Palisade 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 | $36.4M | Sell |
125,397
-3,019
| -2% | -$875K | 1.03% | 22 |
|
|
2025
Q1 | $31.5M | Sell |
128,416
-3,861
| -3% | -$947K | 0.9% | 26 |
|
|
2024
Q4 | $31.7M | Sell |
132,277
-4,682
| -3% | -$1.12M | 0.85% | 37 |
|
|
2024
Q3 | $28.9M | Sell |
136,959
-4,121
| -3% | -$869K | 0.77% | 41 |
|
|
2024
Q2 | $28.5M | Buy |
141,080
+1,926
| +1% | +$390K | 0.78% | 44 |
|
|
2024
Q1 | $27.9M | Sell |
139,154
-32,306
| -19% | -$6.47M | 0.74% | 45 |
|
|
2023
Q4 | $29.2M | Sell |
171,460
-838
| -0.5% | -$143K | 0.77% | 44 |
|
|
2023
Q3 | $25M | Sell |
172,298
-2,291
| -1% | -$332K | 0.7% | 48 |
|
|
2023
Q2 | $25.4M | Sell |
174,589
-8,984
| -5% | -$1.31M | 0.68% | 49 |
|
|
2023
Q1 | $23.9M | Buy |
183,573
+165
| +0.1% | +$21.5K | 0.65% | 48 |
|
|
2022
Q4 | $24.6M | Buy |
183,408
+702
| +0.4% | +$94.1K | 0.66% | 50 |
|
|
2022
Q3 | $19.1M | Buy |
182,706
+7,215
| +4% | +$754K | 0.54% | 61 |
|
|
2022
Q2 | $19.8M | Sell |
175,491
-3,101
| -2% | -$349K | 0.54% | 64 |
|
|
2022
Q1 | $24.3M | Sell |
178,592
-11,906
| -6% | -$1.62M | 0.56% | 63 |
|
|
2021
Q4 | $30.2M | Buy |
190,498
+3,650
| +2% | +$578K | 0.61% | 53 |
|
|
2021
Q3 | $30.6M | Sell |
186,848
-530
| -0.3% | -$86.8K | 0.67% | 46 |
|
|
2021
Q2 | $29.1M | Buy |
187,378
+3,036
| +2% | +$472K | 0.66% | 46 |
|
|
2021
Q1 | $28.1M | Buy |
184,342
+6,240
| +4% | +$950K | 0.66% | 49 |
|
|
2020
Q4 | $22.6M | Sell |
178,102
-7,769
| -4% | -$987K | 0.58% | 56 |
|
|
2020
Q3 | $17.9M | Sell |
185,871
-15,392
| -8% | -$1.48M | 0.53% | 62 |
|
|
2020
Q2 | $18.9M | Buy |
201,263
+1,190
| +0.6% | +$112K | 0.6% | 51 |
|
|
2020
Q1 | $18M | Sell |
200,073
-698
| -0.3% | -$62.8K | 0.64% | 39 |
|
|
2019
Q4 | $28M | Buy |
200,771
+5,469
| +3% | +$762K | 0.79% | 30 |
|
|
2019
Q3 | $23M | Buy |
195,302
+8,232
| +4% | +$969K | 0.7% | 44 |
|
|
2019
Q2 | $20.9M | Buy |
187,070
+365
| +0.2% | +$40.8K | 0.65% | 49 |
|
|
2019
Q1 | $18.9M | Sell |
186,705
-38,802
| -17% | -$3.93M | 0.61% | 48 |
|
|
2018
Q4 | $22M | Sell |
225,507
-11,688
| -5% | -$1.14M | 0.81% | 26 |
|
|
2018
Q3 | $26.8M | Sell |
237,195
-7,403
| -3% | -$835K | 0.74% | 34 |
|
|
2018
Q2 | $25.5M | Sell |
244,598
-6,882
| -3% | -$717K | 0.74% | 34 |
|
|
2018
Q1 | $27.7M | Buy |
251,480
+19,036
| +8% | +$2.09M | 0.94% | 19 |
|
|
2017
Q4 | $24.9M | Buy |
232,444
+540
| +0.2% | +$57.7K | 0.84% | 23 |
|
|
2017
Q3 | $22.1M | Buy |
231,904
+6,477
| +3% | +$619K | 0.79% | 31 |
|
|
2017
Q2 | $20.6M | Buy |
225,427
+68,901
| +44% | +$6.3M | 0.77% | 33 |
|
|
2017
Q1 | $13.7M | Sell |
156,526
-1,430
| -0.9% | -$126K | 0.53% | 57 |
|
|
2016
Q4 | $13.6M | Buy |
157,956
+2,308
| +1% | +$199K | 0.51% | 59 |
|
|
2016
Q3 | $10.4M | Buy |
155,648
+11,151
| +8% | +$743K | 0.37% | 80 |
|
|
2016
Q2 | $8.98M | Sell |
144,497
-43,726
| -23% | -$2.72M | 0.33% | 92 |
|
|
2016
Q1 | $11.1M | Sell |
188,223
-7,737
| -4% | -$458K | 0.36% | 81 |
|
|
2015
Q4 | $12.9M | Buy |
195,960
+492
| +0.3% | +$32.5K | 0.42% | 66 |
|
|
2015
Q3 | $11.9M | Sell |
195,468
-3,748
| -2% | -$229K | 0.35% | 82 |
|
|
2015
Q2 | $13.5M | Buy |
199,216
+8,635
| +5% | +$585K | 0.34% | 93 |
|
|
2015
Q1 | $11.5M | Buy |
190,581
+855
| +0.5% | +$51.8K | 0.29% | 123 |
|
|
2014
Q4 | $11.9M | Sell |
189,726
-160
| -0.1% | -$10K | 0.29% | 126 |
|
|
2014
Q3 | $11.4M | Buy |
189,886
+24,631
| +15% | +$1.48M | 0.29% | 127 |
|
|
2014
Q2 | $9.52M | Sell |
165,255
-8,973
| -5% | -$517K | 0.23% | 181 |
|
|
2014
Q1 | $10.6M | Buy |
174,228
+5,992
| +4% | +$364K | 0.26% | 155 |
|
|
2013
Q4 | $9.84M | Buy |
168,236
+27,852
| +20% | +$1.63M | 0.26% | 155 |
|
|
2013
Q3 | $7.26M | Sell |
140,384
-21,477
| -13% | -$1.11M | 0.2% | 194 |
|
|
2013
Q2 | $8.55M | Buy |
+161,861
| New | +$8.55M | 0.25% | 164 |
|