JFGIW
Johnson Financial Group Inc (Wisconsin)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
59,244
+3,476
| +6% | +$1.01M | 0.77% | 20 |
|
|
2025
Q1 | $13.7M | Sell |
55,768
-2,983
| -5% | -$732K | 0.67% | 23 |
|
|
2024
Q4 | $15.7M | Sell |
58,751
-5,151
| -8% | -$1.38M | 0.74% | 19 |
|
|
2024
Q3 | $13.5M | Buy |
63,902
+2,867
| +5% | +$605K | 0.62% | 26 |
|
|
2024
Q2 | $12.3M | Buy |
61,035
+27,335
| +81% | +$5.53M | 0.6% | 26 |
|
|
2024
Q1 | $6.75M | Sell |
33,700
-586
| -2% | -$117K | 0.36% | 31 |
|
|
2023
Q4 | $5.83M | Sell |
34,286
-584
| -2% | -$99.3K | 0.32% | 35 |
|
|
2023
Q3 | $5.06M | Sell |
34,870
-849
| -2% | -$123K | 0.35% | 29 |
|
|
2023
Q2 | $5.19M | Buy |
35,719
+3,564
| +11% | +$518K | 0.36% | 34 |
|
|
2023
Q1 | $4.19M | Buy |
32,155
+2,115
| +7% | +$276K | 0.3% | 42 |
|
|
2022
Q4 | $4.03M | Sell |
30,040
-120
| -0.4% | -$16.1K | 0.32% | 41 |
|
|
2022
Q3 | $3.56M | Sell |
30,160
-11,148
| -27% | -$1.32M | 0.33% | 40 |
|
|
2022
Q2 | $4.65M | Buy |
41,308
+320
| +0.8% | +$36K | 0.33% | 40 |
|
|
2022
Q1 | $5.59M | Buy |
40,988
+2,395
| +6% | +$327K | 0.39% | 32 |
|
|
2021
Q4 | $6.11M | Buy |
38,593
+837
| +2% | +$133K | 0.39% | 31 |
|
|
2021
Q3 | $6.18M | Buy |
37,756
+4,458
| +13% | +$730K | 0.42% | 29 |
|
|
2021
Q2 | $5.18M | Buy |
33,298
+1,285
| +4% | +$200K | 0.34% | 33 |
|
|
2021
Q1 | $4.87M | Buy |
32,013
+394
| +1% | +$60K | 0.33% | 33 |
|
|
2020
Q4 | $4.02M | Buy |
31,619
+1,099
| +4% | +$140K | 0.34% | 35 |
|
|
2020
Q3 | $2.94M | Buy |
30,520
+89
| +0.3% | +$8.57K | 0.3% | 45 |
|
|
2020
Q2 | $2.86M | Buy |
30,431
+5,921
| +24% | +$557K | 0.31% | 44 |
|
|
2020
Q1 | $2.21M | Sell |
24,510
-1,674
| -6% | -$151K | 0.26% | 50 |
|
|
2019
Q4 | $3.65M | Sell |
26,184
-21,313
| -45% | -$2.97M | 0.33% | 45 |
|
|
2019
Q3 | $5.59M | Sell |
47,497
-359
| -0.8% | -$42.3K | 0.51% | 37 |
|
|
2019
Q2 | $5.35M | Sell |
47,856
-736
| -2% | -$82.3K | 0.48% | 40 |
|
|
2019
Q1 | $4.92M | Sell |
48,592
-159
| -0.3% | -$16.1K | 0.44% | 41 |
|
|
2018
Q4 | $4.76M | Sell |
48,751
-3,280
| -6% | -$320K | 0.49% | 41 |
|
|
2018
Q3 | $5.87M | Sell |
52,031
-354
| -0.7% | -$39.9K | 0.6% | 30 |
|
|
2018
Q2 | $5.46M | Sell |
52,385
-714
| -1% | -$74.4K | 0.6% | 27 |
|
|
2018
Q1 | $5.84M | Sell |
53,099
-2,058
| -4% | -$226K | 0.7% | 27 |
|
|
2017
Q4 | $5.9M | Sell |
55,157
-349
| -0.6% | -$37.3K | 0.72% | 24 |
|
|
2017
Q3 | $5.3M | Buy |
55,506
+363
| +0.7% | +$34.7K | 0.7% | 27 |
|
|
2017
Q2 | $5.04M | Sell |
55,143
-24,384
| -31% | -$2.23M | 0.72% | 27 |
|
|
2017
Q1 | $6.99M | Buy |
79,527
+31
| +0% | +$2.72K | 0.88% | 22 |
|
|
2016
Q4 | $6.86M | Sell |
79,496
-9,985
| -11% | -$862K | 0.95% | 20 |
|
|
2016
Q3 | $5.96M | Sell |
89,481
-1,756
| -2% | -$117K | 0.8% | 27 |
|
|
2016
Q2 | $5.67M | Buy |
91,237
+510
| +0.6% | +$31.7K | 0.79% | 26 |
|
|
2016
Q1 | $5.37M | Buy |
90,727
+15,379
| +20% | +$911K | 1.07% | 15 |
|
|
2015
Q4 | $4.98M | Buy |
75,348
+6,632
| +10% | +$438K | 1.03% | 14 |
|
|
2015
Q3 | $4.19M | Buy |
68,716
+16,178
| +31% | +$987K | 0.92% | 16 |
|
|
2015
Q2 | $3.56M | Buy |
52,538
+9,659
| +23% | +$655K | 0.74% | 21 |
|
|
2015
Q1 | $2.6M | Sell |
42,879
-222
| -0.5% | -$13.4K | 0.56% | 33 |
|
|
2014
Q4 | $2.7M | Buy |
43,101
+630
| +1% | +$39.4K | 0.63% | 35 |
|
|
2014
Q3 | $2.56M | Buy |
42,471
+755
| +2% | +$45.5K | 0.67% | 31 |
|
|
2014
Q2 | $2.4M | Buy |
41,716
+6,800
| +19% | +$392K | 0.63% | 32 |
|
|
2014
Q1 | $2.12M | Sell |
34,916
-763
| -2% | -$46.3K | 0.62% | 37 |
|
|
2013
Q4 | $2.09M | Sell |
35,679
-2,085
| -6% | -$122K | 0.6% | 38 |
|
|
2013
Q3 | $1.95M | Buy |
37,764
+11,251
| +42% | +$582K | 0.59% | 39 |
|
|
2013
Q2 | $1.4M | Buy |
+26,513
| New | +$1.4M | 0.39% | 52 |
|