Perkins Coie Trust Company’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 | $6.64M | Sell |
22,897
-114
| -0.5% | -$33K | 1.13% | 21 |
|
|
2025
Q1 | $5.64M | Buy |
23,011
+486
| +2% | +$119K | 1.28% | 21 |
|
|
2024
Q4 | $5.4M | Sell |
22,525
-127
| -0.6% | -$30.4K | 1.19% | 24 |
|
|
2024
Q3 | $4.78M | Buy |
22,652
+222
| +1% | +$46.8K | 1.06% | 27 |
|
|
2024
Q2 | $4.54M | Buy |
22,430
+1,687
| +8% | +$341K | 1.05% | 29 |
|
|
2024
Q1 | $4.15M | Buy |
20,743
+2,974
| +17% | +$596K | 0.97% | 35 |
|
|
2023
Q4 | $3.02M | Buy |
17,769
+1,942
| +12% | +$330K | 0.76% | 46 |
|
|
2023
Q3 | $2.3M | Buy |
15,827
+5,717
| +57% | +$829K | 0.65% | 51 |
|
|
2023
Q2 | $1.47M | Buy |
10,110
+7,490
| +286% | +$1.09M | 0.42% | 56 |
|
|
2023
Q1 | $341K | Buy |
2,620
+780
| +42% | +$102K | 0.1% | 77 |
|
|
2022
Q4 | $247K | Sell |
1,840
-128
| -7% | -$17.2K | 0.08% | 77 |
|
|
2022
Q3 | $206K | Sell |
1,968
-91
| -4% | -$9.53K | 0.08% | 79 |
|
|
2022
Q2 | $232K | Sell |
2,059
-20
| -1% | -$2.25K | 0.08% | 79 |
|
|
2022
Q1 | $283K | Buy |
2,079
+115
| +6% | +$15.7K | 0.09% | 79 |
|
|
2021
Q4 | $311K | Sell |
1,964
-26
| -1% | -$4.12K | 0.09% | 78 |
|
|
2021
Q3 | $326K | Sell |
1,990
-78
| -4% | -$12.8K | 0.1% | 85 |
|
|
2021
Q2 | $322K | Buy |
2,068
+286
| +16% | +$44.5K | 0.1% | 88 |
|
|
2021
Q1 | $271K | Buy |
1,782
+60
| +3% | +$9.13K | 0.09% | 92 |
|
|
2020
Q4 | $219K | Sell |
1,722
-246
| -13% | -$31.3K | 0.07% | 96 |
|
|
2020
Q3 | $189K | Sell |
1,968
-1,934
| -50% | -$186K | 0.08% | 95 |
|
|
2020
Q2 | $367K | Sell |
3,902
-1,596
| -29% | -$150K | 0.15% | 81 |
|
|
2020
Q1 | $495K | Buy |
5,498
+901
| +20% | +$81.1K | 0.25% | 75 |
|
|
2019
Q4 | $641K | Hold |
4,597
| – | – | 0.26% | 71 |
|
|
2019
Q3 | $541K | Buy |
4,597
+1,667
| +57% | +$196K | 0.24% | 74 |
|
|
2019
Q2 | $328K | Buy |
2,930
+57
| +2% | +$6.38K | 0.15% | 81 |
|
|
2019
Q1 | $291K | Hold |
2,873
| – | – | 0.14% | 83 |
|
|
2018
Q4 | $280K | Hold |
2,873
| – | – | 0.15% | 83 |
|
|
2018
Q3 | $324K | Sell |
2,873
-40
| -1% | -$4.51K | 0.15% | 85 |
|
|
2018
Q2 | $304K | Sell |
2,913
-315
| -10% | -$32.9K | 0.15% | 86 |
|
|
2018
Q1 | $355K | Buy |
3,228
+526
| +19% | +$57.8K | 0.18% | 83 |
|
|
2017
Q4 | $289K | Sell |
2,702
-280
| -9% | -$29.9K | 0.14% | 90 |
|
|
2017
Q3 | $285K | Sell |
2,982
-50
| -2% | -$4.78K | 0.15% | 88 |
|
|
2017
Q2 | $277K | Buy |
3,032
+360
| +13% | +$32.9K | 0.15% | 88 |
|
|
2017
Q1 | $235K | Hold |
2,672
| – | – | 0.14% | 81 |
|
|
2016
Q4 | $231K | Buy |
2,672
+509
| +24% | +$44K | 0.14% | 81 |
|
|
2016
Q3 | $144K | Hold |
2,163
| – | – | 0.09% | 88 |
|
|
2016
Q2 | $134K | Buy |
2,163
+200
| +10% | +$12.4K | 0.09% | 88 |
|
|
2016
Q1 | $116K | Buy |
1,963
+63
| +3% | +$3.72K | 0.08% | 89 |
|
|
2015
Q4 | $125K | Hold |
1,900
| – | – | 0.09% | 80 |
|
|
2015
Q3 | $116K | Sell |
1,900
-365
| -16% | -$22.3K | 0.09% | 83 |
|
|
2015
Q2 | $153K | Sell |
2,265
-100
| -4% | -$6.76K | 0.12% | 78 |
|
|
2015
Q1 | $143K | Buy |
2,365
+500
| +27% | +$30.2K | 0.11% | 77 |
|
|
2014
Q4 | $117K | Hold |
1,865
| – | – | 0.09% | 74 |
|
|
2014
Q3 | $112K | Buy |
1,865
+1,630
| +694% | +$97.9K | 0.09% | 74 |
|
|
2014
Q2 | $14K | Hold |
235
| – | – | 0.01% | 174 |
|
|
2014
Q1 | $14K | Hold |
235
| – | – | 0.01% | 170 |
|
|
2013
Q4 | $14K | Buy |
+235
| New | +$14K | 0.01% | 158 |
|