Long Road 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 | $995K | Hold |
3,432
| – | – | 0.37% | 50 |
|
|
2025
Q1 | $842K | Buy |
+3,432
| New | +$842K | 0.33% | 52 |
|
|
2022
Q2 | – | Sell |
-2,232
| Closed | -$304K | – | 72 |
|
|
2022
Q1 | $304K | Buy |
+2,232
| New | +$304K | 0.14% | 66 |
|
|
2020
Q1 | – | Sell |
-2,032
| Closed | -$283K | – | 67 |
|
|
2019
Q4 | $283K | Buy |
+2,032
| New | +$283K | 0.17% | 62 |
|
|
2018
Q4 | – | Sell |
-2,032
| Closed | -$229K | – | 66 |
|
|
2018
Q3 | $229K | Hold |
2,032
| – | – | 0.15% | 65 |
|
|
2018
Q2 | $212K | Sell |
2,032
-1,700
| -46% | -$177K | 0.15% | 68 |
|
|
2018
Q1 | $410K | Hold |
3,732
| – | – | 0.29% | 61 |
|
|
2017
Q4 | $399K | Hold |
3,732
| – | – | 0.28% | 62 |
|
|
2017
Q3 | $356K | Hold |
3,732
| – | – | 0.25% | 65 |
|
|
2017
Q2 | $341K | Sell |
3,732
-700
| -16% | -$64K | 0.25% | 64 |
|
|
2017
Q1 | $389K | Hold |
4,432
| – | – | 0.29% | 62 |
|
|
2016
Q4 | $382K | Sell |
4,432
-400
| -8% | -$34.5K | 0.29% | 60 |
|
|
2016
Q3 | $322K | Hold |
4,832
| – | – | 0.25% | 61 |
|
|
2016
Q2 | $300K | Hold |
4,832
| – | – | 0.24% | 62 |
|
|
2016
Q1 | $286K | Hold |
4,832
| – | – | 0.22% | 63 |
|
|
2015
Q4 | $319K | Hold |
4,832
| – | – | 0.26% | 60 |
|
|
2015
Q3 | $295K | Sell |
4,832
-780
| -14% | -$47.6K | 0.25% | 61 |
|
|
2015
Q2 | $380K | Hold |
5,612
| – | – | 0.31% | 55 |
|
|
2015
Q1 | $340K | Hold |
5,612
| – | – | 0.29% | 55 |
|
|
2014
Q4 | $351K | Buy |
+5,612
| New | +$351K | 0.32% | 52 |
|