Sand Hill Global Advisors’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 | $24.5M | Buy |
84,667
+557
| +0.7% | +$161K | 0.91% | 21 |
|
|
2025
Q1 | $20.6M | Sell |
84,110
-1,566
| -2% | -$384K | 0.85% | 20 |
|
|
2024
Q4 | $20.5M | Sell |
85,676
-2,371
| -3% | -$568K | 0.87% | 22 |
|
|
2024
Q3 | $18.6M | Sell |
88,047
-3,001
| -3% | -$633K | 0.78% | 21 |
|
|
2024
Q2 | $18.4M | Buy |
91,048
+3,105
| +4% | +$628K | 0.84% | 20 |
|
|
2024
Q1 | $17.6M | Sell |
87,943
-3,906
| -4% | -$782K | 0.84% | 20 |
|
|
2023
Q4 | $15.6M | Sell |
91,849
-324
| -0.4% | -$55.1K | 0.75% | 24 |
|
|
2023
Q3 | $13.4M | Sell |
92,173
-1,091
| -1% | -$158K | 0.74% | 23 |
|
|
2023
Q2 | $13.6M | Sell |
93,264
-86
| -0.1% | -$12.5K | 0.67% | 23 |
|
|
2023
Q1 | $12.2M | Sell |
93,350
-432
| -0.5% | -$56.3K | 0.65% | 24 |
|
|
2022
Q4 | $12.6M | Buy |
93,782
+1,558
| +2% | +$209K | 0.71% | 22 |
|
|
2022
Q3 | $9.64M | Sell |
92,224
-696
| -0.7% | -$72.7K | 0.61% | 23 |
|
|
2022
Q2 | $10.5M | Buy |
92,920
+2,690
| +3% | +$303K | 0.6% | 27 |
|
|
2022
Q1 | $12.3M | Buy |
90,230
+3,455
| +4% | +$471K | 0.68% | 19 |
|
|
2021
Q4 | $13.7M | Buy |
86,775
+882
| +1% | +$140K | 0.77% | 19 |
|
|
2021
Q3 | $14.1M | Sell |
85,893
-1,533
| -2% | -$251K | 0.85% | 19 |
|
|
2021
Q2 | $13.6M | Buy |
87,426
+3,134
| +4% | +$487K | 0.83% | 19 |
|
|
2021
Q1 | $12.8M | Buy |
84,292
+3,919
| +5% | +$597K | 0.83% | 20 |
|
|
2020
Q4 | $10.2M | Buy |
80,373
+1,454
| +2% | +$185K | 0.68% | 22 |
|
|
2020
Q3 | $7.6M | Buy |
78,919
+1,298
| +2% | +$125K | 0.58% | 26 |
|
|
2020
Q2 | $7.3M | Buy |
77,621
+854
| +1% | +$80.3K | 0.58% | 25 |
|
|
2020
Q1 | $6.91M | Sell |
76,767
-572
| -0.7% | -$51.5K | 0.66% | 21 |
|
|
2019
Q4 | $10.8M | Sell |
77,339
-2,142
| -3% | -$299K | 0.98% | 17 |
|
|
2019
Q3 | $9.35M | Buy |
79,481
+10,624
| +15% | +$1.25M | 0.88% | 17 |
|
|
2019
Q2 | $7.7M | Buy |
68,857
+503
| +0.7% | +$56.2K | 0.79% | 19 |
|
|
2019
Q1 | $6.92M | Sell |
68,354
-801
| -1% | -$81.1K | 0.71% | 19 |
|
|
2018
Q4 | $6.75M | Buy |
69,155
+1,045
| +2% | +$102K | 0.73% | 24 |
|
|
2018
Q3 | $7.69M | Sell |
68,110
-641
| -0.9% | -$72.3K | 0.73% | 23 |
|
|
2018
Q2 | $7.16M | Buy |
68,751
+63,846
| +1,302% | +$6.65M | 0.71% | 22 |
|
|
2018
Q1 | $539K | Sell |
4,905
-62,234
| -93% | -$6.84M | 0.52% | 41 |
|
|
2017
Q4 | $7.18M | Sell |
67,139
-2,915
| -4% | -$312K | 0.71% | 21 |
|
|
2017
Q3 | $6.69M | Buy |
70,054
+724
| +1% | +$69.2K | 0.71% | 22 |
|
|
2017
Q2 | $6.34M | Sell |
69,330
-249
| -0.4% | -$22.8K | 0.72% | 25 |
|
|
2017
Q1 | $6.11M | Buy |
69,579
+545
| +0.8% | +$47.9K | 0.79% | 18 |
|
|
2016
Q4 | $5.96M | Buy |
69,034
+597
| +0.9% | +$51.5K | 0.82% | 20 |
|
|
2016
Q3 | $4.56M | Buy |
68,437
+100
| +0.1% | +$6.66K | 0.69% | 30 |
|
|
2016
Q2 | $4.25M | Buy |
68,337
+224
| +0.3% | +$13.9K | 0.67% | 32 |
|
|
2016
Q1 | $4.03M | Buy |
68,113
+2,344
| +4% | +$139K | 0.61% | 38 |
|
|
2015
Q4 | $4.34M | Sell |
65,769
-304
| -0.5% | -$20.1K | 0.7% | 25 |
|
|
2015
Q3 | $4.03M | Buy |
66,073
+1,060
| +2% | +$64.6K | 0.64% | 30 |
|
|
2015
Q2 | $4.41M | Sell |
65,013
-1,147
| -2% | -$77.7K | 0.72% | 28 |
|
|
2015
Q1 | $4.01M | Buy |
66,160
+2,065
| +3% | +$125K | 0.65% | 35 |
|
|
2014
Q4 | $4.01M | Sell |
64,095
-2,598
| -4% | -$163K | 0.69% | 33 |
|
|
2014
Q3 | $4.02M | Buy |
66,693
+4,936
| +8% | +$297K | 0.67% | 36 |
|
|
2014
Q2 | $3.56M | Buy |
61,757
+2,470
| +4% | +$142K | 0.67% | 35 |
|
|
2014
Q1 | $3.6M | Buy |
59,287
+585
| +1% | +$35.5K | 0.73% | 32 |
|
|
2013
Q4 | $3.43M | Sell |
58,702
-16,311
| -22% | -$954K | 0.73% | 33 |
|
|
2013
Q3 | $3.88M | Buy |
75,013
+17,715
| +31% | +$916K | 0.67% | 40 |
|
|
2013
Q2 | $3.03M | Buy |
+57,298
| New | +$3.03M | 0.83% | 27 |
|