Gratus Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $35M | Buy |
173,117
+8,792
| +5% | +$1.78M | 1.4% | 11 |
|
|
2024
Q1 | $32.9M | Buy |
164,325
+13,768
| +9% | +$2.76M | 1.51% | 11 |
|
|
2023
Q4 | $25.6M | Sell |
150,557
-2,069
| -1% | -$352K | 1.44% | 15 |
|
|
2023
Q3 | $22.1M | Buy |
152,626
+1,223
| +0.8% | +$177K | 1.5% | 14 |
|
|
2023
Q2 | $22M | Buy |
151,403
+2,311
| +2% | +$336K | 1.5% | 14 |
|
|
2023
Q1 | $19.4M | Sell |
149,092
-54
| -0% | -$7.04K | 1.48% | 13 |
|
|
2022
Q4 | $20M | Buy |
149,146
+61,429
| +70% | +$8.24M | 1.64% | 11 |
|
|
2022
Q3 | $9.17M | Buy |
87,717
+10,428
| +13% | +$1.09M | 0.97% | 42 |
|
|
2022
Q2 | $8.7M | Buy |
77,289
+4,792
| +7% | +$540K | 0.97% | 41 |
|
|
2022
Q1 | $9.88M | Buy |
72,497
+3,097
| +4% | +$422K | 0.95% | 42 |
|
|
2021
Q4 | $11M | Buy |
69,400
+3,055
| +5% | +$484K | 1.02% | 35 |
|
|
2021
Q3 | $10.9M | Buy |
66,345
+2,787
| +4% | +$456K | 1.17% | 31 |
|
|
2021
Q2 | $9.89M | Sell |
63,558
-36,003
| -36% | -$5.6M | 1.1% | 37 |
|
|
2021
Q1 | $15.2M | Sell |
99,561
-28,867
| -22% | -$4.39M | 1.82% | 11 |
|
|
2020
Q4 | $16.3M | Buy |
128,428
+7,009
| +6% | +$891K | 2.18% | 6 |
|
|
2020
Q3 | $11.7M | Buy |
121,419
+13,263
| +12% | +$1.28M | 1.83% | 11 |
|
|
2020
Q2 | $10.2M | Buy |
108,156
+1,685
| +2% | +$158K | 1.71% | 13 |
|
|
2020
Q1 | $9.59M | Buy |
106,471
+14,015
| +15% | +$1.26M | 1.79% | 12 |
|
|
2019
Q4 | $12.9M | Sell |
92,456
-449
| -0.5% | -$62.6K | 1.96% | 8 |
|
|
2019
Q3 | $10.9M | Buy |
92,905
+1,347
| +1% | +$159K | 1.78% | 9 |
|
|
2019
Q2 | $10.2M | Buy |
91,558
+944
| +1% | +$106K | 1.67% | 11 |
|
|
2019
Q1 | $9.17M | Buy |
90,614
+2,282
| +3% | +$231K | 1.54% | 14 |
|
|
2018
Q4 | $8.62M | Buy |
88,332
+2,509
| +3% | +$245K | 1.77% | 11 |
|
|
2018
Q3 | $9.68M | Buy |
85,823
+4,521
| +6% | +$510K | 1.33% | 10 |
|
|
2018
Q2 | $8.47M | Sell |
81,302
-3,856
| -5% | -$402K | 1.26% | 14 |
|
|
2018
Q1 | $9.37M | Sell |
85,158
-15,446
| -15% | -$1.7M | 1.35% | 12 |
|
|
2017
Q4 | $10.8M | Buy |
100,604
+11,280
| +13% | +$1.21M | 1.4% | 12 |
|
|
2017
Q3 | $8.53M | Buy |
89,324
+3,357
| +4% | +$321K | 1.18% | 18 |
|
|
2017
Q2 | $7.86M | Buy |
85,967
+2,999
| +4% | +$274K | 1.12% | 19 |
|
|
2017
Q1 | $7.29M | Buy |
82,968
+1,356
| +2% | +$119K | 1.05% | 25 |
|
|
2016
Q4 | $7.04M | Sell |
81,612
-996
| -1% | -$85.9K | 1.05% | 24 |
|
|
2016
Q3 | $5.5M | Buy |
82,608
+719
| +0.9% | +$47.9K | 0.81% | 35 |
|
|
2016
Q2 | $5.09M | Buy |
+81,889
| New | +$5.09M | 0.75% | 35 |
|