S&CO Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.04M | Hold |
23,935
| – | – | 0.44% | 52 |
|
|
2025
Q4 | $7.71M | Sell |
23,935
-60
| -0.3% | -$18.6K | 0.48% | 48 |
|
|
2025
Q3 | $7.57M | Sell |
23,995
-323
| -1% | -$96.1K | 0.46% | 52 |
|
|
2025
Q2 | $7.05M | Sell |
24,318
-112
| -0.5% | -$28.6K | 0.45% | 53 |
|
|
2025
Q1 | $5.99M | Sell |
24,430
-300
| -1% | -$76.5K | 0.4% | 58 |
|
|
2024
Q4 | $5.93M | Sell |
24,730
-10
| -0% | -$2.33K | 0.4% | 54 |
|
|
2024
Q3 | $5.22M | Sell |
24,740
-259
| -1% | -$54.6K | 0.34% | 65 |
|
|
2024
Q2 | $5.06M | Hold |
24,999
| – | – | 0.35% | 62 |
|
|
2024
Q1 | $5.01M | Hold |
24,999
| – | – | 0.35% | 63 |
|
|
2023
Q4 | $4.25M | Hold |
24,999
| – | – | 0.33% | 67 |
|
|
2023
Q3 | $3.63M | Buy |
24,999
+200
| +0.8% | +$30K | 0.3% | 66 |
|
|
2023
Q2 | $3.61M | Hold |
24,799
| – | – | 0.29% | 67 |
|
|
2023
Q1 | $3.23M | Hold |
24,799
| – | – | 0.27% | 67 |
|
|
2022
Q4 | $3.33M | Hold |
24,799
| – | – | 0.29% | 65 |
|
|
2022
Q3 | $2.59M | Hold |
24,799
| – | – | 0.23% | 74 |
|
|
2022
Q2 | $2.79M | Buy |
24,799
+144
| +0.6% | +$17.8K | 0.23% | 74 |
|
|
2022
Q1 | $3.36M | Hold |
24,655
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $3.9M | Buy |
24,655
+1,000
| +4% | +$164K | 0.28% | 70 |
|
|
2021
Q3 | $3.87M | Hold |
23,655
| – | – | 0.3% | 64 |
|
|
2021
Q2 | $3.68M | Hold |
23,655
| – | – | 0.29% | 69 |
|
|
2021
Q1 | $3.6M | Hold |
23,655
| – | – | 0.3% | 62 |
|
|
2020
Q4 | $3.01M | Hold |
23,655
| – | – | 0.27% | 71 |
|
|
2020
Q3 | $2.28M | Hold |
23,655
| – | – | 0.23% | 79 |
|
|
2020
Q2 | $2.23M | Hold |
23,655
| – | – | 0.24% | 72 |
|
|
2020
Q1 | $2.13M | Hold |
23,655
| – | – | 0.28% | 67 |
|
|
2019
Q4 | $3.3M | Sell |
23,655
-362
| -2% | -$46.4K | 0.34% | 57 |
|
|
2019
Q3 | $2.83M | Buy |
24,017
+105
| +0.4% | +$11.9K | 0.31% | 64 |
|
|
2019
Q2 | $2.67M | Sell |
23,912
-50
| -0.2% | -$5.51K | 0.29% | 66 |
|
|
2019
Q1 | $2.43M | Sell |
23,962
-185
| -0.8% | -$19.1K | 0.27% | 69 |
|
|
2018
Q4 | $2.36M | Sell |
24,147
-430
| -2% | -$45.8K | 0.3% | 64 |
|
|
2018
Q3 | $2.77M | Sell |
24,577
-2,680
| -10% | -$304K | 0.31% | 62 |
|
|
2018
Q2 | $2.84M | Buy |
27,257
+1,234
| +5% | +$135K | 0.34% | 62 |
|
|
2018
Q1 | $2.86M | Buy |
26,023
+1,212
| +5% | +$137K | 0.36% | 59 |
|
|
2017
Q4 | $2.65M | Sell |
24,811
-210
| -0.8% | -$21.3K | 0.33% | 62 |
|
|
2017
Q3 | $2.39M | Hold |
25,021
| – | – | 0.31% | 67 |
|
|
2017
Q2 | $2.29M | Hold |
25,021
| – | – | 0.3% | 68 |
|
|
2017
Q1 | $2.2M | Buy |
25,021
+2,503
| +11% | +$221K | 0.3% | 67 |
|
|
2016
Q4 | $1.94M | Sell |
22,518
-13,600
| -38% | -$1.04M | 0.28% | 70 |
|
|
2016
Q3 | $2.4M | Sell |
36,118
-794
| -2% | -$51.8K | 0.36% | 60 |
|
|
2016
Q2 | $2.29M | Buy |
36,912
+2,680
| +8% | +$167K | 0.35% | 62 |
|
|
2016
Q1 | $2.03M | Hold |
34,232
| – | – | 0.33% | 63 |
|
|
2015
Q4 | $2.26M | Sell |
34,232
-241
| -0.7% | -$15.7K | 0.38% | 57 |
|
|
2015
Q3 | $2.1M | Sell |
34,473
-200
| -0.6% | -$13.1K | 0.36% | 60 |
|
|
2015
Q2 | $2.35M | Buy |
34,673
+190
| +0.6% | +$12.4K | 0.34% | 57 |
|
|
2015
Q1 | $2.09M | Buy |
34,483
+300
| +0.9% | +$17.8K | 0.3% | 64 |
|
|
2014
Q4 | $2.14M | Sell |
34,183
-546
| -2% | -$32.9K | 0.31% | 62 |
|
|
2014
Q3 | $2.09M | Buy |
34,729
+490
| +1% | +$28.6K | 0.32% | 57 |
|
|
2014
Q2 | $1.97M | Hold |
34,239
| – | – | 0.27% | 63 |
|
|
2014
Q1 | $2.08M | Sell |
34,239
-200
| -0.6% | -$11.6K | 0.31% | 59 |
|
|
2013
Q4 | $2.01M | Sell |
34,439
-3,495
| -9% | -$191K | 0.34% | 56 |
|
|
2013
Q3 | $1.96M | Hold |
37,934
| – | – | 0.34% | 56 |
|
|
2013
Q2 | $2M | Buy |
+37,934
| New | +$1.93M | 0.3% | 54 |
|
Other funds holding JPM
VCM
VPM
