PAM
Palisade Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
79,278
-1,605
| -2% | -$465K | 2.29% | 10 |
|
|
2025
Q1 | $19.8M | Sell |
80,883
-40
| -0% | -$9.81K | 2.04% | 12 |
|
|
2024
Q4 | $19.4M | Sell |
80,923
-308
| -0.4% | -$73.8K | 1.97% | 12 |
|
|
2024
Q3 | $17.1M | Sell |
81,231
-1,278
| -2% | -$269K | 1.68% | 16 |
|
|
2024
Q2 | $16.7M | Sell |
82,509
-778
| -0.9% | -$157K | 1.73% | 15 |
|
|
2024
Q1 | $16.7M | Sell |
83,287
-757
| -0.9% | -$152K | 1.62% | 19 |
|
|
2023
Q4 | $14.3M | Buy |
84,044
+243
| +0.3% | +$41.3K | 1.57% | 19 |
|
|
2023
Q3 | $12.2M | Buy |
83,801
+38
| +0% | +$5.51K | 1.48% | 20 |
|
|
2023
Q2 | $12.2M | Buy |
83,763
+277
| +0.3% | +$40.3K | 1.41% | 20 |
|
|
2023
Q1 | $10.9M | Sell |
83,486
-93
| -0.1% | -$12.1K | 1.33% | 22 |
|
|
2022
Q4 | $11.2M | Sell |
83,579
-328
| -0.4% | -$44K | 1.28% | 22 |
|
|
2022
Q3 | $8.77M | Buy |
83,907
+5,062
| +6% | +$529K | 1.2% | 27 |
|
|
2022
Q2 | $8.88M | Buy |
78,845
+3,185
| +4% | +$359K | 1.14% | 30 |
|
|
2022
Q1 | $10.3M | Buy |
75,660
+3,753
| +5% | +$512K | 1.18% | 30 |
|
|
2021
Q4 | $11.4M | Buy |
71,907
+1,413
| +2% | +$224K | 1.27% | 23 |
|
|
2021
Q3 | $11.5M | Buy |
70,494
+501
| +0.7% | +$82K | 1.41% | 23 |
|
|
2021
Q2 | $10.9M | Buy |
69,993
+293
| +0.4% | +$45.6K | 1.28% | 23 |
|
|
2021
Q1 | $10.6M | Buy |
69,700
+1,340
| +2% | +$204K | 1.37% | 23 |
|
|
2020
Q4 | $8.69M | Buy |
68,360
+21,822
| +47% | +$2.77M | 1.18% | 27 |
|
|
2020
Q3 | $4.48M | Buy |
46,538
+31,815
| +216% | +$3.06M | 0.67% | 52 |
|
|
2020
Q2 | $1.39M | Buy |
14,723
+4,266
| +41% | +$401K | 0.22% | 82 |
|
|
2020
Q1 | $941K | Buy |
10,457
+9
| +0.1% | +$810 | 0.17% | 91 |
|
|
2019
Q4 | $1.46M | Buy |
10,448
+323
| +3% | +$45K | 0.21% | 83 |
|
|
2019
Q3 | $1.19M | Buy |
10,125
+232
| +2% | +$27.3K | 0.18% | 88 |
|
|
2019
Q2 | $1.11M | Hold |
9,893
| – | – | 0.17% | 97 |
|
|
2019
Q1 | $1M | Sell |
9,893
-48
| -0.5% | -$4.86K | 0.16% | 101 |
|
|
2018
Q4 | $970K | Hold |
9,941
| – | – | 0.14% | 93 |
|
|
2018
Q3 | $1.12M | Buy |
9,941
+473
| +5% | +$53.4K | 0.15% | 92 |
|
|
2018
Q2 | $987K | Hold |
9,468
| – | – | 0.14% | 98 |
|
|
2018
Q1 | $1.04M | Hold |
9,468
| – | – | 0.16% | 97 |
|
|
2017
Q4 | $1.01M | Hold |
9,468
| – | – | 0.16% | 95 |
|
|
2017
Q3 | $904K | Buy |
9,468
+1,300
| +16% | +$124K | 0.16% | 88 |
|
|
2017
Q2 | $747K | Buy |
8,168
+100
| +1% | +$9.15K | 0.15% | 84 |
|
|
2017
Q1 | $709K | Hold |
8,068
| – | – | 0.13% | 85 |
|
|
2016
Q4 | $696K | Sell |
8,068
-1,400
| -15% | -$121K | 0.13% | 85 |
|
|
2016
Q3 | $630K | Sell |
9,468
-100
| -1% | -$6.65K | 0.12% | 93 |
|
|
2016
Q2 | $595K | Buy |
9,568
+200
| +2% | +$12.4K | 0.11% | 94 |
|
|
2016
Q1 | $555K | Buy |
9,368
+1,300
| +16% | +$77K | 0.11% | 97 |
|
|
2015
Q4 | $533K | Sell |
8,068
-1,302
| -14% | -$86K | 0.11% | 96 |
|
|
2015
Q3 | $571K | Sell |
9,370
-1,266
| -12% | -$77.1K | 0.13% | 96 |
|
|
2015
Q2 | $721K | Hold |
10,636
| – | – | 0.14% | 93 |
|
|
2015
Q1 | $644K | Buy |
10,636
+1,300
| +14% | +$78.7K | 0.13% | 95 |
|
|
2014
Q4 | $584K | Sell |
9,336
-27
| -0.3% | -$1.69K | 0.11% | 93 |
|
|
2014
Q3 | $564K | Sell |
9,363
-5
| -0.1% | -$301 | 0.12% | 92 |
|
|
2014
Q2 | $540K | Buy |
9,368
+100
| +1% | +$5.76K | 0.11% | 93 |
|
|
2014
Q1 | $563K | Buy |
9,268
+325
| +4% | +$19.7K | 0.12% | 92 |
|
|
2013
Q4 | $523K | Buy |
8,943
+221
| +3% | +$12.9K | 0.12% | 94 |
|
|
2013
Q3 | $451K | Sell |
8,722
-2,111
| -19% | -$109K | 0.11% | 90 |
|
|
2013
Q2 | $572K | Buy |
+10,833
| New | +$572K | 0.14% | 85 |
|