Maple Capital Management’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 | $55.6M | Sell |
191,841
-2,394
| -1% | -$694K | 3.81% | 8 |
|
2025
Q1 | $47.6M | Sell |
194,235
-5,355
| -3% | -$1.31M | 3.68% | 8 |
|
2024
Q4 | $47.8M | Buy |
199,590
+444
| +0.2% | +$106K | 3.52% | 8 |
|
2024
Q3 | $42M | Buy |
199,146
+1,214
| +0.6% | +$256K | 3.2% | 9 |
|
2024
Q2 | $40M | Buy |
197,932
+3,704
| +2% | +$749K | 3.25% | 10 |
|
2024
Q1 | $38.9M | Buy |
194,228
+2,281
| +1% | +$457K | 3.54% | 8 |
|
2023
Q4 | $32.7M | Buy |
191,947
+2,493
| +1% | +$424K | 3.27% | 10 |
|
2023
Q3 | $27.5M | Buy |
189,454
+674
| +0.4% | +$97.7K | 3.13% | 11 |
|
2023
Q2 | $27.5M | Buy |
188,780
+2,467
| +1% | +$359K | 2.99% | 11 |
|
2023
Q1 | $24.3M | Buy |
186,313
+2,263
| +1% | +$295K | 2.97% | 12 |
|
2022
Q4 | $24.7M | Sell |
184,050
-901
| -0.5% | -$121K | 3.27% | 11 |
|
2022
Q3 | $24.8M | Buy |
184,951
+4,673
| +3% | +$626K | 3.12% | 11 |
|
2022
Q2 | $20.3M | Buy |
180,278
+7,381
| +4% | +$831K | 2.67% | 13 |
|
2022
Q1 | $23.6M | Buy |
172,897
+3,696
| +2% | +$504K | 2.77% | 10 |
|
2021
Q4 | $26.8M | Buy |
169,201
+7,743
| +5% | +$1.23M | 2.92% | 8 |
|
2021
Q3 | $26.4M | Buy |
161,458
+1,837
| +1% | +$301K | 3.35% | 7 |
|
2021
Q2 | $25.5M | Buy |
159,621
+9,925
| +7% | +$1.59M | 3.08% | 7 |
|
2021
Q1 | $22.8M | Buy |
149,696
+6,045
| +4% | +$920K | 3.37% | 6 |
|
2020
Q4 | $18.3M | Buy |
143,651
+2,186
| +2% | +$278K | 2.81% | 9 |
|
2020
Q3 | $16.1M | Buy |
141,465
+48,794
| +53% | +$5.57M | 2.61% | 12 |
|
2020
Q2 | $8.72M | Buy |
92,671
+57,678
| +165% | +$5.43M | 1.71% | 26 |
|
2020
Q1 | $3.15M | Buy |
34,993
+15,033
| +75% | +$1.35M | 0.79% | 34 |
|
2019
Q4 | $2.78M | Buy |
19,960
+1,101
| +6% | +$153K | 0.54% | 41 |
|
2019
Q3 | $2.22M | Buy |
18,859
+910
| +5% | +$107K | 0.48% | 41 |
|
2019
Q2 | $2.01M | Buy |
17,949
+3,713
| +26% | +$415K | 0.45% | 39 |
|
2019
Q1 | $1.44M | Buy |
14,236
+974
| +7% | +$98.6K | 0.34% | 46 |
|
2018
Q4 | $1.3M | Buy |
13,262
+2,765
| +26% | +$270K | 0.33% | 49 |
|
2018
Q3 | $1.18M | Sell |
10,497
-1,894
| -15% | -$214K | 0.27% | 52 |
|
2018
Q2 | $1.29M | Sell |
12,391
-199
| -2% | -$20.7K | 0.32% | 50 |
|
2018
Q1 | $1.39M | Buy |
12,590
+16
| +0.1% | +$1.76K | 0.35% | 55 |
|
2017
Q4 | $1.35M | Buy |
12,574
+182
| +1% | +$19.5K | 0.35% | 55 |
|
2017
Q3 | $1.18M | Hold |
12,392
| – | – | 0.32% | 56 |
|
2017
Q2 | $1.13M | Sell |
12,392
-300
| -2% | -$27.4K | 0.33% | 54 |
|
2017
Q1 | $1.12M | Sell |
12,692
-732
| -5% | -$64.3K | 0.33% | 57 |
|
2016
Q4 | $1.16M | Sell |
13,424
-190
| -1% | -$16.4K | 0.36% | 55 |
|
2016
Q3 | $907K | Buy |
13,614
+2,425
| +22% | +$162K | 0.29% | 61 |
|
2016
Q2 | $695K | Buy |
11,189
+155
| +1% | +$9.63K | 0.25% | 62 |
|
2016
Q1 | $653K | Sell |
11,034
-100
| -0.9% | -$5.92K | 0.24% | 63 |
|
2015
Q4 | $735K | Buy |
11,134
+367
| +3% | +$24.2K | 0.26% | 69 |
|
2015
Q3 | $656K | Sell |
10,767
-171
| -2% | -$10.4K | 0.24% | 69 |
|
2015
Q2 | $741K | Sell |
10,938
-400
| -4% | -$27.1K | 0.25% | 67 |
|
2015
Q1 | $687K | Sell |
11,338
-248
| -2% | -$15K | 0.24% | 73 |
|
2014
Q4 | $725K | Buy |
11,586
+179
| +2% | +$11.2K | 0.26% | 71 |
|
2014
Q3 | $687K | Sell |
11,407
-100
| -0.9% | -$6.02K | 0.26% | 71 |
|
2014
Q2 | $663K | Sell |
11,507
-105
| -0.9% | -$6.05K | 0.24% | 75 |
|
2014
Q1 | $705K | Sell |
11,612
-121
| -1% | -$7.35K | 0.27% | 74 |
|
2013
Q4 | $686K | Sell |
11,733
-75
| -0.6% | -$4.39K | 0.27% | 71 |
|
2013
Q3 | $610K | Sell |
11,808
-412
| -3% | -$21.3K | 0.27% | 69 |
|
2013
Q2 | $645K | Buy |
+12,220
| New | +$645K | 0.29% | 71 |
|