Rockland Trust’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 | $32.9M | Sell |
113,510
-24,661
| -18% | -$7.15M | 1.6% | 17 |
|
|
2025
Q1 | $33.9M | Sell |
138,171
-22,523
| -14% | -$5.52M | 1.7% | 19 |
|
|
2024
Q4 | $38.5M | Sell |
160,694
-28,832
| -15% | -$6.91M | 1.96% | 14 |
|
|
2024
Q3 | $40M | Sell |
189,526
-5,434
| -3% | -$1.15M | 1.97% | 12 |
|
|
2024
Q2 | $39.4M | Sell |
194,960
-2,320
| -1% | -$469K | 2.08% | 10 |
|
|
2024
Q1 | $39.5M | Sell |
197,280
-10,317
| -5% | -$2.07M | 2.08% | 10 |
|
|
2023
Q4 | $35.3M | Buy |
207,597
+2,070
| +1% | +$352K | 1.93% | 13 |
|
|
2023
Q3 | $29.8M | Buy |
205,527
+11,335
| +6% | +$1.64M | 1.79% | 16 |
|
|
2023
Q2 | $28.2M | Buy |
194,192
+5,381
| +3% | +$783K | 1.69% | 15 |
|
|
2023
Q1 | $24.6M | Buy |
188,811
+9,137
| +5% | +$1.19M | 1.55% | 15 |
|
|
2022
Q4 | $24.1M | Sell |
179,674
-1,733
| -1% | -$232K | 1.53% | 15 |
|
|
2022
Q3 | $19M | Buy |
181,407
+10,280
| +6% | +$1.07M | 1.35% | 19 |
|
|
2022
Q2 | $19.3M | Buy |
171,127
+13,472
| +9% | +$1.52M | 1.33% | 19 |
|
|
2022
Q1 | $21.5M | Buy |
157,655
+11,351
| +8% | +$1.55M | 1.37% | 19 |
|
|
2021
Q4 | $23.2M | Buy |
146,304
+367
| +0.3% | +$58.1K | 1.48% | 18 |
|
|
2021
Q3 | $23.9M | Sell |
145,937
-2,460
| -2% | -$403K | 1.67% | 15 |
|
|
2021
Q2 | $23.1M | Sell |
148,397
-670
| -0.4% | -$104K | 1.6% | 14 |
|
|
2021
Q1 | $22.7M | Sell |
149,067
-455
| -0.3% | -$69.3K | 1.63% | 14 |
|
|
2020
Q4 | $19M | Buy |
149,522
+16,724
| +13% | +$2.13M | 1.48% | 21 |
|
|
2020
Q3 | $12.8M | Buy |
132,798
+18,318
| +16% | +$1.76M | 1.1% | 33 |
|
|
2020
Q2 | $10.8M | Sell |
114,480
-27,621
| -19% | -$2.6M | 0.97% | 39 |
|
|
2020
Q1 | $12.8M | Buy |
142,101
+11,326
| +9% | +$1.02M | 1.3% | 24 |
|
|
2019
Q4 | $18.2M | Buy |
130,775
+4,268
| +3% | +$595K | 1.5% | 19 |
|
|
2019
Q3 | $14.2M | Buy |
126,507
+105,415
| +500% | +$11.8M | 1.29% | 28 |
|
|
2019
Q2 | $2.36M | Buy |
21,092
+2,999
| +17% | +$335K | 0.23% | 78 |
|
|
2019
Q1 | $1.83M | Buy |
18,093
+320
| +2% | +$32.4K | 0.19% | 84 |
|
|
2018
Q4 | $1.74M | Buy |
17,773
+2,137
| +14% | +$209K | 0.21% | 85 |
|
|
2018
Q3 | $1.76M | Buy |
15,636
+424
| +3% | +$47.8K | 0.22% | 78 |
|
|
2018
Q2 | $1.59M | Sell |
15,212
-427
| -3% | -$44.5K | 0.2% | 80 |
|
|
2018
Q1 | $1.72M | Buy |
15,639
+2,524
| +19% | +$278K | 0.23% | 80 |
|
|
2017
Q4 | $1.4M | Buy |
13,115
+3,848
| +42% | +$412K | 0.18% | 85 |
|
|
2017
Q3 | $885K | Sell |
9,267
-80
| -0.9% | -$7.64K | 0.13% | 95 |
|
|
2017
Q2 | $854K | Sell |
9,347
-160
| -2% | -$14.6K | 0.13% | 96 |
|
|
2017
Q1 | $835K | Sell |
9,507
-1,375
| -13% | -$121K | 0.13% | 90 |
|
|
2016
Q4 | $939K | Buy |
10,882
+400
| +4% | +$34.5K | 0.15% | 86 |
|
|
2016
Q3 | $698K | Sell |
10,482
-141
| -1% | -$9.39K | 0.12% | 92 |
|
|
2016
Q2 | $660K | Buy |
10,623
+805
| +8% | +$50K | 0.11% | 93 |
|
|
2016
Q1 | $581K | Sell |
9,818
-373
| -4% | -$22.1K | 0.1% | 98 |
|
|
2015
Q4 | $673K | Sell |
10,191
-637
| -6% | -$42.1K | 0.12% | 95 |
|
|
2015
Q3 | $660K | Buy |
10,828
+1,945
| +22% | +$119K | 0.13% | 85 |
|
|
2015
Q2 | $602K | Buy |
8,883
+63
| +0.7% | +$4.27K | 0.12% | 88 |
|
|
2015
Q1 | $534K | Sell |
8,820
-830
| -9% | -$50.3K | 0.11% | 87 |
|
|
2014
Q4 | $604K | Buy |
9,650
+1,818
| +23% | +$114K | 0.12% | 88 |
|
|
2014
Q3 | $472K | Buy |
7,832
+522
| +7% | +$31.5K | 0.1% | 87 |
|
|
2014
Q2 | $421K | Sell |
7,310
-597
| -8% | -$34.4K | 0.1% | 86 |
|
|
2014
Q1 | $480K | Buy |
7,907
+149
| +2% | +$9.05K | 0.11% | 81 |
|
|
2013
Q4 | $454K | Buy |
7,758
+162
| +2% | +$9.48K | 0.11% | 85 |
|
|
2013
Q3 | $393K | Buy |
7,596
+333
| +5% | +$17.2K | 0.1% | 82 |
|
|
2013
Q2 | $383K | Buy |
+7,263
| New | +$383K | 0.11% | 84 |
|