JPMorgan Chase & Co’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
140,888
-25,884
| -16% | -$256K | ﹤0.01% | 3548 |
|
|
2025
Q1 | $1.54M | Buy |
166,772
+58,568
| +54% | +$541K | ﹤0.01% | 3411 |
|
|
2024
Q4 | $1.7M | Buy |
108,204
+102,976
| +1,970% | +$1.61M | ﹤0.01% | 3497 |
|
|
2024
Q3 | $94.2K | Sell |
5,228
-52
| -1% | -$937 | ﹤0.01% | 4752 |
|
|
2024
Q2 | $90.2K | Sell |
5,280
-46,714
| -90% | -$798K | ﹤0.01% | 4646 |
|
|
2024
Q1 | $1.12M | Buy |
51,994
+26,057
| +100% | +$562K | ﹤0.01% | 3502 |
|
|
2023
Q4 | $695K | Sell |
25,937
-20,484
| -44% | -$549K | ﹤0.01% | 3726 |
|
|
2023
Q3 | $1.34M | Sell |
46,421
-34,925
| -43% | -$1.01M | ﹤0.01% | 3246 |
|
|
2023
Q2 | $2.37M | Buy |
81,346
+6,635
| +9% | +$193K | ﹤0.01% | 2938 |
|
|
2023
Q1 | $2.42M | Buy |
74,711
+47,979
| +179% | +$1.55M | ﹤0.01% | 2933 |
|
|
2022
Q4 | $956K | Buy |
26,732
+1,660
| +7% | +$59.4K | ﹤0.01% | 3377 |
|
|
2022
Q3 | $903K | Buy |
25,072
+37
| +0.1% | +$1.33K | ﹤0.01% | 3420 |
|
|
2022
Q2 | $1.2M | Sell |
25,035
-15,513
| -38% | -$742K | ﹤0.01% | 3345 |
|
|
2022
Q1 | $2.29M | Sell |
40,548
-10,424
| -20% | -$588K | ﹤0.01% | 3081 |
|
|
2021
Q4 | $2.99M | Buy |
50,972
+3,552
| +7% | +$209K | ﹤0.01% | 2934 |
|
|
2021
Q3 | $2.34M | Buy |
47,420
+6,421
| +16% | +$316K | ﹤0.01% | 3080 |
|
|
2021
Q2 | $1.88M | Sell |
40,999
-2,061
| -5% | -$94.4K | ﹤0.01% | 3258 |
|
|
2021
Q1 | $1.83M | Buy |
43,060
+8,159
| +23% | +$347K | ﹤0.01% | 3293 |
|
|
2020
Q4 | $1.46M | Buy |
34,901
+18,454
| +112% | +$774K | ﹤0.01% | 3160 |
|
|
2020
Q3 | $545K | Sell |
16,447
-6,041
| -27% | -$200K | ﹤0.01% | 3347 |
|
|
2020
Q2 | $721K | Buy |
22,488
+8,222
| +58% | +$264K | ﹤0.01% | 3162 |
|
|
2020
Q1 | $417K | Sell |
14,266
-16,977
| -54% | -$496K | ﹤0.01% | 3375 |
|
|
2019
Q4 | $1.3M | Sell |
31,243
-25,374
| -45% | -$1.06M | ﹤0.01% | 2921 |
|
|
2019
Q3 | $1.82M | Buy |
56,617
+20,153
| +55% | +$647K | ﹤0.01% | 2786 |
|
|
2019
Q2 | $1.72M | Buy |
36,464
+9,630
| +36% | +$455K | ﹤0.01% | 2750 |
|
|
2019
Q1 | $1.3M | Buy |
26,834
+9,325
| +53% | +$451K | ﹤0.01% | 2892 |
|
|
2018
Q4 | $782K | Buy |
17,509
+12,925
| +282% | +$577K | ﹤0.01% | 3169 |
|
|
2018
Q3 | $210K | Sell |
4,584
-17,189
| -79% | -$787K | ﹤0.01% | 3856 |
|
|
2018
Q2 | $913K | Buy |
21,773
+3,192
| +17% | +$134K | ﹤0.01% | 3177 |
|
|
2018
Q1 | $770K | Buy |
18,581
+1,166
| +7% | +$48.3K | ﹤0.01% | 3208 |
|
|
2017
Q4 | $770K | Buy |
17,415
+2,064
| +13% | +$91.3K | ﹤0.01% | 3168 |
|
|
2017
Q3 | $644K | Buy |
15,351
+1,426
| +10% | +$59.8K | ﹤0.01% | 3109 |
|
|
2017
Q2 | $545K | Sell |
13,925
-5,149
| -27% | -$202K | ﹤0.01% | 3120 |
|
|
2017
Q1 | $758K | Sell |
19,074
-20,325
| -52% | -$808K | ﹤0.01% | 2995 |
|
|
2016
Q4 | $1.69M | Buy |
39,399
+18,392
| +88% | +$790K | ﹤0.01% | 2762 |
|
|
2016
Q3 | $817K | Buy |
21,007
+16,990
| +423% | +$661K | ﹤0.01% | 2835 |
|
|
2016
Q2 | $148K | Buy |
+4,017
| New | +$148K | ﹤0.01% | 3301 |
|
|
2015
Q1 | – | Sell |
-11,200
| Closed | -$440K | – | 3455 |
|
|
2014
Q4 | $440K | Sell |
11,200
-259
| -2% | -$10.2K | ﹤0.01% | 3066 |
|
|
2014
Q3 | $423K | Sell |
11,459
-2,796
| -20% | -$103K | ﹤0.01% | 3062 |
|
|
2014
Q2 | $540K | Buy |
14,255
+5,696
| +67% | +$216K | ﹤0.01% | 3006 |
|
|
2014
Q1 | $307K | Sell |
8,559
-19,823
| -70% | -$711K | ﹤0.01% | 3209 |
|
|
2013
Q4 | $1.09M | Sell |
28,382
-1,277
| -4% | -$48.9K | ﹤0.01% | 2875 |
|
|
2013
Q3 | $1.09M | Buy |
29,659
+7,736
| +35% | +$284K | ﹤0.01% | 2950 |
|
|
2013
Q2 | $805K | Buy |
+21,923
| New | +$805K | ﹤0.01% | 3033 |
|