J.P. Marvel Investment Advisors’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 | $32M | Buy |
110,531
+521
| +0.5% | +$151K | 5.16% | 4 |
|
|
2025
Q1 | $27M | Sell |
110,010
-183
| -0.2% | -$44.9K | 4.67% | 5 |
|
|
2024
Q4 | $26.4M | Sell |
110,193
-405
| -0.4% | -$97.1K | 4.36% | 6 |
|
|
2024
Q3 | $23.3M | Sell |
110,598
-113
| -0.1% | -$23.8K | 3.8% | 7 |
|
|
2024
Q2 | $22.4M | Sell |
110,711
-38
| -0% | -$7.69K | 3.67% | 6 |
|
|
2024
Q1 | $22.2M | Sell |
110,749
-17
| -0% | -$3.41K | 3.84% | 7 |
|
|
2023
Q4 | $18.8M | Sell |
110,766
-395
| -0.4% | -$67.2K | 3.73% | 7 |
|
|
2023
Q3 | $16.1M | Hold |
111,161
| – | – | 3.47% | 8 |
|
|
2023
Q2 | $16.2M | Sell |
111,161
-434
| -0.4% | -$63.1K | 3.37% | 8 |
|
|
2023
Q1 | $14.5M | Sell |
111,595
-81
| -0.1% | -$10.6K | 3.28% | 7 |
|
|
2022
Q4 | $15M | Hold |
111,676
| – | – | 3.51% | 6 |
|
|
2022
Q3 | $11.7M | Sell |
111,676
-95
| -0.1% | -$9.93K | 2.97% | 8 |
|
|
2022
Q2 | $12.6M | Hold |
111,771
| – | – | 3.03% | 10 |
|
|
2022
Q1 | $15.2M | Sell |
111,771
-120
| -0.1% | -$16.4K | 3.1% | 8 |
|
|
2021
Q4 | $17.7M | Sell |
111,891
-80
| -0.1% | -$12.7K | 3.46% | 7 |
|
|
2021
Q3 | $18.3M | Sell |
111,971
-170
| -0.2% | -$27.8K | 5.52% | 5 |
|
|
2021
Q2 | $17.4M | Buy |
112,141
+230
| +0.2% | +$35.8K | 3.71% | 7 |
|
|
2021
Q1 | $17M | Buy |
111,911
+289
| +0.3% | +$44K | 4.03% | 5 |
|
|
2020
Q4 | $14.2M | Buy |
111,622
+125
| +0.1% | +$15.9K | 3.67% | 6 |
|
|
2020
Q3 | $10.7M | Buy |
111,497
+3,410
| +3% | +$328K | 3.09% | 8 |
|
|
2020
Q2 | $10.2M | Sell |
108,087
-22,956
| -18% | -$2.16M | 3.21% | 7 |
|
|
2020
Q1 | $11.8M | Sell |
131,043
-610
| -0.5% | -$54.9K | 4.47% | 4 |
|
|
2019
Q4 | $18.4M | Sell |
131,653
-365
| -0.3% | -$50.9K | 5.31% | 1 |
|
|
2019
Q3 | $15.5M | Buy |
+132,018
| New | +$15.5M | 4.98% | 1 |
|
|
2019
Q1 | $13.4M | Sell |
132,722
-360
| -0.3% | -$36.4K | 4.35% | 2 |
|
|
2018
Q4 | $13M | Buy |
+133,082
| New | +$13M | 4.69% | 1 |
|
|
2018
Q2 | $14M | Sell |
134,077
-2,073
| -2% | -$216K | 4.28% | 2 |
|
|
2018
Q1 | $15M | Sell |
136,150
-2,565
| -2% | -$282K | 4.62% | 1 |
|
|
2017
Q4 | $14.8M | Sell |
138,715
-1,019
| -0.7% | -$109K | 4.52% | 1 |
|
|
2017
Q3 | $13.3M | Sell |
139,734
-2,386
| -2% | -$228K | 4.25% | 1 |
|
|
2017
Q2 | $13M | Sell |
142,120
-1,345
| -0.9% | -$123K | 4.3% | 1 |
|
|
2017
Q1 | $12.6M | Sell |
143,465
-9,394
| -6% | -$825K | 4.17% | 1 |
|
|
2016
Q4 | $13.2M | Sell |
152,859
-410
| -0.3% | -$35.4K | 4.51% | 1 |
|
|
2016
Q3 | $10.2M | Sell |
153,269
-5,245
| -3% | -$349K | 3.62% | 3 |
|
|
2016
Q2 | $9.85M | Sell |
158,514
-3,369
| -2% | -$209K | 3.45% | 5 |
|
|
2016
Q1 | $9.59M | Sell |
161,883
-124
| -0.1% | -$7.34K | 3.45% | 5 |
|
|
2015
Q4 | $10.7M | Buy |
+162,007
| New | +$10.7M | 3.72% | 5 |
|
|
2015
Q2 | $11.2M | Sell |
164,897
-2,959
| -2% | -$200K | 3.76% | 4 |
|
|
2015
Q1 | $10.2M | Hold |
167,856
| – | – | 3.46% | 6 |
|
|
2014
Q4 | $10.5M | Buy |
167,856
+5,440
| +3% | +$340K | 3.65% | 4 |
|
|
2014
Q3 | $9.78M | Sell |
162,416
-1,734
| -1% | -$104K | 3.54% | 4 |
|
|
2014
Q2 | $9.46M | Sell |
164,150
-3,400
| -2% | -$196K | 3.22% | 4 |
|
|
2014
Q1 | $10.2M | Sell |
167,550
-2,320
| -1% | -$141K | 3.58% | 4 |
|
|
2013
Q4 | $9.93M | Buy |
169,870
+1,404
| +0.8% | +$82.1K | 3.56% | 4 |
|
|
2013
Q3 | $8.71M | Sell |
168,466
-230
| -0.1% | -$11.9K | 3.38% | 5 |
|
|
2013
Q2 | $8.91M | Buy |
+168,696
| New | +$8.91M | 3.71% | 3 |
|