Stillwater Investment Management (Minnesota)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.02M | Buy |
38,556
+154
| +0.4% | +$20.1K | 1.35% | 15 |
|
|
2022
Q4 | $5.15M | Buy |
38,402
+300
| +0.8% | +$40.2K | 1.46% | 13 |
|
|
2022
Q3 | $3.98M | Buy |
38,102
+333
| +0.9% | +$34.8K | 1.23% | 16 |
|
|
2022
Q2 | $4.25M | Buy |
37,769
+821
| +2% | +$92.4K | 1.26% | 16 |
|
|
2022
Q1 | $5.04M | Buy |
36,948
+185
| +0.5% | +$25.2K | 1.27% | 16 |
|
|
2021
Q4 | $5.82M | Buy |
36,763
+61
| +0.2% | +$9.66K | 1.43% | 14 |
|
|
2021
Q3 | $6.01M | Sell |
36,702
-155
| -0.4% | -$25.4K | 1.6% | 11 |
|
|
2021
Q2 | $5.73M | Sell |
36,857
-2
| -0% | -$311 | 1.52% | 11 |
|
|
2021
Q1 | $5.61M | Buy |
36,859
+194
| +0.5% | +$29.5K | 1.61% | 10 |
|
|
2020
Q4 | $4.66M | Sell |
36,665
-269
| -0.7% | -$34.2K | 1.44% | 13 |
|
|
2020
Q3 | $3.56M | Buy |
36,934
+1,323
| +4% | +$127K | 1.29% | 17 |
|
|
2020
Q2 | $3.35M | Buy |
35,611
+104
| +0.3% | +$9.78K | 1.32% | 18 |
|
|
2020
Q1 | $3.2M | Buy |
35,507
+966
| +3% | +$87K | 1.52% | 12 |
|
|
2019
Q4 | $4.82M | Buy |
34,541
+209
| +0.6% | +$29.1K | 1.82% | 10 |
|
|
2019
Q3 | $4.04M | Sell |
34,332
-213
| -0.6% | -$25.1K | 1.68% | 11 |
|
|
2019
Q2 | $3.86M | Sell |
34,545
-1,769
| -5% | -$198K | 1.62% | 12 |
|
|
2019
Q1 | $3.68M | Buy |
36,314
+257
| +0.7% | +$26K | 1.5% | 14 |
|
|
2018
Q4 | $3.52M | Buy |
36,057
+210
| +0.6% | +$20.5K | 1.65% | 12 |
|
|
2018
Q3 | $4.05M | Sell |
35,847
-1,155
| -3% | -$130K | 1.63% | 13 |
|
|
2018
Q2 | $3.86M | Sell |
37,002
-778
| -2% | -$81.1K | 1.66% | 13 |
|
|
2018
Q1 | $4.16M | Buy |
37,780
+221
| +0.6% | +$24.3K | 1.81% | 12 |
|
|
2017
Q4 | $4.02M | Buy |
37,559
+57
| +0.2% | +$6.1K | 2.44% | 11 |
|
|
2017
Q3 | $3.58M | Sell |
37,502
-286
| -0.8% | -$27.3K | 1.63% | 12 |
|
|
2017
Q2 | $3.45M | Buy |
37,788
+63
| +0.2% | +$5.76K | 1.64% | 12 |
|
|
2017
Q1 | $3.31M | Buy |
37,725
+852
| +2% | +$74.8K | 1.59% | 12 |
|
|
2016
Q4 | $3.18M | Sell |
36,873
-196
| -0.5% | -$16.9K | 1.64% | 11 |
|
|
2016
Q3 | $2.47M | Buy |
37,069
+1,081
| +3% | +$72K | 1.34% | 17 |
|
|
2016
Q2 | $2.24M | Sell |
35,988
-234
| -0.6% | -$14.5K | 1.27% | 22 |
|
|
2016
Q1 | $2.15M | Buy |
36,222
+579
| +2% | +$34.3K | 1.27% | 21 |
|
|
2015
Q4 | $2.35M | Sell |
35,643
-1
| -0% | -$66 | 1.47% | 16 |
|
|
2015
Q3 | $2.17M | Buy |
35,644
+53
| +0.1% | +$3.23K | 1.46% | 14 |
|
|
2015
Q2 | $2.41M | Buy |
35,591
+216
| +0.6% | +$14.6K | 1.53% | 12 |
|
|
2015
Q1 | $2.14M | Buy |
35,375
+208
| +0.6% | +$12.6K | 1.38% | 18 |
|
|
2014
Q4 | $2.2M | Sell |
35,167
-251
| -0.7% | -$15.7K | 1.48% | 15 |
|
|
2014
Q3 | $2.13M | Buy |
35,418
+279
| +0.8% | +$16.8K | 1.5% | 15 |
|
|
2014
Q2 | $2.03M | Sell |
35,139
-64
| -0.2% | -$3.69K | 1.46% | 17 |
|
|
2014
Q1 | $2.14M | Sell |
35,203
-79
| -0.2% | -$4.8K | 1.63% | 13 |
|
|
2013
Q4 | $2.06M | Buy |
+35,282
| New | +$2.06M | 1.58% | 14 |
|