J.M. Forbes & Co’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 | $29.3M | Buy |
99,612
+1,046
| +1% | +$317K | 2.48% | 9 |
|
|
2025
Q4 | $31.8M | Buy |
98,566
+859
| +0.9% | +$266K | 2.57% | 9 |
|
|
2025
Q3 | $30.8M | Buy |
97,707
+915
| +0.9% | +$272K | 2.56% | 9 |
|
|
2025
Q2 | $28.1M | Sell |
96,792
-202
| -0.2% | -$51.5K | 2.57% | 9 |
|
|
2025
Q1 | $23.8M | Buy |
96,994
+2,459
| +3% | +$627K | 2.3% | 8 |
|
|
2024
Q4 | $22.7M | Sell |
94,535
-19,209
| -17% | -$4.47M | 2.18% | 9 |
|
|
2024
Q3 | $24M | Sell |
113,744
-759
| -0.7% | -$160K | 2.34% | 8 |
|
|
2024
Q2 | $23.2M | Buy |
114,503
+1,931
| +2% | +$378K | 2.37% | 8 |
|
|
2024
Q1 | $22.5M | Sell |
112,572
-1,035
| -0.9% | -$187K | 2.44% | 8 |
|
|
2023
Q4 | $19.3M | Buy |
113,607
+895
| +0.8% | +$136K | 2.25% | 8 |
|
|
2023
Q3 | $16.3M | Buy |
112,712
+564
| +0.5% | +$84.5K | 2.12% | 12 |
|
|
2023
Q2 | $16.3M | Sell |
112,148
-16,287
| -13% | -$2.24M | 2.03% | 14 |
|
|
2023
Q1 | $16.7M | Buy |
128,435
+4,160
| +3% | +$570K | 2.29% | 14 |
|
|
2022
Q4 | $16.7M | Sell |
124,275
-2,801
| -2% | -$355K | 2.41% | 13 |
|
|
2022
Q3 | $13.3M | Buy |
127,076
+1,436
| +1% | +$165K | 2.08% | 18 |
|
|
2022
Q2 | $14.1M | Sell |
125,640
-226
| -0.2% | -$28K | 2.08% | 19 |
|
|
2022
Q1 | $17.2M | Sell |
125,866
-183
| -0.1% | -$27K | 2.17% | 13 |
|
|
2021
Q4 | $20M | Buy |
126,049
+775
| +0.6% | +$127K | 2.29% | 13 |
|
|
2021
Q3 | $20.5M | Buy |
125,274
+1,542
| +1% | +$242K | 2.59% | 11 |
|
|
2021
Q2 | $19.2M | Buy |
123,732
+2,239
| +2% | +$352K | 2.43% | 13 |
|
|
2021
Q1 | $18.5M | Buy |
121,493
+2,569
| +2% | +$370K | 2.58% | 15 |
|
|
2020
Q4 | $15.1M | Buy |
118,924
+1,325
| +1% | +$148K | 2.22% | 19 |
|
|
2020
Q3 | $11.3M | Buy |
117,599
+2,442
| +2% | +$240K | 1.81% | 23 |
|
|
2020
Q2 | $10.8M | Buy |
115,157
+208
| +0.2% | +$19.7K | 1.93% | 23 |
|
|
2020
Q1 | $10.3M | Buy |
114,949
+15,081
| +15% | +$1.83M | 2.31% | 22 |
|
|
2019
Q4 | $13.9M | Sell |
99,868
-5,999
| -6% | -$769K | 2.28% | 16 |
|
|
2019
Q3 | $12.5M | Buy |
105,867
+428
| +0.4% | +$48.4K | 2.4% | 16 |
|
|
2019
Q2 | $11.8M | Buy |
105,439
+10,645
| +11% | +$1.17M | 2.28% | 18 |
|
|
2019
Q1 | $9.6M | Buy |
94,794
+1,837
| +2% | +$189K | 2.06% | 21 |
|
|
2018
Q4 | $9.07M | Sell |
92,957
-543
| -0.6% | -$57.9K | 2.14% | 18 |
|
|
2018
Q3 | $10.6M | Buy |
93,500
+44
| +0% | +$5K | 2.24% | 17 |
|
|
2018
Q2 | $9.74M | Buy |
93,456
+524
| +0.6% | +$57.5K | 2.18% | 17 |
|
|
2018
Q1 | $10.2M | Buy |
92,932
+1,776
| +2% | +$201K | 2.38% | 13 |
|
|
2017
Q4 | $9.75M | Buy |
91,156
+2,529
| +3% | +$256K | 2.25% | 15 |
|
|
2017
Q3 | $8.46M | Buy |
88,627
+85,882
| +3,129% | +$7.92M | 2.11% | 19 |
|
|
2017
Q2 | $250K | Sell |
2,745
-153
| -5% | -$13.2K | 0.06% | 91 |
|
|
2017
Q1 | $254K | Hold |
2,898
| – | – | 0.07% | 89 |
|
|
2016
Q4 | $250K | Buy |
+2,898
| New | +$221K | 0.07% | 86 |
|
Other funds holding JPM
VCM
VPM
