Sand Hill Global Advisors’s JPMorgan Chase JPM Stock Holding History

Sand Hill Global Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Sell	65,673 -11,763	-15%	-$3.57M	0.65%	25
2025 Q4	$25M	Sell	77,436 -2,011	-3%	-$623K	0.87%	20
2025 Q3	$25.1M	Sell	79,447 -5,220	-6%	-$1.55M	0.88%	20
2025 Q2	$24.5M	Buy	84,667 +557	+0.7%	+$142K	0.91%	21
2025 Q1	$20.6M	Sell	84,110 -1,566	-2%	-$399K	0.85%	20
2024 Q4	$20.5M	Sell	85,676 -2,371	-3%	-$552K	0.87%	22
2024 Q3	$18.6M	Sell	88,047 -3,001	-3%	-$632K	0.78%	21
2024 Q2	$18.4M	Buy	91,048 +3,105	+4%	+$607K	0.84%	20
2024 Q1	$17.6M	Sell	87,943 -3,906	-4%	-$705K	0.84%	20
2023 Q4	$15.6M	Sell	91,849 -324	-0.4%	-$49.1K	0.75%	24
2023 Q3	$13.4M	Sell	92,173 -1,091	-1%	-$164K	0.74%	23
2023 Q2	$13.6M	Sell	93,264 -86	-0.1%	-$11.8K	0.67%	23
2023 Q1	$12.2M	Sell	93,350 -432	-0.5%	-$59.2K	0.65%	24
2022 Q4	$12.6M	Buy	93,782 +1,558	+2%	+$197K	0.71%	22
2022 Q3	$9.64M	Sell	92,224 -696	-0.7%	-$79.9K	0.61%	23
2022 Q2	$10.5M	Buy	92,920 +2,690	+3%	+$333K	0.6%	27
2022 Q1	$12.3M	Buy	90,230 +3,455	+4%	+$510K	0.68%	19
2021 Q4	$13.7M	Buy	86,775 +882	+1%	+$145K	0.77%	19
2021 Q3	$14.1M	Sell	85,893 -1,533	-2%	-$240K	0.85%	19
2021 Q2	$13.6M	Buy	87,426 +3,134	+4%	+$492K	0.83%	19
2021 Q1	$12.8M	Buy	84,292 +3,919	+5%	+$564K	0.83%	20
2020 Q4	$10.2M	Buy	80,373 +1,454	+2%	+$163K	0.68%	22
2020 Q3	$7.6M	Buy	78,919 +1,298	+2%	+$127K	0.58%	26
2020 Q2	$7.3M	Buy	77,621 +854	+1%	+$81K	0.58%	25
2020 Q1	$6.91M	Sell	76,767 -572	-0.7%	-$69.5K	0.66%	21
2019 Q4	$10.8M	Sell	77,339 -2,142	-3%	-$275K	0.98%	17
2019 Q3	$9.35M	Buy	79,481 +10,624	+15%	+$1.2M	0.88%	17
2019 Q2	$7.7M	Buy	68,857 +503	+0.7%	+$55.5K	0.79%	19
2019 Q1	$6.92M	Sell	68,354 -801	-1%	-$82.5K	0.71%	19
2018 Q4	$6.75M	Buy	69,155 +1,045	+2%	+$111K	0.73%	24
2018 Q3	$7.69M	Sell	68,110 -641	-0.9%	-$72.8K	0.73%	23
2018 Q2	$7.16M	Buy	68,751 +63,846	+1,302%	+$7M	0.71%	22
2018 Q1	$539K	Sell	4,905 -62,234	-93%	-$7.05M	0.52%	41
2017 Q4	$7.18M	Sell	67,139 -2,915	-4%	-$295K	0.71%	21
2017 Q3	$6.69M	Buy	70,054 +724	+1%	+$66.8K	0.71%	22
2017 Q2	$6.34M	Sell	69,330 -249	-0.4%	-$21.5K	0.72%	25
2017 Q1	$6.11M	Buy	69,579 +545	+0.8%	+$48.1K	0.79%	18
2016 Q4	$5.96M	Buy	69,034 +597	+0.9%	+$45.5K	0.82%	20
2016 Q3	$4.56M	Buy	68,437 +100	+0.1%	+$6.52K	0.69%	30
2016 Q2	$4.25M	Buy	68,337 +224	+0.3%	+$14K	0.67%	32
2016 Q1	$4.03M	Buy	68,113 +2,344	+4%	+$137K	0.61%	38
2015 Q4	$4.34M	Sell	65,769 -304	-0.5%	-$19.8K	0.7%	25
2015 Q3	$4.03M	Buy	66,073 +1,060	+2%	+$69.4K	0.64%	30
2015 Q2	$4.41M	Sell	65,013 -1,147	-2%	-$74.9K	0.72%	28
2015 Q1	$4.01M	Buy	66,160 +2,065	+3%	+$122K	0.65%	35
2014 Q4	$4.01M	Sell	64,095 -2,598	-4%	-$156K	0.69%	33
2014 Q3	$4.02M	Buy	66,693 +4,936	+8%	+$289K	0.67%	36
2014 Q2	$3.56M	Buy	61,757 +2,470	+4%	+$139K	0.67%	35
2014 Q1	$3.6M	Buy	59,287 +585	+1%	+$33.8K	0.73%	32
2013 Q4	$3.43M	Sell	58,702 -16,311	-22%	-$894K	0.73%	33
2013 Q3	$3.88M	Buy	75,013 +17,715	+31%	+$950K	0.67%	40
2013 Q2	$3.02M	Buy	+57,298	New	+$2.91M	0.83%	27