Howland Capital Management’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 | $10.4M | Sell |
35,994
-1,663
| -4% | -$482K | 0.43% | 52 |
|
|
2025
Q1 | $9.24M | Buy |
37,657
+3,138
| +9% | +$770K | 0.41% | 55 |
|
|
2024
Q4 | $8.27M | Sell |
34,519
-1,771
| -5% | -$425K | 0.36% | 58 |
|
|
2024
Q3 | $7.65M | Sell |
36,290
-1,135
| -3% | -$239K | 0.33% | 58 |
|
|
2024
Q2 | $7.57M | Sell |
37,425
-1,031
| -3% | -$209K | 0.36% | 55 |
|
|
2024
Q1 | $7.7M | Sell |
38,456
-992
| -3% | -$199K | 0.37% | 58 |
|
|
2023
Q4 | $6.71M | Sell |
39,448
-1,354
| -3% | -$230K | 0.35% | 59 |
|
|
2023
Q3 | $5.92M | Sell |
40,802
-880
| -2% | -$128K | 0.35% | 58 |
|
|
2023
Q2 | $6.06M | Sell |
41,682
-656
| -2% | -$95.4K | 0.35% | 58 |
|
|
2023
Q1 | $5.52M | Buy |
42,338
+165
| +0.4% | +$21.5K | 0.33% | 61 |
|
|
2022
Q4 | $5.66M | Sell |
42,173
-5
| -0% | -$670 | 0.35% | 63 |
|
|
2022
Q3 | $4.41M | Buy |
42,178
+2,665
| +7% | +$279K | 0.28% | 64 |
|
|
2022
Q2 | $4.45M | Buy |
39,513
+1,110
| +3% | +$125K | 0.27% | 62 |
|
|
2022
Q1 | $5.24M | Sell |
38,403
-70
| -0.2% | -$9.54K | 0.28% | 61 |
|
|
2021
Q4 | $6.09M | Sell |
38,473
-238
| -0.6% | -$37.7K | 0.31% | 60 |
|
|
2021
Q3 | $6.34M | Sell |
38,711
-3,350
| -8% | -$548K | 0.33% | 61 |
|
|
2021
Q2 | $6.54M | Sell |
42,061
-463
| -1% | -$72K | 0.34% | 61 |
|
|
2021
Q1 | $6.47M | Buy |
42,524
+2,471
| +6% | +$376K | 0.36% | 60 |
|
|
2020
Q4 | $5.09M | Sell |
40,053
-1,334
| -3% | -$170K | 0.3% | 63 |
|
|
2020
Q3 | $3.98M | Buy |
41,387
+205
| +0.5% | +$19.7K | 0.26% | 64 |
|
|
2020
Q2 | $3.87M | Buy |
41,182
+196
| +0.5% | +$18.4K | 0.28% | 65 |
|
|
2020
Q1 | $3.69M | Sell |
40,986
-287
| -0.7% | -$25.8K | 0.32% | 63 |
|
|
2019
Q4 | $5.75M | Buy |
41,273
+1,029
| +3% | +$143K | 0.41% | 62 |
|
|
2019
Q3 | $4.74M | Buy |
40,244
+7,683
| +24% | +$904K | 0.36% | 63 |
|
|
2019
Q2 | $3.64M | Buy |
32,561
+396
| +1% | +$44.3K | 0.28% | 69 |
|
|
2019
Q1 | $3.26M | Sell |
32,165
-423
| -1% | -$42.8K | 0.27% | 70 |
|
|
2018
Q4 | $3.18M | Sell |
32,588
-180
| -0.5% | -$17.6K | 0.3% | 73 |
|
|
2018
Q3 | $3.7M | Buy |
32,768
+979
| +3% | +$110K | 0.28% | 75 |
|
|
2018
Q2 | $3.31M | Sell |
31,789
-180
| -0.6% | -$18.8K | 0.26% | 75 |
|
|
2018
Q1 | $3.52M | Buy |
31,969
+5,944
| +23% | +$654K | 0.28% | 76 |
|
|
2017
Q4 | $2.78M | Buy |
26,025
+998
| +4% | +$107K | 0.22% | 78 |
|
|
2017
Q3 | $2.39M | Buy |
25,027
+560
| +2% | +$53.5K | 0.2% | 83 |
|
|
2017
Q2 | $2.24M | Buy |
24,467
+738
| +3% | +$67.4K | 0.19% | 85 |
|
|
2017
Q1 | $2.08M | Sell |
23,729
-52
| -0.2% | -$4.57K | 0.18% | 85 |
|
|
2016
Q4 | $2.05M | Buy |
23,781
+8,993
| +61% | +$776K | 0.19% | 86 |
|
|
2016
Q3 | $985K | Buy |
14,788
+1,008
| +7% | +$67.1K | 0.09% | 113 |
|
|
2016
Q2 | $856K | Buy |
13,780
+843
| +7% | +$52.4K | 0.08% | 118 |
|
|
2016
Q1 | $766K | Sell |
12,937
-326
| -2% | -$19.3K | 0.08% | 124 |
|
|
2015
Q4 | $876K | Buy |
13,263
+1,070
| +9% | +$70.7K | 0.09% | 119 |
|
|
2015
Q3 | $743K | Sell |
12,193
-84
| -0.7% | -$5.12K | 0.08% | 122 |
|
|
2015
Q2 | $832K | Sell |
12,277
-425
| -3% | -$28.8K | 0.09% | 120 |
|
|
2015
Q1 | $769K | Hold |
12,702
| – | – | 0.08% | 121 |
|
|
2014
Q4 | $795K | Sell |
12,702
-100
| -0.8% | -$6.26K | 0.08% | 121 |
|
|
2014
Q3 | $771K | Sell |
12,802
-375
| -3% | -$22.6K | 0.08% | 118 |
|
|
2014
Q2 | $759K | Sell |
13,177
-400
| -3% | -$23K | 0.08% | 116 |
|
|
2014
Q1 | $824K | Sell |
13,577
-20
| -0.1% | -$1.21K | 0.09% | 110 |
|
|
2013
Q4 | $795K | Hold |
13,597
| – | – | 0.1% | 111 |
|
|
2013
Q3 | $703K | Buy |
13,597
+169
| +1% | +$8.74K | 0.1% | 112 |
|
|
2013
Q2 | $709K | Buy |
+13,428
| New | +$709K | 0.11% | 94 |
|