Stewart & Patten Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $40.4M | Sell |
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|
2023
Q4 | $36.2M | Sell |
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|
2023
Q3 | $31.2M | Sell |
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|
2023
Q2 | $31.5M | Sell |
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|
2023
Q1 | $28.2M | Sell |
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|
2022
Q4 | $29.4M | Buy |
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|
2022
Q3 | $22.8M | Buy |
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|
2022
Q2 | $23.7M | Buy |
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|
2022
Q1 | $27.9M | Sell |
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|
2021
Q4 | $33.1M | Sell |
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|
2021
Q3 | $35.2M | Sell |
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|
2021
Q2 | $34M | Sell |
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|
2021
Q1 | $34.6M | Sell |
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|
2020
Q4 | $31.1M | Sell |
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|
2020
Q3 | $23.9M | Buy |
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|
2020
Q2 | $22.9M | Buy |
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|
2020
Q1 | $21.4M | Sell |
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|
2019
Q4 | $33.5M | Sell |
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|
2019
Q3 | $28.8M | Sell |
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|
2019
Q2 | $27.6M | Buy |
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|
2019
Q1 | $24.8M | Buy |
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|
2018
Q4 | $23.8M | Buy |
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|
2018
Q3 | $27.1M | Sell |
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|
2018
Q2 | $25.9M | Sell |
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|
2018
Q1 | $27.7M | Sell |
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|
2017
Q4 | $29.9M | Sell |
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|
2017
Q3 | $28.2M | Sell |
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|
2017
Q2 | $28.2M | Sell |
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|
2017
Q1 | $27.7M | Sell |
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|
2016
Q4 | $29.5M | Sell |
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|
2016
Q3 | $23.4M | Buy |
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|
2016
Q2 | $21.8M | Buy |
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|
2016
Q1 | $20.7M | Buy |
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|
2015
Q4 | $22.6M | Buy |
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|
2015
Q3 | $20.6M | Sell |
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|
2015
Q2 | $23.1M | Sell |
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|
2015
Q1 | $20.7M | Sell |
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|
2014
Q4 | $21.8M | Sell |
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|
2014
Q3 | $21.3M | Sell |
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|
2014
Q2 | $20.7M | Sell |
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|
2014
Q1 | $22.4M | Sell |
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|
2013
Q4 | $23.6M | Sell |
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|
2013
Q3 | $21.6M | Sell |
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|
2013
Q2 | $23.5M | Buy |
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