Sandhill Capital Partners’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 | $10.3M | Buy |
35,530
+5,280
| +17% | +$1.53M | 0.74% | 26 |
|
|
2025
Q1 | $7.42M | Buy |
30,250
+34
| +0.1% | +$8.34K | 0.61% | 27 |
|
|
2024
Q4 | $7.24M | Sell |
30,216
-253
| -0.8% | -$60.6K | 0.57% | 29 |
|
|
2024
Q3 | $6.42M | Buy |
30,469
+669
| +2% | +$141K | 0.46% | 31 |
|
|
2024
Q2 | $6.03M | Sell |
29,800
-704
| -2% | -$142K | 0.46% | 32 |
|
|
2024
Q1 | $6.11M | Sell |
30,504
-468
| -2% | -$93.7K | 0.49% | 28 |
|
|
2023
Q4 | $5.27M | Sell |
30,972
-3,332
| -10% | -$567K | 0.44% | 29 |
|
|
2023
Q3 | $4.97M | Buy |
34,304
+66
| +0.2% | +$9.57K | 0.47% | 33 |
|
|
2023
Q2 | $4.98M | Sell |
34,238
-3,341
| -9% | -$486K | 0.45% | 33 |
|
|
2023
Q1 | $4.9M | Sell |
37,579
-264
| -0.7% | -$34.4K | 0.47% | 36 |
|
|
2022
Q4 | $5.07M | Sell |
37,843
-696
| -2% | -$93.3K | 0.54% | 36 |
|
|
2022
Q3 | $4.03M | Buy |
38,539
+715
| +2% | +$74.7K | 0.46% | 44 |
|
|
2022
Q2 | $4.26M | Buy |
37,824
+20,806
| +122% | +$2.34M | 0.46% | 47 |
|
|
2022
Q1 | $2.32M | Buy |
17,018
+2,957
| +21% | +$403K | 0.2% | 49 |
|
|
2021
Q4 | $2.23M | Sell |
14,061
-1,879
| -12% | -$298K | 0.17% | 48 |
|
|
2021
Q3 | $2.61M | Buy |
15,940
+186
| +1% | +$30.4K | 0.21% | 36 |
|
|
2021
Q2 | $2.45M | Buy |
15,754
+981
| +7% | +$153K | 0.19% | 37 |
|
|
2021
Q1 | $2.25M | Sell |
14,773
-167,960
| -92% | -$25.6M | 0.19% | 39 |
|
|
2020
Q4 | $23.2M | Sell |
182,733
-1,351
| -0.7% | -$172K | 2.12% | 24 |
|
|
2020
Q3 | $17.7M | Buy |
184,084
+163,603
| +799% | +$15.8M | 1.79% | 26 |
|
|
2020
Q2 | $1.93M | Buy |
20,481
+11,206
| +121% | +$1.05M | 0.23% | 39 |
|
|
2020
Q1 | $835K | Buy |
9,275
+288
| +3% | +$25.9K | 0.11% | 64 |
|
|
2019
Q4 | $1.25M | Buy |
8,987
+935
| +12% | +$130K | 0.14% | 48 |
|
|
2019
Q3 | $948K | Buy |
8,052
+299
| +4% | +$35.2K | 0.12% | 53 |
|
|
2019
Q2 | $867K | Buy |
7,753
+736
| +10% | +$82.3K | 0.11% | 50 |
|
|
2019
Q1 | $710K | Buy |
7,017
+728
| +12% | +$73.7K | 0.1% | 55 |
|
|
2018
Q4 | $614K | Sell |
6,289
-156
| -2% | -$15.2K | 0.1% | 55 |
|
|
2018
Q3 | $727K | Sell |
6,445
-14,224
| -69% | -$1.6M | 0.11% | 49 |
|
|
2018
Q2 | $2.15M | Sell |
20,669
-110
| -0.5% | -$11.5K | 0.34% | 36 |
|
|
2018
Q1 | $2.29M | Buy |
20,779
+79
| +0.4% | +$8.69K | 0.38% | 36 |
|
|
2017
Q4 | $2.21M | Buy |
20,700
+66
| +0.3% | +$7.06K | 0.39% | 32 |
|
|
2017
Q3 | $1.97M | Sell |
20,634
-31
| -0.2% | -$2.96K | 0.38% | 33 |
|
|
2017
Q2 | $1.89M | Buy |
20,665
+259
| +1% | +$23.7K | 0.4% | 31 |
|
|
2017
Q1 | $1.79M | Sell |
20,406
-2,816
| -12% | -$247K | 0.42% | 30 |
|
|
2016
Q4 | $2M | Buy |
23,222
+894
| +4% | +$77.2K | 0.55% | 27 |
|
|
2016
Q3 | $1.49M | Buy |
22,328
+1,081
| +5% | +$72K | 0.45% | 26 |
|
|
2016
Q2 | $1.32M | Buy |
21,247
+136
| +0.6% | +$8.45K | 0.41% | 26 |
|
|
2016
Q1 | $1.25M | Sell |
21,111
-22
| -0.1% | -$1.3K | 0.41% | 25 |
|
|
2015
Q4 | $1.4M | Buy |
21,133
+332
| +2% | +$21.9K | 0.44% | 24 |
|
|
2015
Q3 | $1.27M | Buy |
20,801
+109
| +0.5% | +$6.64K | 0.42% | 26 |
|
|
2015
Q2 | $1.4M | Buy |
20,692
+659
| +3% | +$44.7K | 0.43% | 25 |
|
|
2015
Q1 | $1.21M | Buy |
20,033
+13,888
| +226% | +$842K | 0.41% | 23 |
|
|
2014
Q4 | $385K | Sell |
6,145
-98,818
| -94% | -$6.19M | 0.13% | 81 |
|
|
2014
Q3 | $6.32M | Sell |
104,963
-1,405
| -1% | -$84.6K | 2.26% | 22 |
|
|
2014
Q2 | $6.13M | Sell |
106,368
-962
| -0.9% | -$55.4K | 2.22% | 22 |
|
|
2014
Q1 | $6.52M | Sell |
107,330
-57,046
| -35% | -$3.46M | 2.47% | 21 |
|
|
2013
Q4 | $9.61M | Buy |
164,376
+6,632
| +4% | +$388K | 3.84% | 13 |
|
|
2013
Q3 | $8.15M | Buy |
157,744
+2,949
| +2% | +$152K | 3.67% | 12 |
|
|
2013
Q2 | $8.17M | Buy |
+154,795
| New | +$8.17M | 4.04% | 9 |
|