JP Morgan Chase’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1M | Sell |
339,633
-79,295
| -19% | -$6.86M | ﹤0.01% | 1762 |
|
|
2025
Q4 | $33.9M | Sell |
418,928
-186,576
| -31% | -$15.1M | ﹤0.01% | 1632 |
|
|
2025
Q3 | $49.6M | Buy |
605,504
+264,009
| +77% | +$21.4M | ﹤0.01% | 1419 |
|
|
2025
Q2 | $26.3M | Buy |
341,495
+57,751
| +20% | +$4.51M | ﹤0.01% | 1756 |
|
|
2025
Q1 | $22.8M | Buy |
283,744
+94,399
| +50% | +$7.47M | ﹤0.01% | 1815 |
|
|
2024
Q4 | $14M | Buy |
189,345
+91,516
| +94% | +$7.17M | ﹤0.01% | 2385 |
|
|
2024
Q3 | $7.65M | Sell |
97,829
-10,677
| -10% | -$924K | ﹤0.01% | 2850 |
|
|
2024
Q2 | $9.5M | Buy |
108,506
+6,049
| +6% | +$530K | ﹤0.01% | 2506 |
|
|
2024
Q1 | $8.85M | Buy |
102,457
+7,551
| +8% | +$656K | ﹤0.01% | 2594 |
|
|
2023
Q4 | $8.06M | Buy |
94,906
+9,505
| +11% | +$734K | ﹤0.01% | 2663 |
|
|
2023
Q3 | $6.48M | Sell |
85,401
-1,444
| -2% | -$119K | ﹤0.01% | 2641 |
|
|
2023
Q2 | $6.86M | Buy |
86,845
+4,284
| +5% | +$322K | ﹤0.01% | 2620 |
|
|
2023
Q1 | $5.97M | Sell |
82,561
-30,180
| -27% | -$2M | ﹤0.01% | 2688 |
|
|
2022
Q4 | $6.62M | Buy |
112,741
+2,701
| +2% | +$162K | ﹤0.01% | 2601 |
|
|
2022
Q3 | $6.77M | Buy |
110,040
+10,094
| +10% | +$728K | ﹤0.01% | 2471 |
|
|
2022
Q2 | $6.71M | Sell |
99,946
-22,589
| -18% | -$1.44M | ﹤0.01% | 2513 |
|
|
2022
Q1 | $7.66M | Buy |
122,535
+17,716
| +17% | +$1.11M | ﹤0.01% | 2631 |
|
|
2021
Q4 | $7.49M | Sell |
104,819
-8,665
| -8% | -$560K | ﹤0.01% | 2699 |
|
|
2021
Q3 | $6.35M | Sell |
113,484
-40,144
| -26% | -$2.13M | ﹤0.01% | 2829 |
|
|
2021
Q2 | $7.5M | Buy |
153,628
+27,954
| +22% | +$1.34M | ﹤0.01% | 2685 |
|
|
2021
Q1 | $5.8M | Buy |
125,674
+34,857
| +38% | +$1.49M | ﹤0.01% | 2841 |
|
|
2020
Q4 | $3.87M | Buy |
90,817
+68,223
| +302% | +$2.78M | ﹤0.01% | 3013 |
|
|
2020
Q3 | $815K | Sell |
22,594
-10,910
| -33% | -$420K | ﹤0.01% | 3751 |
|
|
2020
Q2 | $1.3M | Sell |
33,504
-26,451
| -44% | -$1.11M | ﹤0.01% | 3366 |
|
|
2020
Q1 | $2.67M | Buy |
59,955
+25,233
| +73% | +$1.26M | ﹤0.01% | 2751 |
|
|
2019
Q4 | $1.78M | Buy |
34,722
+13,404
| +63% | +$696K | ﹤0.01% | 3459 |
|
|
2019
Q3 | $1.15M | Buy |
21,318
+2,701
| +15% | +$141K | ﹤0.01% | 3760 |
|
|
2019
Q2 | $969K | Sell |
18,617
-2,457
| -12% | -$125K | ﹤0.01% | 3894 |
|
|
2019
Q1 | $1.05M | Sell |
21,074
-2,119
| -9% | -$104K | ﹤0.01% | 3784 |
|
|
2018
Q4 | $1.15M | Buy |
23,193
+9,629
| +71% | +$460K | ﹤0.01% | 3654 |
|
|
2018
Q3 | $649K | Buy |
13,564
+1,666
| +14% | +$80.5K | ﹤0.01% | 4157 |
|
|
2018
Q2 | $566K | Sell |
11,898
-8
| -0.1% | -$360 | ﹤0.01% | 4118 |
|
|
2018
Q1 | $516K | Buy |
11,906
+1
| +0% | +$42 | ﹤0.01% | 3993 |
|
|
2017
Q4 | $529K | Buy |
11,905
+9,448
| +385% | +$433K | ﹤0.01% | 4037 |
|
|
2017
Q3 | $109K | Sell |
2,457
-6,819
| -74% | -$282K | ﹤0.01% | 4275 |
|
|
2017
Q2 | $367K | Sell |
9,276
-35,006
| -79% | -$1.38M | ﹤0.01% | 3831 |
|
|
2017
Q1 | $1.68M | Buy |
44,282
+11,259
| +34% | +$426K | ﹤0.01% | 3141 |
|
|
2016
Q4 | $1.35M | Buy |
+33,023
| New | +$1.23M | ﹤0.01% | 3301 |
|
|
2016
Q3 | – | Sell |
-368
| Closed | -$12K | – | 4729 |
|
|
2016
Q2 | $12K | Hold |
368
| – | – | ﹤0.01% | 4306 |
|
|
2016
Q1 | $11K | Hold |
368
| – | – | ﹤0.01% | 4225 |
|
|
2015
Q4 | $10K | Buy |
+368
| New | +$9.88K | ﹤0.01% | 4212 |
|
|
2014
Q2 | – | Sell |
-68,762
| Closed | -$2.12M | – | 3601 |
|
|
2014
Q1 | $2.12M | Buy |
68,762
+50,782
| +282% | +$1.5M | ﹤0.01% | 2527 |
|
|
2013
Q4 | $527K | Sell |
17,980
-46,091
| -72% | -$1.34M | ﹤0.01% | 3467 |
|
|
2013
Q3 | $1.77M | Buy |
64,071
+16,713
| +35% | +$481K | ﹤0.01% | 2889 |
|
|
2013
Q2 | $1.34M | Buy |
+47,358
| New | +$1.4M | ﹤0.01% | 3075 |
|
Other funds holding OTTR
VPM
VCM
