +$1.12M | 0.27% | 110 |
|
2018
Q1 | $3.32M | Buy |
30,187
+330
| +1% | +$36.3K | 0.22% | 118 |
|
2017
Q4 | $3.19M | Buy |
29,857
+1,281
| +4% | +$137K | 0.2% | 118 |
|
2017
Q3 | $2.73M | Buy |
28,576
+5,038
| +21% | +$481K | 0.17% | 124 |
|
2017
Q2 | $2.15M | Hold |
23,538
| – | – | 0.15% | 148 |
|
2017
Q1 | $2.07M | Buy |
23,538
+7,000
| +42% | +$615K | 0.14% | 147 |
|
2016
Q4 | $1.43M | Buy |
16,538
+1,030
| +7% | +$88.9K | 0.11% | 193 |
|
2016
Q3 | $1.03M | Buy |
15,508
+795
| +5% | +$53K | 0.08% | 237 |
|
2016
Q2 | $914K | Sell |
14,713
-936
| -6% | -$58.1K | 0.07% | 240 |
|
2016
Q1 | $927K | Hold |
15,649
| – | – | 0.08% | 241 |
|
2015
Q4 | $1.03M | Buy |
15,649
+2,413
| +18% | +$159K | 0.09% | 218 |
|
2015
Q3 | $807K | Hold |
13,236
| – | – | 0.08% | 238 |
|
2015
Q2 | $897K | Buy |
13,236
+1,796
| +16% | +$122K | 0.08% | 230 |
|
2015
Q1 | $693K | Hold |
11,440
| – | – | 0.06% | 258 |
|
2014
Q4 | $716K | Buy |
11,440
+6,290
| +122% | +$394K | 0.08% | 253 |
|
2014
Q3 | $310K | Hold |
5,150
| – | – | 0.04% | 258 |
|
2014
Q2 | $297K | Sell |
5,150
-6,290
| -55% | -$363K | 0.04% | 270 |
|
2014
Q1 | $695K | Hold |
11,440
| – | – | 0.11% | 138 |
|
2013
Q4 | $669K | Buy |
11,440
+210
| +2% | +$12.3K | 0.1% | 152 |
|
2013
Q3 | $580K | Hold |
11,230
| – | – | 0.09% | 154 |
|
2013
Q2 | $593K | Buy |
+11,230
| New | +$593K | 0.1% | 144 |
|