Laurie J. Hall Trustee’s JPMorgan Chase JPM Stock Holding History

Laurie J. Hall Trustee’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	4,911 -153	-3%	-$47.5K	0.5%	52
2026 Q1	$1.49M	Sell	5,064 -270	-5%	-$81.9K	0.53%	53
2025 Q4	$1.72M	Sell	5,334 -241	-4%	-$74.6K	0.57%	49
2025 Q3	$1.76M	Sell	5,575 -90	-2%	-$26.8K	0.57%	50
2025 Q2	$1.64M	Sell	5,665 -25	-0.4%	-$6.38K	0.54%	51
2025 Q1	$1.4M	Sell	5,690 -1,270	-18%	-$324K	0.5%	53
2024 Q4	$1.67M	Sell	6,960 -955	-12%	-$222K	0.55%	52
2024 Q3	$1.67M	Buy	7,915 +2,890	+58%	+$609K	0.53%	53
2024 Q2	$1.01M	Sell	5,025 -675	-12%	-$132K	0.35%	60
2024 Q1	$1.14M	Sell	5,700 -315	-5%	-$56.8K	0.4%	55
2023 Q4	$1.02M	Buy	6,015 +635	+12%	+$96.2K	0.39%	57
2023 Q3	$779K	Sell	5,380 -425	-7%	-$63.7K	0.33%	60
2023 Q2	$845K	Sell	5,805 -260	-4%	-$35.8K	0.34%	59
2023 Q1	$790K	Sell	6,065 -700	-10%	-$95.9K	0.34%	58
2022 Q4	$907K	Sell	6,765 -150	-2%	-$19K	0.41%	57
2022 Q3	$722K	Sell	6,915 -200	-3%	-$23K	0.36%	61
2022 Q2	$801K	Sell	7,115 -205	-3%	-$25.4K	0.37%	58
2022 Q1	$998K	Sell	7,320 -325	-4%	-$48K	0.38%	60
2021 Q4	$1.21M	Sell	7,645 -175	-2%	-$28.7K	0.43%	57
2021 Q3	$1.28M	Sell	7,820 -275	-3%	-$43.1K	0.49%	56
2021 Q2	$1.26M	Sell	8,095 -575	-7%	-$90.3K	0.48%	57
2021 Q1	$1.32M	Sell	8,670 -837	-9%	-$120K	0.51%	57
2020 Q4	$1.21M	Hold	9,507	–	–	0.49%	54
2020 Q3	$915K	Buy	+9,507	New	+$934K	0.41%	57
2019 Q4	$1.38M	Buy	9,917 +625	+7%	+$80.2K	0.64%	49
2019 Q3	$1.09M	Sell	9,292 -450	-5%	-$50.9K	0.56%	55
2019 Q2	$1.09M	Hold	9,742	–	–	0.57%	54
2019 Q1	$986K	Sell	9,742 -100	-1%	-$10.3K	0.52%	54
2018 Q4	$1.01M	Hold	9,842	–	–	0.56%	51
2018 Q3	$1.11M	Hold	9,842	–	–	0.59%	48
2018 Q2	$1.02M	Hold	9,842	–	–	0.59%	46
2018 Q1	$1.08M	Sell	9,842 -175	-2%	-$19.8K	0.66%	45
2017 Q4	$1.07M	Hold	10,017	–	–	0.61%	45
2017 Q3	$957K	Sell	10,017 -275	-3%	-$25.4K	0.6%	45
2017 Q2	$941K	Sell	10,292 -780	-7%	-$67.3K	0.6%	46
2017 Q1	$954K	Sell	11,072 -475	-4%	-$41.9K	0.61%	46
2016 Q4	$995K	Buy	+11,547	New	+$881K	0.64%	46
2016 Q2	$762K	Sell	12,247 -165	-1%	-$10.3K	0.5%	48
2016 Q1	$794K	Sell	12,412 -917	-7%	-$53.6K	0.5%	48
2015 Q4	$778K	Buy	13,329 +100	+0.8%	+$6.51K	0.56%	43
2015 Q3	$807K	Hold	13,229	–	–	0.64%	40
2015 Q2	$896K	Buy	13,229 +1,040	+9%	+$67.9K	0.65%	40
2015 Q1	$738K	Sell	12,189 -140	-1%	-$8.29K	0.54%	45
2014 Q4	$771K	Buy	12,329 +140	+1%	+$8.43K	0.55%	45
2014 Q3	$734K	Hold	12,189	–	–	0.55%	45
2014 Q2	$702K	Sell	12,189 -375	-3%	-$21.1K	0.53%	47
2014 Q1	$762K	Hold	12,564	–	–	0.59%	43
2013 Q4	$734K	Hold	12,564	–	–	0.56%	44
2013 Q3	$649K	Buy	12,564 +100	+0.8%	+$5.36K	0.55%	46
2013 Q2	$658K	Buy	+12,464	New	+$634K	0.58%	45

Other funds holding JPM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return