Lowe Brockenbrough & Co’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 | $41.6M | Sell |
143,416
-2,059
| -1% | -$597K | 2.34% | 8 |
|
|
2025
Q1 | $35.7M | Sell |
145,475
-63
| -0% | -$15.5K | 2.35% | 7 |
|
|
2024
Q4 | $34.9M | Sell |
145,538
-629
| -0.4% | -$151K | 2.24% | 6 |
|
|
2024
Q3 | $30.8M | Sell |
146,167
-8,495
| -5% | -$1.79M | 1.97% | 7 |
|
|
2024
Q2 | $31.3M | Sell |
154,662
-1,963
| -1% | -$397K | 2.08% | 6 |
|
|
2024
Q1 | $31.4M | Buy |
156,625
+11,803
| +8% | +$2.36M | 2.12% | 6 |
|
|
2023
Q4 | $24.6M | Sell |
144,822
-13,864
| -9% | -$2.36M | 1.91% | 7 |
|
|
2023
Q3 | $23M | Sell |
158,686
-7,007
| -4% | -$1.02M | 1.79% | 7 |
|
|
2023
Q2 | $24.1M | Buy |
165,693
+602
| +0.4% | +$87.6K | 1.82% | 8 |
|
|
2023
Q1 | $21.5M | Sell |
165,091
-818
| -0.5% | -$107K | 1.74% | 9 |
|
|
2022
Q4 | $22.2M | Buy |
165,909
+2,121
| +1% | +$284K | 1.94% | 7 |
|
|
2022
Q3 | $17.1M | Sell |
163,788
-1,508
| -0.9% | -$158K | 1.65% | 11 |
|
|
2022
Q2 | $18.6M | Sell |
165,296
-2,236
| -1% | -$252K | 1.63% | 9 |
|
|
2022
Q1 | $22.8M | Buy |
167,532
+603
| +0.4% | +$82.2K | 1.69% | 9 |
|
|
2021
Q4 | $26.4M | Buy |
166,929
+17,888
| +12% | +$2.83M | 1.93% | 8 |
|
|
2021
Q3 | $24.4M | Sell |
149,041
-25,009
| -14% | -$4.09M | 1.9% | 7 |
|
|
2021
Q2 | $27.1M | Buy |
174,050
+1,776
| +1% | +$276K | 2.44% | 5 |
|
|
2021
Q1 | $26.2M | Buy |
172,274
+285
| +0.2% | +$43.4K | 2.55% | 5 |
|
|
2020
Q4 | $21.9M | Sell |
171,989
-835
| -0.5% | -$106K | 2.37% | 5 |
|
|
2020
Q3 | $16.6M | Sell |
172,824
-541
| -0.3% | -$52.1K | 2.07% | 6 |
|
|
2020
Q2 | $16.3M | Buy |
173,365
+2,852
| +2% | +$268K | 2.19% | 4 |
|
|
2020
Q1 | $15.4M | Sell |
170,513
-2,845
| -2% | -$256K | 2.53% | 4 |
|
|
2019
Q4 | $24.2M | Sell |
173,358
-1,689
| -1% | -$235K | 3% | 2 |
|
|
2019
Q3 | $20.6M | Buy |
175,047
+519
| +0.3% | +$61.1K | 2.76% | 3 |
|
|
2019
Q2 | $19.5M | Sell |
174,528
-1,975
| -1% | -$221K | 2.66% | 4 |
|
|
2019
Q1 | $17.9M | Sell |
176,503
-756
| -0.4% | -$76.5K | 2.5% | 5 |
|
|
2018
Q4 | $17.3M | Buy |
177,259
+420
| +0.2% | +$41K | 2.83% | 2 |
|
|
2018
Q3 | $20M | Buy |
176,839
+752
| +0.4% | +$84.9K | 2.79% | 3 |
|
|
2018
Q2 | $18.3M | Sell |
176,087
-1,996
| -1% | -$208K | 2.7% | 3 |
|
|
2018
Q1 | $19.6M | Sell |
178,083
-1,364
| -0.8% | -$150K | 2.9% | 2 |
|
|
2017
Q4 | $19.2M | Sell |
179,447
-1,934
| -1% | -$207K | 2.75% | 3 |
|
|
2017
Q3 | $17.3M | Sell |
181,381
-1,827
| -1% | -$175K | 2.66% | 4 |
|
|
2017
Q2 | $16.7M | Buy |
183,208
+2,132
| +1% | +$195K | 2.63% | 4 |
|
|
2017
Q1 | $15.9M | Sell |
181,076
-1,267
| -0.7% | -$111K | 2.54% | 4 |
|
|
2016
Q4 | $15.7M | Sell |
182,343
-2,019
| -1% | -$174K | 2.63% | 2 |
|
|
2016
Q3 | $12.3M | Sell |
184,362
-1,552
| -0.8% | -$103K | 2.12% | 6 |
|
|
2016
Q2 | $11.6M | Buy |
185,914
+2,232
| +1% | +$139K | 2.01% | 6 |
|
|
2016
Q1 | $10.9M | Sell |
183,682
-2,114
| -1% | -$125K | 1.87% | 8 |
|
|
2015
Q4 | $12.3M | Sell |
185,796
-11,460
| -6% | -$757K | 2.09% | 5 |
|
|
2015
Q3 | $12M | Sell |
197,256
-8,701
| -4% | -$531K | 2.1% | 4 |
|
|
2015
Q2 | $14M | Sell |
205,957
-8,228
| -4% | -$558K | 2.25% | 3 |
|
|
2015
Q1 | $13M | Sell |
214,185
-1,575
| -0.7% | -$95.4K | 2.05% | 3 |
|
|
2014
Q4 | $13.5M | Sell |
215,760
-3,165
| -1% | -$198K | 2.15% | 4 |
|
|
2014
Q3 | $13.2M | Buy |
218,925
+726
| +0.3% | +$43.7K | 2.11% | 6 |
|
|
2014
Q2 | $12.6M | Sell |
218,199
-1,225
| -0.6% | -$70.6K | 2.01% | 6 |
|
|
2014
Q1 | $13.3M | Sell |
219,424
-2,865
| -1% | -$174K | 2.22% | 3 |
|
|
2013
Q4 | $13M | Sell |
222,289
-7,828
| -3% | -$458K | 2.15% | 4 |
|
|
2013
Q3 | $11.9M | Buy |
230,117
+352
| +0.2% | +$18.2K | 2.16% | 4 |
|
|
2013
Q2 | $12.1M | Buy |
+229,765
| New | +$12.1M | 2.25% | 4 |
|