Ipswich Investment 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 | $13.2M | Buy |
45,532
+663
| +1% | +$192K | 3.18% | 5 |
|
|
2025
Q1 | $11M | Sell |
44,869
-286
| -0.6% | -$70.2K | 2.73% | 6 |
|
|
2024
Q4 | $10.8M | Sell |
45,155
-123
| -0.3% | -$29.5K | 2.6% | 6 |
|
|
2024
Q3 | $9.55M | Sell |
45,278
-73
| -0.2% | -$15.4K | 2.21% | 7 |
|
|
2024
Q2 | $9.17M | Sell |
45,351
-193
| -0.4% | -$39K | 2.15% | 10 |
|
|
2024
Q1 | $9.12M | Buy |
45,544
+277
| +0.6% | +$55.5K | 2.14% | 7 |
|
|
2023
Q4 | $7.7M | Sell |
45,267
-168
| -0.4% | -$28.6K | 1.95% | 8 |
|
|
2023
Q3 | $6.59M | Buy |
45,435
+404
| +0.9% | +$58.6K | 1.8% | 15 |
|
|
2023
Q2 | $6.55M | Sell |
45,031
-73
| -0.2% | -$10.6K | 1.72% | 13 |
|
|
2023
Q1 | $5.88M | Sell |
45,104
-258
| -0.6% | -$33.6K | 1.61% | 15 |
|
|
2022
Q4 | $6.08M | Sell |
45,362
-1,675
| -4% | -$225K | 1.74% | 12 |
|
|
2022
Q3 | $4.92M | Sell |
47,037
-1,904
| -4% | -$199K | 1.56% | 17 |
|
|
2022
Q2 | $5.51M | Sell |
48,941
-3,496
| -7% | -$394K | 1.59% | 15 |
|
|
2022
Q1 | $7.15M | Buy |
52,437
+722
| +1% | +$98.4K | 1.77% | 12 |
|
|
2021
Q4 | $8.19M | Sell |
51,715
-258
| -0.5% | -$40.9K | 1.91% | 9 |
|
|
2021
Q3 | $8.51M | Buy |
51,973
+4,182
| +9% | +$685K | 2.18% | 6 |
|
|
2021
Q2 | $7.43M | Buy |
47,791
+2,206
| +5% | +$343K | 1.9% | 10 |
|
|
2021
Q1 | $6.94M | Buy |
45,585
+654
| +1% | +$99.6K | 1.95% | 9 |
|
|
2020
Q4 | $5.71M | Sell |
44,931
-3,225
| -7% | -$410K | 1.71% | 12 |
|
|
2020
Q3 | $4.64M | Sell |
48,156
-4,337
| -8% | -$418K | 1.49% | 14 |
|
|
2020
Q2 | $4.94M | Sell |
52,493
-1,320
| -2% | -$124K | 1.7% | 14 |
|
|
2020
Q1 | $4.85M | Sell |
53,813
-778
| -1% | -$70K | 1.9% | 12 |
|
|
2019
Q4 | $7.61M | Sell |
54,591
-358
| -0.7% | -$49.9K | 2.24% | 8 |
|
|
2019
Q3 | $6.47M | Sell |
54,949
-623
| -1% | -$73.3K | 2.06% | 9 |
|
|
2019
Q2 | $6.21M | Buy |
55,572
+687
| +1% | +$76.8K | 1.98% | 11 |
|
|
2019
Q1 | $5.56M | Buy |
54,885
+798
| +1% | +$80.8K | 1.82% | 11 |
|
|
2018
Q4 | $5.28M | Buy |
54,087
+2,524
| +5% | +$246K | 1.94% | 10 |
|
|
2018
Q3 | $5.82M | Buy |
51,563
+3,596
| +7% | +$406K | 1.97% | 11 |
|
|
2018
Q2 | $5M | Buy |
47,967
+19,736
| +70% | +$2.06M | 2.3% | 10 |
|
|
2018
Q1 | $3.11M | Buy |
28,231
+522
| +2% | +$57.4K | 1.31% | 24 |
|
|
2017
Q4 | $2.96M | Sell |
27,709
-209
| -0.7% | -$22.3K | 1.25% | 25 |
|
|
2017
Q3 | $2.67M | Buy |
27,918
+1,112
| +4% | +$106K | 1.2% | 28 |
|
|
2017
Q2 | $2.45M | Sell |
26,806
-983
| -4% | -$89.8K | 1.15% | 30 |
|
|
2017
Q1 | $2.44M | Buy |
27,789
+86
| +0.3% | +$7.55K | 1.06% | 35 |
|
|
2016
Q4 | $2.39M | Buy |
27,703
+631
| +2% | +$54.4K | 1.08% | 34 |
|
|
2016
Q3 | $1.8M | Hold |
27,072
| – | – | 0.88% | 42 |
|
|
2016
Q2 | $1.68M | Sell |
27,072
-321
| -1% | -$19.9K | 0.83% | 43 |
|
|
2016
Q1 | $1.68M | Hold |
27,393
| – | – | 0.8% | 44 |
|
|
2015
Q4 | $1.81M | Sell |
27,393
-70
| -0.3% | -$4.62K | 0.82% | 46 |
|
|
2015
Q3 | $1.67M | Buy |
27,463
+1,757
| +7% | +$107K | 0.8% | 46 |
|
|
2015
Q2 | $1.74M | Buy |
25,706
+625
| +2% | +$42.3K | 0.78% | 47 |
|
|
2015
Q1 | $1.52M | Hold |
25,081
| – | – | 0.67% | 48 |
|
|
2014
Q4 | $1.57M | Sell |
25,081
-794
| -3% | -$49.7K | 0.67% | 48 |
|
|
2014
Q3 | $1.56M | Sell |
25,875
-2,734
| -10% | -$165K | 0.66% | 47 |
|
|
2014
Q2 | $1.65M | Buy |
28,609
+2,634
| +10% | +$152K | 0.64% | 49 |
|
|
2014
Q1 | $1.58M | Sell |
25,975
-1,957
| -7% | -$119K | 0.68% | 48 |
|
|
2013
Q4 | $1.63M | Sell |
27,932
-450
| -2% | -$26.3K | 0.68% | 48 |
|
|
2013
Q3 | $1.47M | Sell |
28,382
-6,419
| -18% | -$332K | 0.66% | 51 |
|
|
2013
Q2 | $1.84M | Buy |
+34,801
| New | +$1.84M | 0.79% | 47 |
|