GC
Grimes & Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Sell |
87,294
-2,914
| -3% | -$845K | 0.69% | 28 |
|
|
2025
Q1 | $22.1M | Buy |
90,208
+695
| +0.8% | +$170K | 0.68% | 29 |
|
|
2024
Q4 | $21.5M | Sell |
89,513
-46
| -0.1% | -$11K | 0.62% | 38 |
|
|
2024
Q3 | $18.9M | Sell |
89,559
-2,266
| -2% | -$478K | 0.51% | 41 |
|
|
2024
Q2 | $18.6M | Sell |
91,825
-531
| -0.6% | -$107K | 0.56% | 39 |
|
|
2024
Q1 | $18.5M | Buy |
92,356
+1,113
| +1% | +$223K | 0.57% | 44 |
|
|
2023
Q4 | $15.5M | Buy |
91,243
+2,621
| +3% | +$446K | 0.51% | 46 |
|
|
2023
Q3 | $12.9M | Sell |
88,622
-151
| -0.2% | -$21.9K | 0.5% | 46 |
|
|
2023
Q2 | $12.9M | Buy |
88,773
+1,131
| +1% | +$164K | 0.46% | 49 |
|
|
2023
Q1 | $11.4M | Buy |
87,642
+3,052
| +4% | +$398K | 0.47% | 51 |
|
|
2022
Q4 | $11.3M | Buy |
84,590
+6,567
| +8% | +$881K | 0.48% | 45 |
|
|
2022
Q3 | $8.15M | Buy |
78,023
+3,674
| +5% | +$384K | 0.43% | 52 |
|
|
2022
Q2 | $8.37M | Buy |
74,349
+2,476
| +3% | +$279K | 0.42% | 59 |
|
|
2022
Q1 | $9.8M | Buy |
71,873
+9,010
| +14% | +$1.23M | 0.51% | 60 |
|
|
2021
Q4 | $9.95M | Buy |
62,863
+123
| +0.2% | +$19.5K | 0.46% | 61 |
|
|
2021
Q3 | $10.3M | Buy |
62,740
+1,438
| +2% | +$235K | 0.45% | 60 |
|
|
2021
Q2 | $9.54M | Buy |
61,302
+2,234
| +4% | +$347K | 0.41% | 66 |
|
|
2021
Q1 | $8.99M | Buy |
59,068
+7,187
| +14% | +$1.09M | 0.43% | 63 |
|
|
2020
Q4 | $6.59M | Buy |
51,881
+2,585
| +5% | +$329K | 0.34% | 72 |
|
|
2020
Q3 | $4.75M | Buy |
49,296
+2,529
| +5% | +$243K | 0.3% | 77 |
|
|
2020
Q2 | $4.4M | Buy |
46,767
+253
| +0.5% | +$23.8K | 0.31% | 74 |
|
|
2020
Q1 | $4.19M | Buy |
46,514
+1,841
| +4% | +$166K | 0.38% | 62 |
|
|
2019
Q4 | $6.23M | Buy |
44,673
+244
| +0.5% | +$34K | 0.41% | 66 |
|
|
2019
Q3 | $5.23M | Buy |
44,429
+12,017
| +37% | +$1.41M | 0.37% | 67 |
|
|
2019
Q2 | $3.62M | Sell |
32,412
-255
| -0.8% | -$28.5K | 0.28% | 77 |
|
|
2019
Q1 | $3.31M | Buy |
32,667
+653
| +2% | +$66.1K | 0.26% | 83 |
|
|
2018
Q4 | $3.13M | Sell |
32,014
-1,245
| -4% | -$122K | 0.31% | 72 |
|
|
2018
Q3 | $3.75M | Buy |
33,259
+429
| +1% | +$48.4K | 0.3% | 74 |
|
|
2018
Q2 | $3.42M | Sell |
32,830
-396
| -1% | -$41.3K | 0.3% | 78 |
|
|
2018
Q1 | $3.65M | Buy |
33,226
+17,303
| +109% | +$1.9M | 0.35% | 73 |
|
|
2017
Q4 | $1.7M | Buy |
15,923
+6,836
| +75% | +$731K | 0.16% | 95 |
|
|
2017
Q3 | $868K | Buy |
9,087
+142
| +2% | +$13.6K | 0.09% | 107 |
|
|
2017
Q2 | $818K | Sell |
8,945
-383
| -4% | -$35K | 0.09% | 113 |
|
|
2017
Q1 | $820K | Sell |
9,328
-205
| -2% | -$18K | 0.09% | 113 |
|
|
2016
Q4 | $822K | Buy |
9,533
+11
| +0.1% | +$948 | 0.1% | 111 |
|
|
2016
Q3 | $634K | Sell |
9,522
-452
| -5% | -$30.1K | 0.08% | 120 |
|
|
2016
Q2 | $620K | Buy |
9,974
+164
| +2% | +$10.2K | 0.08% | 120 |
|
|
2016
Q1 | $581K | Sell |
9,810
-3,398
| -26% | -$201K | 0.07% | 117 |
|
|
2015
Q4 | $872K | Buy |
13,208
+214
| +2% | +$14.1K | 0.12% | 102 |
|
|
2015
Q3 | $792K | Sell |
12,994
-1,075
| -8% | -$65.5K | 0.1% | 100 |
|
|
2015
Q2 | $954K | Sell |
14,069
-158
| -1% | -$10.7K | 0.13% | 95 |
|
|
2015
Q1 | $862K | Sell |
14,227
-887
| -6% | -$53.7K | 0.21% | 80 |
|
|
2014
Q4 | $946K | Sell |
15,114
-77
| -0.5% | -$4.82K | 0.24% | 85 |
|
|
2014
Q3 | $915K | Buy |
15,191
+19
| +0.1% | +$1.14K | 0.24% | 83 |
|
|
2014
Q2 | $874K | Buy |
15,172
+2,136
| +16% | +$123K | 0.23% | 85 |
|
|
2014
Q1 | $791K | Sell |
13,036
-355
| -3% | -$21.5K | 0.22% | 82 |
|
|
2013
Q4 | $783K | Buy |
13,391
+618
| +5% | +$36.1K | 0.23% | 78 |
|
|
2013
Q3 | $661K | Buy |
12,773
+575
| +5% | +$29.8K | 0.22% | 78 |
|
|
2013
Q2 | $644K | Buy |
+12,198
| New | +$644K | 0.23% | 79 |
|