Griffin Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.9M | Sell |
64,219
-1,445
| -2% | -$439K | 2.13% | 5 |
|
|
2025
Q4 | $21.2M | Sell |
65,664
-275
| -0.4% | -$85.1K | 2.29% | 6 |
|
|
2025
Q3 | $20.8M | Sell |
65,939
-857
| -1% | -$255K | 2.34% | 5 |
|
|
2025
Q2 | $19.4M | Buy |
66,796
+2,683
| +4% | +$685K | 2.29% | 4 |
|
|
2025
Q1 | $15.7M | Sell |
64,113
-525
| -0.8% | -$134K | 1.93% | 8 |
|
|
2024
Q4 | $15.5M | Sell |
64,638
-2,867
| -4% | -$668K | 1.82% | 8 |
|
|
2024
Q3 | $14.2M | Buy |
67,505
+63
| +0.1% | +$13.3K | 1.59% | 9 |
|
|
2024
Q2 | $13.6M | Buy |
67,442
+223
| +0.3% | +$43.6K | 1.58% | 11 |
|
|
2024
Q1 | $13.5M | Buy |
67,219
+533
| +0.8% | +$96.2K | 1.61% | 11 |
|
|
2023
Q4 | $11.3M | Buy |
66,686
+271
| +0.4% | +$41.1K | 1.44% | 13 |
|
|
2023
Q3 | $9.63M | Sell |
66,415
-5,286
| -7% | -$792K | 1.37% | 15 |
|
|
2023
Q2 | $10.4M | Sell |
71,701
-125
| -0.2% | -$17.2K | 1.41% | 13 |
|
|
2023
Q1 | $9.36M | Buy |
71,826
+2,334
| +3% | +$320K | 1.31% | 15 |
|
|
2022
Q4 | $9.32M | Sell |
69,492
-1,314
| -2% | -$166K | 1.41% | 16 |
|
|
2022
Q3 | $7.4M | Buy |
70,806
+284
| +0.4% | +$32.6K | 1.23% | 21 |
|
|
2022
Q2 | $7.94M | Buy |
70,522
+580
| +0.8% | +$71.9K | 1.27% | 16 |
|
|
2022
Q1 | $9.54M | Buy |
69,942
+2,687
| +4% | +$397K | 1.24% | 18 |
|
|
2021
Q4 | $10.7M | Sell |
67,255
-1,241
| -2% | -$204K | 1.32% | 16 |
|
|
2021
Q3 | $11.2M | Sell |
68,496
-655
| -0.9% | -$103K | 1.43% | 13 |
|
|
2021
Q2 | $10.8M | Buy |
69,151
+2,958
| +4% | +$465K | 1.3% | 16 |
|
|
2021
Q1 | $10.1M | Sell |
66,193
-3,142
| -5% | -$452K | 1.29% | 15 |
|
|
2020
Q4 | $8.81M | Buy |
69,335
+857
| +1% | +$95.8K | 1.17% | 18 |
|
|
2020
Q3 | $6.59M | Buy |
68,478
+3,047
| +5% | +$299K | 1.01% | 28 |
|
|
2020
Q2 | $6.15M | Buy |
65,431
+2,934
| +5% | +$278K | 0.98% | 27 |
|
|
2020
Q1 | $5.63M | Buy |
62,497
+15,523
| +33% | +$1.89M | 1.07% | 26 |
|
|
2019
Q4 | $6.55M | Buy |
46,974
+91
| +0.2% | +$11.7K | 0.92% | 31 |
|
|
2019
Q3 | $5.52M | Sell |
46,883
-23,410
| -33% | -$2.65M | 0.86% | 37 |
|
|
2019
Q2 | $7.86M | Buy |
70,293
+1,068
| +2% | +$118K | 1% | 22 |
|
|
2019
Q1 | $7.01M | Buy |
69,225
+932
| +1% | +$96K | 0.99% | 29 |
|
|
2018
Q4 | $6.67M | Sell |
68,293
-120
| -0.2% | -$12.8K | 1.13% | 25 |
|
|
2018
Q3 | $7.72M | Buy |
68,413
+4,289
| +7% | +$487K | 1.14% | 23 |
|
|
2018
Q2 | $6.68M | Sell |
64,124
-140
| -0.2% | -$15.4K | 1.21% | 24 |
|
|
2018
Q1 | $7.07M | Buy |
64,264
+695
| +1% | +$78.7K | 1.29% | 20 |
|
|
2017
Q4 | $6.8M | Sell |
63,569
-8,670
| -12% | -$878K | 1.21% | 22 |
|
|
2017
Q3 | $6.9M | Buy |
72,239
+16,899
| +31% | +$1.56M | 1.25% | 22 |
|
|
2017
Q2 | $5.06M | Buy |
+55,340
| New | +$4.78M | 1.35% | 27 |
|
|
2015
Q4 | $939K | Sell |
14,220
-79
| -0.6% | -$5.14K | 0.39% | 51 |
|
|
2015
Q3 | $872K | Buy |
14,299
+520
| +4% | +$34.1K | 0.36% | 55 |
|
|
2015
Q2 | $934K | Buy |
13,779
+1
| +0% | +$65 | 0.36% | 52 |
|
|
2015
Q1 | $835K | Sell |
13,778
-2,360
| -15% | -$140K | 0.24% | 69 |
|
|
2014
Q4 | $1.01M | Sell |
16,138
-300
| -2% | -$18.1K | 0.27% | 67 |
|
|
2014
Q3 | $990K | Buy |
16,438
+1,633
| +11% | +$95.5K | 0.3% | 65 |
|
|
2014
Q2 | $853K | Buy |
14,805
+278
| +2% | +$15.6K | 0.27% | 65 |
|
|
2014
Q1 | $882K | Buy |
14,527
+1
| +0% | +$58 | 0.29% | 62 |
|
|
2013
Q4 | $849K | Sell |
14,526
-400
| -3% | -$21.9K | 0.27% | 64 |
|
|
2013
Q3 | $771K | Buy |
14,926
+576
| +4% | +$30.9K | 0.25% | 65 |
|
|
2013
Q2 | $758K | Buy |
+14,350
| New | +$730K | 0.27% | 63 |
|
Other funds holding JPM
VCM
VPM
