Lederer & Associates Investment Counsel’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 | $2.69M | Sell |
9,279
-139
| -1% | -$40.3K | 1.78% | 12 |
|
|
2025
Q1 | $2.31M | Sell |
9,418
-201
| -2% | -$49.3K | 1.69% | 13 |
|
|
2024
Q4 | $2.31M | Sell |
9,619
-523
| -5% | -$125K | 1.61% | 13 |
|
|
2024
Q3 | $2.14M | Sell |
10,142
-4,671
| -32% | -$985K | 1.5% | 18 |
|
|
2024
Q2 | $3M | Sell |
14,813
-1,200
| -7% | -$243K | 2.17% | 8 |
|
|
2024
Q1 | $3.21M | Sell |
16,013
-612
| -4% | -$123K | 2.23% | 8 |
|
|
2023
Q4 | $2.83M | Sell |
16,625
-202
| -1% | -$34.4K | 2.09% | 8 |
|
|
2023
Q3 | $2.44M | Sell |
16,827
-186
| -1% | -$27K | 1.94% | 12 |
|
|
2023
Q2 | $2.47M | Sell |
17,013
-365
| -2% | -$53.1K | 1.87% | 11 |
|
|
2023
Q1 | $2.27M | Sell |
17,378
-240
| -1% | -$31.3K | 1.75% | 15 |
|
|
2022
Q4 | $2.36M | Sell |
17,618
-752
| -4% | -$101K | 1.93% | 15 |
|
|
2022
Q3 | $1.92M | Sell |
18,370
-178
| -1% | -$18.6K | 1.62% | 19 |
|
|
2022
Q2 | $2.09M | Sell |
18,548
-2,653
| -13% | -$299K | 1.61% | 18 |
|
|
2022
Q1 | $2.89M | Sell |
21,201
-5
| -0% | -$682 | 1.77% | 14 |
|
|
2021
Q4 | $3.36M | Buy |
21,206
+36
| +0.2% | +$5.7K | 1.95% | 10 |
|
|
2021
Q3 | $3.47M | Buy |
21,170
+227
| +1% | +$37.2K | 2.24% | 9 |
|
|
2021
Q2 | $3.26M | Sell |
20,943
-197
| -0.9% | -$30.6K | 2.17% | 11 |
|
|
2021
Q1 | $3.22M | Buy |
21,140
+798
| +4% | +$121K | 2.27% | 7 |
|
|
2020
Q4 | $2.59M | Buy |
20,342
+81
| +0.4% | +$10.3K | 1.98% | 13 |
|
|
2020
Q3 | $1.95M | Buy |
20,261
+583
| +3% | +$56.1K | 1.62% | 22 |
|
|
2020
Q2 | $1.85M | Sell |
19,678
-60
| -0.3% | -$5.64K | 1.73% | 21 |
|
|
2020
Q1 | $1.78M | Sell |
19,738
-737
| -4% | -$66.4K | 2.01% | 14 |
|
|
2019
Q4 | $2.85M | Buy |
20,475
+70
| +0.3% | +$9.76K | 2.48% | 6 |
|
|
2019
Q3 | $2.4M | Sell |
20,405
-20
| -0.1% | -$2.35K | 2.29% | 11 |
|
|
2019
Q2 | $2.28M | Sell |
20,425
-2,475
| -11% | -$277K | 2.1% | 13 |
|
|
2019
Q1 | $2.32M | Sell |
22,900
-270
| -1% | -$27.3K | 2.16% | 12 |
|
|
2018
Q4 | $2.26M | Buy |
23,170
+625
| +3% | +$61K | 2.42% | 9 |
|
|
2018
Q3 | $2.54M | Buy |
22,545
+555
| +3% | +$62.6K | 2.15% | 10 |
|
|
2018
Q2 | $2.29M | Sell |
21,990
-526
| -2% | -$54.8K | 2.07% | 11 |
|
|
2018
Q1 | $2.48M | Sell |
22,516
-305
| -1% | -$33.5K | 2.23% | 6 |
|
|
2017
Q4 | $2.44M | Sell |
22,821
-149
| -0.6% | -$15.9K | 2.19% | 11 |
|
|
2017
Q3 | $2.19M | Buy |
22,970
+315
| +1% | +$30.1K | 2.09% | 13 |
|
|
2017
Q2 | $2.07M | Buy |
22,655
+695
| +3% | +$63.5K | 2% | 15 |
|
|
2017
Q1 | $1.93M | Sell |
21,960
-1,790
| -8% | -$157K | 1.81% | 19 |
|
|
2016
Q4 | $2.05M | Buy |
+23,750
| New | +$2.05M | 2.03% | 12 |
|
|
2015
Q3 | $1.89M | Sell |
30,980
-25
| -0.1% | -$1.52K | 2.1% | 14 |
|
|
2015
Q2 | $2.1M | Buy |
31,005
+395
| +1% | +$26.8K | 2.16% | 12 |
|
|
2015
Q1 | $1.85M | Sell |
30,610
-550
| -2% | -$33.3K | 1.81% | 23 |
|
|
2014
Q4 | $1.95M | Buy |
+31,160
| New | +$1.95M | 1.93% | 18 |
|