Middleton & 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 | $22.2M | Sell |
76,464
-5,328
| -7% | -$1.54M | 2.49% | 9 |
|
|
2025
Q1 | $20.1M | Sell |
81,792
-2,269
| -3% | -$557K | 2.34% | 10 |
|
|
2024
Q4 | $20.2M | Sell |
84,061
-1,402
| -2% | -$336K | 2.23% | 11 |
|
|
2024
Q3 | $18M | Sell |
85,463
-1,324
| -2% | -$279K | 1.99% | 12 |
|
|
2024
Q2 | $17.6M | Sell |
86,787
-3,147
| -3% | -$637K | 2.04% | 11 |
|
|
2024
Q1 | $18M | Sell |
89,934
-381
| -0.4% | -$76.3K | 2.08% | 13 |
|
|
2023
Q4 | $15.4M | Sell |
90,315
-1,634
| -2% | -$278K | 1.92% | 13 |
|
|
2023
Q3 | $13.3M | Sell |
91,949
-2,711
| -3% | -$393K | 1.84% | 14 |
|
|
2023
Q2 | $13.8M | Sell |
94,660
-6,101
| -6% | -$887K | 1.83% | 13 |
|
|
2023
Q1 | $13.1M | Sell |
100,761
-425
| -0.4% | -$55.4K | 1.89% | 16 |
|
|
2022
Q4 | $13.6M | Sell |
101,186
-3,387
| -3% | -$454K | 2.01% | 15 |
|
|
2022
Q3 | $10.9M | Sell |
104,573
-21,947
| -17% | -$2.29M | 1.66% | 17 |
|
|
2022
Q2 | $14.2M | Sell |
126,520
-1,260
| -1% | -$142K | 1.83% | 13 |
|
|
2022
Q1 | $17.4M | Sell |
127,780
-62
| -0% | -$8.45K | 1.86% | 14 |
|
|
2021
Q4 | $20.2M | Sell |
127,842
-61
| -0% | -$9.66K | 1.97% | 12 |
|
|
2021
Q3 | $20.9M | Buy |
127,903
+33
| +0% | +$5.4K | 2.24% | 9 |
|
|
2021
Q2 | $19.9M | Sell |
127,870
-7,556
| -6% | -$1.18M | 2.16% | 11 |
|
|
2021
Q1 | $20.6M | Sell |
135,426
-379
| -0.3% | -$57.7K | 2.32% | 7 |
|
|
2020
Q4 | $17.3M | Buy |
135,805
+6,756
| +5% | +$858K | 2.04% | 11 |
|
|
2020
Q3 | $12.4M | Buy |
129,049
+4,041
| +3% | +$389K | 1.65% | 17 |
|
|
2020
Q2 | $11.8M | Buy |
125,008
+103
| +0.1% | +$9.69K | 1.69% | 18 |
|
|
2020
Q1 | $11.2M | Sell |
124,905
-305
| -0.2% | -$27.5K | 1.97% | 13 |
|
|
2019
Q4 | $17.5M | Sell |
125,210
-3,180
| -2% | -$443K | 2.48% | 6 |
|
|
2019
Q3 | $15.1M | Sell |
128,390
-958
| -0.7% | -$113K | 2.33% | 6 |
|
|
2019
Q2 | $14.5M | Buy |
129,348
+1,652
| +1% | +$185K | 2.24% | 7 |
|
|
2019
Q1 | $12.9M | Sell |
127,696
-898
| -0.7% | -$90.9K | 2.07% | 10 |
|
|
2018
Q4 | $12.6M | Sell |
128,594
-200
| -0.2% | -$19.5K | 2.31% | 10 |
|
|
2018
Q3 | $14.5M | Buy |
128,794
+2,150
| +2% | +$243K | 2.27% | 7 |
|
|
2018
Q2 | $13.2M | Buy |
126,644
+6,393
| +5% | +$666K | 2.26% | 8 |
|
|
2018
Q1 | $13.2M | Sell |
120,251
-2,254
| -2% | -$248K | 2.37% | 6 |
|
|
2017
Q4 | $13.1M | Buy |
122,505
+6,523
| +6% | +$698K | 2.2% | 9 |
|
|
2017
Q3 | $11.1M | Buy |
115,982
+28,258
| +32% | +$2.7M | 2% | 10 |
|
|
2017
Q2 | $8.02M | Buy |
87,724
+8,370
| +11% | +$765K | 1.71% | 17 |
|
|
2017
Q1 | $6.97M | Buy |
79,354
+18,524
| +30% | +$1.63M | 1.53% | 20 |
|
|
2016
Q4 | $5.25M | Buy |
60,830
+22,150
| +57% | +$1.91M | 1.18% | 32 |
|
|
2016
Q3 | $2.58M | Buy |
38,680
+1,890
| +5% | +$126K | 0.58% | 54 |
|
|
2016
Q2 | $2.29M | Sell |
36,790
-100
| -0.3% | -$6.21K | 0.53% | 57 |
|
|
2016
Q1 | $2.18M | Buy |
36,890
+275
| +0.8% | +$16.3K | 0.51% | 58 |
|
|
2015
Q4 | $2.42M | Buy |
36,615
+2,525
| +7% | +$167K | 0.54% | 52 |
|
|
2015
Q3 | $2.08M | Buy |
34,090
+2,700
| +9% | +$165K | 0.49% | 55 |
|
|
2015
Q2 | $2.13M | Buy |
31,390
+300
| +1% | +$20.3K | 0.46% | 62 |
|
|
2015
Q1 | $1.88M | Buy |
31,090
+915
| +3% | +$55.4K | 0.41% | 67 |
|
|
2014
Q4 | $1.89M | Sell |
30,175
-250
| -0.8% | -$15.7K | 0.42% | 67 |
|
|
2014
Q3 | $1.83M | Sell |
30,425
-170
| -0.6% | -$10.2K | 0.43% | 64 |
|
|
2014
Q2 | $1.76M | Sell |
30,595
-950
| -3% | -$54.7K | 0.4% | 68 |
|
|
2014
Q1 | $1.92M | Buy |
31,545
+300
| +1% | +$18.2K | 0.45% | 63 |
|
|
2013
Q4 | $1.83M | Sell |
31,245
-7,879
| -20% | -$461K | 0.48% | 56 |
|
|
2013
Q3 | $2.02M | Buy |
39,124
+1,120
| +3% | +$57.9K | 0.53% | 61 |
|
|
2013
Q2 | $2.01M | Buy |
+38,004
| New | +$2.01M | 0.59% | 54 |
|