Ironwood Investment Counsel’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 | $8.7M | Buy |
29,993
+3,105
| +12% | +$900K | 1.34% | 16 |
|
|
2025
Q1 | $6.6M | Buy |
26,888
+429
| +2% | +$105K | 1.14% | 22 |
|
|
2024
Q4 | $6.34M | Sell |
26,459
-133
| -0.5% | -$31.9K | 1.09% | 25 |
|
|
2024
Q3 | $5.61M | Sell |
26,592
-405
| -2% | -$85.4K | 0.93% | 34 |
|
|
2024
Q2 | $5.46M | Sell |
26,997
-479
| -2% | -$96.9K | 0.98% | 30 |
|
|
2024
Q1 | $5.5M | Sell |
27,476
-635
| -2% | -$127K | 0.96% | 34 |
|
|
2023
Q4 | $4.78M | Buy |
28,111
+150
| +0.5% | +$25.5K | 0.89% | 37 |
|
|
2023
Q3 | $208K | Buy |
27,961
+3,817
| +16% | +$28.4K | 0.04% | 227 |
|
|
2023
Q2 | $3.51M | Buy |
24,144
+885
| +4% | +$129K | 0.79% | 43 |
|
|
2023
Q1 | $3.03M | Buy |
23,259
+1,433
| +7% | +$187K | 0.72% | 48 |
|
|
2022
Q4 | $2.93M | Buy |
21,826
+1,194
| +6% | +$160K | 0.71% | 50 |
|
|
2022
Q3 | $2.16M | Buy |
20,632
+1,351
| +7% | +$141K | 0.62% | 53 |
|
|
2022
Q2 | $2.17M | Buy |
19,281
+1,160
| +6% | +$131K | 0.61% | 51 |
|
|
2022
Q1 | $2.47M | Buy |
18,121
+319
| +2% | +$43.5K | 0.61% | 52 |
|
|
2021
Q4 | $2.82M | Buy |
17,802
+317
| +2% | +$50.2K | 0.64% | 47 |
|
|
2021
Q3 | $2.86M | Buy |
17,485
+1,152
| +7% | +$189K | 0.73% | 43 |
|
|
2021
Q2 | $2.54M | Buy |
16,333
+865
| +6% | +$135K | 0.67% | 45 |
|
|
2021
Q1 | $2.35M | Sell |
15,468
-1,802
| -10% | -$274K | 0.68% | 45 |
|
|
2020
Q4 | $2.19M | Buy |
17,270
+1,583
| +10% | +$201K | 0.5% | 60 |
|
|
2020
Q3 | $1.51M | Buy |
15,687
+2,456
| +19% | +$236K | 0.41% | 62 |
|
|
2020
Q2 | $1.24M | Buy |
13,231
+1,069
| +9% | +$101K | 0.38% | 67 |
|
|
2020
Q1 | $1.1M | Buy |
12,162
+3,715
| +44% | +$334K | 0.43% | 62 |
|
|
2019
Q4 | $1.18M | Buy |
8,447
+905
| +12% | +$126K | 0.4% | 61 |
|
|
2019
Q3 | $887K | Sell |
7,542
-126
| -2% | -$14.8K | 0.33% | 76 |
|
|
2019
Q2 | $857K | Buy |
7,668
+965
| +14% | +$108K | 0.33% | 75 |
|
|
2019
Q1 | $678K | Sell |
6,703
-466
| -7% | -$47.1K | 0.27% | 81 |
|
|
2018
Q4 | $699K | Sell |
7,169
-1,054
| -13% | -$103K | 0.31% | 78 |
|
|
2018
Q3 | $927K | Sell |
8,223
-156
| -2% | -$17.6K | 0.36% | 71 |
|
|
2018
Q2 | $873K | Sell |
8,379
-6,315
| -43% | -$658K | 0.38% | 66 |
|
|
2018
Q1 | $1.62M | Sell |
14,694
-164
| -1% | -$18K | 0.72% | 42 |
|
|
2017
Q4 | $1.59M | Buy |
14,858
+1,879
| +14% | +$201K | 0.59% | 45 |
|
|
2017
Q3 | $1.24M | Buy |
12,979
+143
| +1% | +$13.7K | 0.5% | 48 |
|
|
2017
Q2 | $1.17M | Sell |
12,836
-1,260
| -9% | -$115K | 0.44% | 58 |
|
|
2017
Q1 | $1.24M | Sell |
14,096
-2,626
| -16% | -$231K | 0.52% | 53 |
|
|
2016
Q4 | $1.44M | Buy |
16,722
+9,156
| +121% | +$790K | 0.64% | 46 |
|
|
2016
Q3 | $504K | Buy |
7,566
+3,916
| +107% | +$261K | 0.24% | 88 |
|
|
2016
Q2 | $227K | Sell |
3,650
-1,761
| -33% | -$110K | 0.13% | 116 |
|
|
2016
Q1 | $320K | Buy |
5,411
+1,599
| +42% | +$94.6K | 0.17% | 102 |
|
|
2015
Q4 | $252K | Buy |
3,812
+2
| +0.1% | +$132 | 0.14% | 115 |
|
|
2015
Q3 | $232K | Buy |
3,810
+1
| +0% | +$61 | 0.13% | 122 |
|
|
2015
Q2 | $258K | Sell |
3,809
-398
| -9% | -$27K | 0.13% | 124 |
|
|
2015
Q1 | $255K | Sell |
4,207
-352
| -8% | -$21.3K | 0.13% | 127 |
|
|
2014
Q4 | $285K | Sell |
4,559
-199
| -4% | -$12.4K | 0.14% | 118 |
|
|
2014
Q3 | $287K | Buy |
4,758
+202
| +4% | +$12.2K | 0.15% | 115 |
|
|
2014
Q2 | $263K | Buy |
4,556
+46
| +1% | +$2.66K | 0.14% | 120 |
|
|
2014
Q1 | $274K | Sell |
4,510
-277
| -6% | -$16.8K | 0.15% | 113 |
|
|
2013
Q4 | $280K | Buy |
4,787
+180
| +4% | +$10.5K | 0.16% | 110 |
|
|
2013
Q3 | $238K | Sell |
4,607
-898
| -16% | -$46.4K | 0.16% | 96 |
|
|
2013
Q2 | $291K | Buy |
+5,505
| New | +$291K | 0.19% | 90 |
|