Pettee Investors’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 | $13.2M | Hold |
45,596
| – | – | 7.91% | 1 |
|
|
2025
Q1 | $11.2M | Sell |
45,596
-15,941
| -26% | -$3.91M | 6.66% | 1 |
|
|
2024
Q4 | $14.8M | Sell |
61,537
-44
| -0.1% | -$10.5K | 7.49% | 1 |
|
|
2024
Q3 | $13M | Hold |
61,581
| – | – | 6.32% | 1 |
|
|
2024
Q2 | $12.5M | Sell |
61,581
-913
| -1% | -$185K | 6.01% | 1 |
|
|
2024
Q1 | $12.5M | Sell |
62,494
-7,548
| -11% | -$1.51M | 5.3% | 2 |
|
|
2023
Q4 | $11.9M | Sell |
70,042
-714
| -1% | -$121K | 5.26% | 2 |
|
|
2023
Q3 | $10.3M | Sell |
70,756
-228
| -0.3% | -$33.1K | 4.88% | 2 |
|
|
2023
Q2 | $10.3M | Buy |
70,984
+577
| +0.8% | +$83.9K | 4.67% | 2 |
|
|
2023
Q1 | $9.17M | Sell |
70,407
-172
| -0.2% | -$22.4K | 4.4% | 2 |
|
|
2022
Q4 | $9.47M | Hold |
70,579
| – | – | 4.64% | 2 |
|
|
2022
Q3 | $7.38M | Sell |
70,579
-3,425
| -5% | -$358K | 3.96% | 2 |
|
|
2022
Q2 | $8.33M | Buy |
74,004
+14
| +0% | +$1.58K | 4.15% | 2 |
|
|
2022
Q1 | $10.1M | Hold |
73,990
| – | – | 4.43% | 2 |
|
|
2021
Q4 | $11.7M | Sell |
73,990
-535
| -0.7% | -$84.7K | 4.91% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
74,525
+33
| +0% | +$5.4K | 5.68% | 2 |
|
|
2021
Q2 | $11.6M | Sell |
74,492
-960
| -1% | -$149K | 5.45% | 2 |
|
|
2021
Q1 | $11.5M | Sell |
75,452
-100
| -0.1% | -$15.2K | 5.55% | 2 |
|
|
2020
Q4 | $9.6M | Sell |
75,552
-17
| -0% | -$2.16K | 5.09% | 2 |
|
|
2020
Q3 | $7.28M | Sell |
75,569
-400
| -0.5% | -$38.5K | 4.21% | 2 |
|
|
2020
Q2 | $7.15M | Buy |
75,969
+225
| +0.3% | +$21.2K | 4.42% | 2 |
|
|
2020
Q1 | $6.82M | Sell |
75,744
-200
| -0.3% | -$18K | 4.91% | 2 |
|
|
2019
Q4 | $10.6M | Sell |
75,944
-25
| -0% | -$3.49K | 6.05% | 2 |
|
|
2019
Q3 | $8.94M | Sell |
75,969
-828
| -1% | -$97.5K | 5.61% | 2 |
|
|
2019
Q2 | $8.59M | Sell |
76,797
-7,656
| -9% | -$856K | 5.45% | 2 |
|
|
2019
Q1 | $8.55M | Buy |
84,453
+413
| +0.5% | +$41.8K | 5.39% | 2 |
|
|
2018
Q4 | $8.2M | Sell |
84,040
-13,760
| -14% | -$1.34M | 5.82% | 2 |
|
|
2018
Q3 | $11M | Sell |
97,800
-676
| -0.7% | -$76.3K | 6.52% | 2 |
|
|
2018
Q2 | $10.3M | Sell |
98,476
-400
| -0.4% | -$41.7K | 6.47% | 2 |
|
|
2018
Q1 | $10.9M | Sell |
98,876
-50
| -0.1% | -$5.5K | 6.74% | 2 |
|
|
2017
Q4 | $10.6M | Sell |
98,926
-75
| -0.1% | -$8.02K | 6.42% | 2 |
|
|
2017
Q3 | $9.46M | Buy |
99,001
+1,000
| +1% | +$95.5K | 6.11% | 2 |
|
|
2017
Q2 | $8.96M | Hold |
98,001
| – | – | 7.95% | 2 |
|
|
2017
Q1 | $8.61M | Hold |
98,001
| – | – | 7.78% | 2 |
|
|
2016
Q4 | $8.46M | Sell |
98,001
-750
| -0.8% | -$64.7K | 8.05% | 2 |
|
|
2016
Q3 | $6.58M | Buy |
98,751
+123
| +0.1% | +$8.19K | 6.36% | 2 |
|
|
2016
Q2 | $6.13M | Hold |
98,628
| – | – | 5.93% | 3 |
|
|
2016
Q1 | $5.84M | Sell |
98,628
-5,212
| -5% | -$309K | 6.03% | 3 |
|
|
2015
Q4 | $6.86M | Hold |
103,840
| – | – | 6.6% | 2 |
|
|
2015
Q3 | $6.33M | Sell |
103,840
-100
| -0.1% | -$6.1K | 6.62% | 3 |
|
|
2015
Q2 | $7.04M | Buy |
103,940
+400
| +0.4% | +$27.1K | 6.85% | 3 |
|
|
2015
Q1 | $6.27M | Hold |
103,540
| – | – | 6.08% | 3 |
|
|
2014
Q4 | $6.48M | Hold |
103,540
| – | – | 6.21% | 3 |
|
|
2014
Q3 | $6.24M | Sell |
103,540
-5,311
| -5% | -$320K | 6.13% | 3 |
|
|
2014
Q2 | $6.27M | Hold |
108,851
| – | – | 5.7% | 3 |
|
|
2014
Q1 | $6.61M | Sell |
108,851
-1
| -0% | -$61 | 6.21% | 3 |
|
|
2013
Q4 | $6.37M | Buy |
+108,852
| New | +$6.37M | 5.98% | 3 |
|