Shelter Mutual Insurance’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 | $8.41M | Hold |
29,000
| – | – | 1.95% | 23 |
|
|
2025
Q1 | $7.11M | Hold |
29,000
| – | – | 1.72% | 28 |
|
|
2024
Q4 | $6.95M | Hold |
29,000
| – | – | 1.73% | 29 |
|
|
2024
Q3 | $6.86M | Hold |
29,000
| – | – | 1.64% | 30 |
|
|
2024
Q2 | $5.87M | Hold |
29,000
| – | – | 1.53% | 30 |
|
|
2024
Q1 | $5.81M | Hold |
29,000
| – | – | 1.5% | 30 |
|
|
2023
Q4 | $4.93M | Hold |
29,000
| – | – | 1.36% | 36 |
|
|
2023
Q3 | $4.21M | Hold |
29,000
| – | – | 1.17% | 38 |
|
|
2023
Q2 | $4.22M | Hold |
29,000
| – | – | 1.02% | 41 |
|
|
2023
Q1 | $3.78M | Hold |
29,000
| – | – | 1.05% | 35 |
|
|
2022
Q4 | $3.89M | Hold |
29,000
| – | – | 1.12% | 34 |
|
|
2022
Q3 | $3.03M | Hold |
29,000
| – | – | 0.98% | 36 |
|
|
2022
Q2 | $3.27M | Hold |
29,000
| – | – | 0.99% | 36 |
|
|
2022
Q1 | $3.95M | Hold |
29,000
| – | – | 1.04% | 35 |
|
|
2021
Q4 | $4.59M | Hold |
29,000
| – | – | 1.19% | 34 |
|
|
2021
Q3 | $4.75M | Hold |
29,000
| – | – | 1.34% | 34 |
|
|
2021
Q2 | $4.51M | Hold |
29,000
| – | – | 1.26% | 35 |
|
|
2021
Q1 | $4.42M | Hold |
29,000
| – | – | 1.24% | 34 |
|
|
2020
Q4 | $3.69M | Buy |
+29,000
| New | +$3.69M | 1.16% | 32 |
|