Greenleaf Trust’s JPMorgan Chase JPM Stock Holding History

Greenleaf Trust’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.4M	Sell	115,294 -19,280	-14%	-$5.59M	0.3%	24
2025 Q1	$33M	Buy	134,574 +4,895	+4%	+$1.2M	0.3%	24
2024 Q4	$31.1M	Buy	129,679 +1,112	+0.9%	+$267K	0.28%	25
2024 Q3	$27.1M	Buy	128,567 +2,837	+2%	+$598K	0.24%	28
2024 Q2	$25.4M	Buy	125,730 +580	+0.5%	+$117K	0.24%	28
2024 Q1	$25.1M	Buy	125,150 +1,761	+1%	+$353K	0.23%	28
2023 Q4	$21M	Buy	123,389 +1,376	+1%	+$234K	0.23%	35
2023 Q3	$17.7M	Buy	122,013 +9,188	+8%	+$1.33M	0.2%	36
2023 Q2	$16.4M	Sell	112,825 -1,018	-0.9%	-$148K	0.17%	37
2023 Q1	$14.8M	Buy	113,843 +6,207	+6%	+$809K	0.17%	40
2022 Q4	$14.4M	Buy	107,636 +9,152	+9%	+$1.23M	0.18%	36
2022 Q3	$10.3M	Buy	98,484 +13,876	+16%	+$1.45M	0.15%	47
2022 Q2	$9.53M	Buy	84,608 +10,903	+15%	+$1.23M	0.14%	42
2022 Q1	$10M	Buy	73,705 +8,330	+13%	+$1.14M	0.12%	44
2021 Q4	$10.4M	Buy	65,375 +5,472	+9%	+$866K	0.12%	46
2021 Q3	$9.81M	Buy	59,903 +1,540	+3%	+$252K	0.12%	43
2021 Q2	$9.08M	Buy	58,363 +1,762	+3%	+$274K	0.11%	47
2021 Q1	$8.62M	Buy	56,601 +784	+1%	+$119K	0.11%	48
2020 Q4	$7.09M	Buy	55,817 +4,971	+10%	+$632K	0.09%	46
2020 Q3	$4.9M	Buy	50,846 +3,336	+7%	+$321K	0.08%	55
2020 Q2	$4.47M	Sell	47,510 -1,639	-3%	-$154K	0.08%	56
2020 Q1	$4.43M	Sell	49,149 -6,641	-12%	-$598K	0.09%	48
2019 Q4	$7.78M	Buy	55,790 +1,516	+3%	+$211K	0.12%	44
2019 Q3	$6.39M	Buy	54,274 +2,632	+5%	+$310K	0.1%	48
2019 Q2	$5.77M	Buy	51,642 +7,325	+17%	+$819K	0.09%	50
2019 Q1	$4.49M	Buy	44,317 +3,887	+10%	+$393K	0.07%	55
2018 Q4	$3.95M	Sell	40,430 -1,478	-4%	-$144K	0.08%	56
2018 Q3	$4.73M	Buy	41,908 +2,397	+6%	+$270K	0.09%	56
2018 Q2	$4.12M	Buy	39,511 +7,264	+23%	+$757K	0.08%	61
2018 Q1	$3.55M	Buy	32,247 +1,850	+6%	+$203K	0.07%	66
2017 Q4	$3.25M	Buy	30,397 +1,406	+5%	+$150K	0.07%	75
2017 Q3	$2.77M	Buy	28,991 +3,852	+15%	+$368K	0.06%	81
2017 Q2	$2.3M	Sell	25,139 -1,623	-6%	-$148K	0.05%	81
2017 Q1	$2.35M	Buy	26,762 +2,697	+11%	+$237K	0.06%	70
2016 Q4	$2.08M	Sell	24,065 -936	-4%	-$80.8K	0.05%	77
2016 Q3	$1.67M	Buy	25,001 +7,693	+44%	+$512K	0.04%	75
2016 Q2	$1.08M	Sell	17,308 -1,008	-6%	-$62.7K	0.03%	81
2016 Q1	$1.09M	Sell	18,316 -595	-3%	-$35.2K	0.03%	84
2015 Q4	$1.25M	Buy	18,911 +850	+5%	+$56.1K	0.04%	80
2015 Q3	$1.1M	Sell	18,061 -2,526	-12%	-$154K	0.03%	71
2015 Q2	$1.4M	Buy	20,587 +739	+4%	+$50.1K	0.04%	63
2015 Q1	$1.2M	Buy	19,848 +8,995	+83%	+$545K	0.04%	71
2014 Q4	$679K	Buy	10,853 +6,002	+124%	+$376K	0.02%	97
2014 Q3	$292K	Buy	4,851 +553	+13%	+$33.3K	0.01%	128
2014 Q2	$248K	Buy	+4,298	New	+$248K	0.01%	138