Stillwater Capital 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 | $32M | Sell |
110,467
-465
| -0.4% | -$135K | 4.07% | 6 |
|
|
2025
Q1 | $27.2M | Sell |
110,932
-1,478
| -1% | -$363K | 3.8% | 6 |
|
|
2024
Q4 | $26.9M | Buy |
112,410
+297
| +0.3% | +$71.2K | 3.33% | 7 |
|
|
2024
Q3 | $23.6M | Sell |
112,113
-1,370
| -1% | -$289K | 3.05% | 7 |
|
|
2024
Q2 | $23M | Sell |
113,483
-1,678
| -1% | -$339K | 3.2% | 7 |
|
|
2024
Q1 | $23.1M | Sell |
115,161
-462
| -0.4% | -$92.5K | 3.42% | 8 |
|
|
2023
Q4 | $19.7M | Sell |
115,623
-443
| -0.4% | -$75.4K | 3.15% | 8 |
|
|
2023
Q3 | $16.8M | Buy |
116,066
+436
| +0.4% | +$63.2K | 3.06% | 9 |
|
|
2023
Q2 | $16.8M | Buy |
115,630
+56
| +0% | +$8.15K | 2.97% | 10 |
|
|
2023
Q1 | $15.1M | Sell |
115,574
-1,554
| -1% | -$203K | 2.92% | 11 |
|
|
2022
Q4 | $15.7M | Sell |
117,128
-1,185
| -1% | -$159K | 3.31% | 10 |
|
|
2022
Q3 | $12.4M | Sell |
118,313
-6,791
| -5% | -$710K | 2.82% | 13 |
|
|
2022
Q2 | $14.1M | Buy |
125,104
+3,382
| +3% | +$381K | 2.62% | 14 |
|
|
2022
Q1 | $16.6M | Sell |
121,722
-3,428
| -3% | -$467K | 2.67% | 15 |
|
|
2021
Q4 | $19.8M | Sell |
125,150
-2,132
| -2% | -$338K | 3.02% | 11 |
|
|
2021
Q3 | $20.8M | Sell |
127,282
-1,424
| -1% | -$233K | 3.43% | 7 |
|
|
2021
Q2 | $20M | Sell |
128,706
-3,931
| -3% | -$611K | 3.31% | 7 |
|
|
2021
Q1 | $20.2M | Sell |
132,637
-1,837
| -1% | -$280K | 3.66% | 5 |
|
|
2020
Q4 | $17.1M | Sell |
134,474
-291
| -0.2% | -$37K | 3.27% | 7 |
|
|
2020
Q3 | $13M | Buy |
134,765
+2,185
| +2% | +$210K | 2.83% | 12 |
|
|
2020
Q2 | $12.5M | Buy |
132,580
+1,226
| +0.9% | +$115K | 3.01% | 11 |
|
|
2020
Q1 | $11.8M | Buy |
131,354
+284
| +0.2% | +$25.6K | 3.48% | 6 |
|
|
2019
Q4 | $18.3M | Buy |
131,070
+256
| +0.2% | +$35.7K | 4.13% | 5 |
|
|
2019
Q3 | $15.4M | Sell |
130,814
-546
| -0.4% | -$64.3K | 3.91% | 6 |
|
|
2019
Q2 | $14.7M | Sell |
131,360
-12,673
| -9% | -$1.42M | 3.63% | 6 |
|
|
2019
Q1 | $14.6M | Sell |
144,033
-926
| -0.6% | -$93.7K | 3.18% | 8 |
|
|
2018
Q4 | $14.2M | Sell |
144,959
-3,665
| -2% | -$358K | 3.53% | 7 |
|
|
2018
Q3 | $16.8M | Buy |
148,624
+1,538
| +1% | +$174K | 3.48% | 6 |
|
|
2018
Q2 | $15.3M | Sell |
147,086
-1,041
| -0.7% | -$108K | 3.66% | 5 |
|
|
2018
Q1 | $16.3M | Sell |
148,127
-2,329
| -2% | -$256K | 3.92% | 4 |
|
|
2017
Q4 | $16.1M | Sell |
150,456
-85
| -0.1% | -$9.09K | 3.78% | 4 |
|
|
2017
Q3 | $14.4M | Buy |
150,541
+3,129
| +2% | +$299K | 3.72% | 4 |
|
|
2017
Q2 | $13.5M | Buy |
147,412
+1,489
| +1% | +$136K | 3.41% | 6 |
|
|
2017
Q1 | $12.8M | Sell |
145,923
-31,634
| -18% | -$2.78M | 3.41% | 4 |
|
|
2016
Q4 | $15.3M | Sell |
177,557
-3,418
| -2% | -$295K | 4.09% | 1 |
|
|
2016
Q3 | $12.1M | Sell |
180,975
-1,348
| -0.7% | -$89.8K | 3.51% | 6 |
|
|
2016
Q2 | $11.3M | Sell |
182,323
-360
| -0.2% | -$22.4K | 3.38% | 10 |
|
|
2016
Q1 | $10.8M | Sell |
182,683
-2,051
| -1% | -$121K | 3.2% | 12 |
|
|
2015
Q4 | $12.2M | Sell |
184,734
-649
| -0.4% | -$42.9K | 3.74% | 5 |
|
|
2015
Q3 | $11.3M | Buy |
185,383
+16
| +0% | +$976 | 3.86% | 4 |
|
|
2015
Q2 | $12.6M | Buy |
185,367
+1,275
| +0.7% | +$86.4K | 3.63% | 5 |
|
|
2015
Q1 | $11.2M | Buy |
184,092
+3,754
| +2% | +$227K | 3.39% | 11 |
|
|
2014
Q4 | $11.3M | Buy |
180,338
+8,575
| +5% | +$537K | 3.39% | 7 |
|
|
2014
Q3 | $10.3M | Buy |
171,763
+150
| +0.1% | +$9.04K | 3.46% | 5 |
|
|
2014
Q2 | $9.89M | Buy |
171,613
+1,659
| +1% | +$95.6K | 3.36% | 8 |
|
|
2014
Q1 | $10.3M | Buy |
169,954
+866
| +0.5% | +$52.6K | 3.75% | 2 |
|
|
2013
Q4 | $9.89M | Buy |
169,088
+38,964
| +30% | +$2.28M | 3.83% | 2 |
|
|
2013
Q3 | $6.73M | Sell |
130,124
-915
| -0.7% | -$47.3K | 3.97% | 4 |
|
|
2013
Q2 | $6.92M | Buy |
+131,039
| New | +$6.92M | 4.28% | 1 |
|