LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Sell |
75,592
-1,397
| -2% | -$405K | 0.19% | 58 |
|
|
2025
Q1 | $18.5M | Sell |
76,989
-1,670
| -2% | -$402K | 0.18% | 59 |
|
|
2024
Q4 | $20.9M | Sell |
78,659
-1,708
| -2% | -$454K | 0.18% | 60 |
|
|
2024
Q3 | $18.1M | Buy |
80,367
+29,014
| +56% | +$6.53M | 0.16% | 63 |
|
|
2024
Q2 | $11M | Buy |
51,353
+2,641
| +5% | +$564K | 0.1% | 67 |
|
|
2024
Q1 | $9.23M | Sell |
48,712
-300
| -0.6% | -$56.8K | 0.09% | 70 |
|
|
2023
Q4 | $8.55M | Sell |
49,012
-1,239
| -2% | -$216K | 0.08% | 71 |
|
|
2023
Q3 | $7.11M | Sell |
50,251
-398
| -0.8% | -$56.3K | 0.08% | 74 |
|
|
2023
Q2 | $7.37M | Sell |
50,649
-3,526
| -7% | -$513K | 0.08% | 74 |
|
|
2023
Q1 | $7.06M | Sell |
54,175
-2,563
| -5% | -$334K | 0.08% | 75 |
|
|
2022
Q4 | $7.61M | Sell |
56,738
-829
| -1% | -$111K | 0.09% | 75 |
|
|
2022
Q3 | $6.02M | Sell |
57,567
-8
| -0% | -$836 | 0.08% | 76 |
|
|
2022
Q2 | $6.48M | Buy |
57,575
+1,488
| +3% | +$168K | 0.08% | 77 |
|
|
2022
Q1 | $7.65M | Buy |
56,087
+4,820
| +9% | +$657K | 0.08% | 75 |
|
|
2021
Q4 | $8.12M | Buy |
51,267
+3,131
| +7% | +$496K | 0.07% | 75 |
|
|
2021
Q3 | $7.88M | Sell |
48,136
-1,702
| -3% | -$279K | 0.08% | 75 |
|
|
2021
Q2 | $7.75M | Buy |
49,838
+3,354
| +7% | +$522K | 0.08% | 75 |
|
|
2021
Q1 | $7.08M | Sell |
46,484
-69
| -0.1% | -$10.5K | 0.08% | 74 |
|
|
2020
Q4 | $5.92M | Buy |
46,553
+1,564
| +3% | +$199K | 0.07% | 77 |
|
|
2020
Q3 | $4.33M | Sell |
44,989
-4,331
| -9% | -$417K | 0.05% | 86 |
|
|
2020
Q2 | $4.64M | Sell |
49,320
-1,807
| -4% | -$170K | 0.06% | 83 |
|
|
2020
Q1 | $4.6M | Sell |
51,127
-2,573
| -5% | -$232K | 0.08% | 78 |
|
|
2019
Q4 | $7.49M | Buy |
53,700
+325
| +0.6% | +$45.3K | 0.1% | 76 |
|
|
2019
Q3 | $6.28M | Buy |
53,375
+15
| +0% | +$1.77K | 0.09% | 78 |
|
|
2019
Q2 | $5.97M | Sell |
53,360
-239
| -0.4% | -$26.7K | 0.09% | 84 |
|
|
2019
Q1 | $5.43M | Sell |
53,599
-123
| -0.2% | -$12.5K | 0.08% | 88 |
|
|
2018
Q4 | $5.24M | Sell |
53,722
-5,004
| -9% | -$488K | 0.09% | 87 |
|
|
2018
Q3 | $6.63M | Sell |
58,726
-1,015
| -2% | -$115K | 0.11% | 84 |
|
|
2018
Q2 | $6.23M | Sell |
59,741
-700
| -1% | -$72.9K | 0.11% | 86 |
|
|
2018
Q1 | $6.65M | Buy |
60,441
+3,600
| +6% | +$396K | 0.12% | 88 |
|
|
2017
Q4 | $6.08M | Sell |
56,841
-2,455
| -4% | -$263K | 0.11% | 87 |
|
|
2017
Q3 | $5.66M | Buy |
59,296
+1,318
| +2% | +$126K | 0.11% | 90 |
|
|
2017
Q2 | $5.32M | Sell |
57,978
-31
| -0.1% | -$2.85K | 0.11% | 88 |
|
|
2017
Q1 | $5.1M | Sell |
58,009
-5,056
| -8% | -$444K | 0.11% | 93 |
|
|
2016
Q4 | $5.44M | Hold |
63,065
| – | – | 0.12% | 91 |
|
|
2016
Q3 | $4.2M | Buy |
63,065
+357
| +0.6% | +$23.8K | 0.1% | 94 |
|
|
2016
Q2 | $3.9M | Sell |
62,708
-71
| -0.1% | -$4.41K | 0.09% | 99 |
|
|
2016
Q1 | $3.72M | Sell |
62,779
-6,239
| -9% | -$369K | 0.09% | 97 |
|
|
2015
Q4 | $4.56M | Buy |
69,018
+1,895
| +3% | +$125K | 0.11% | 95 |
|
|
2015
Q3 | $4.55M | Hold |
67,123
| – | – | 0.12% | 91 |
|
|
2015
Q2 | $4.55M | Hold |
67,123
| – | – | 0.12% | 91 |
|
|
2015
Q1 | $4.07M | Sell |
67,123
-2,050
| -3% | -$124K | 0.1% | 94 |
|
|
2014
Q4 | $4.33M | Buy |
69,173
+7,250
| +12% | +$454K | 0.11% | 91 |
|
|
2014
Q3 | $3.73M | Sell |
61,923
-2,429
| -4% | -$146K | 0.1% | 96 |
|
|
2014
Q2 | $3.71M | Buy |
64,352
+1,095
| +2% | +$63.1K | 0.1% | 93 |
|
|
2014
Q1 | $3.84M | Sell |
63,257
-1,694
| -3% | -$103K | 0.11% | 95 |
|
|
2013
Q4 | $3.8M | Buy |
64,951
+4,711
| +8% | +$275K | 0.1% | 98 |
|
|
2013
Q3 | $3.11M | Buy |
60,240
+1,358
| +2% | +$70.2K | 0.1% | 103 |
|
|
2013
Q2 | $3.11M | Buy |
+58,882
| New | +$3.11M | 0.1% | 107 |
|