Stillwater Investment Management (Minnesota)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.02M | Buy |
38,556
+154
| +0.4% | +$21.1K | 1.35% | 15 |
|
|
2022
Q4 | $5.15M | Buy |
38,402
+300
| +0.8% | +$38K | 1.46% | 13 |
|
|
2022
Q3 | $3.98M | Buy |
38,102
+333
| +0.9% | +$38.2K | 1.23% | 16 |
|
|
2022
Q2 | $4.25M | Buy |
37,769
+821
| +2% | +$102K | 1.26% | 16 |
|
|
2022
Q1 | $5.04M | Buy |
36,948
+185
| +0.5% | +$27.3K | 1.27% | 16 |
|
|
2021
Q4 | $5.82M | Buy |
36,763
+61
| +0.2% | +$10K | 1.43% | 14 |
|
|
2021
Q3 | $6.01M | Sell |
36,702
-155
| -0.4% | -$24.3K | 1.6% | 11 |
|
|
2021
Q2 | $5.73M | Sell |
36,857
-2
| -0% | -$314 | 1.52% | 11 |
|
|
2021
Q1 | $5.61M | Buy |
36,859
+194
| +0.5% | +$27.9K | 1.61% | 10 |
|
|
2020
Q4 | $4.66M | Sell |
36,665
-269
| -0.7% | -$30.1K | 1.44% | 13 |
|
|
2020
Q3 | $3.56M | Buy |
36,934
+1,323
| +4% | +$130K | 1.29% | 17 |
|
|
2020
Q2 | $3.35M | Buy |
35,611
+104
| +0.3% | +$9.87K | 1.32% | 18 |
|
|
2020
Q1 | $3.2M | Buy |
35,507
+966
| +3% | +$117K | 1.52% | 12 |
|
|
2019
Q4 | $4.82M | Buy |
34,541
+209
| +0.6% | +$26.8K | 1.82% | 10 |
|
|
2019
Q3 | $4.04M | Sell |
34,332
-213
| -0.6% | -$24.1K | 1.68% | 11 |
|
|
2019
Q2 | $3.86M | Sell |
34,545
-1,769
| -5% | -$195K | 1.62% | 12 |
|
|
2019
Q1 | $3.68M | Buy |
36,314
+257
| +0.7% | +$26.5K | 1.5% | 14 |
|
|
2018
Q4 | $3.52M | Buy |
36,057
+210
| +0.6% | +$22.4K | 1.65% | 12 |
|
|
2018
Q3 | $4.04M | Sell |
35,847
-1,155
| -3% | -$131K | 1.63% | 13 |
|
|
2018
Q2 | $3.86M | Sell |
37,002
-778
| -2% | -$85.3K | 1.66% | 13 |
|
|
2018
Q1 | $4.16M | Buy |
37,780
+221
| +0.6% | +$25K | 1.81% | 12 |
|
|
2017
Q4 | $4.02M | Buy |
37,559
+57
| +0.2% | +$5.77K | 2.44% | 11 |
|
|
2017
Q3 | $3.58M | Sell |
37,502
-286
| -0.8% | -$26.4K | 1.63% | 12 |
|
|
2017
Q2 | $3.45M | Buy |
37,788
+63
| +0.2% | +$5.44K | 1.64% | 12 |
|
|
2017
Q1 | $3.31M | Buy |
37,725
+852
| +2% | +$75.2K | 1.59% | 12 |
|
|
2016
Q4 | $3.18M | Sell |
36,873
-196
| -0.5% | -$14.9K | 1.64% | 11 |
|
|
2016
Q3 | $2.47M | Buy |
37,069
+1,081
| +3% | +$70.5K | 1.34% | 17 |
|
|
2016
Q2 | $2.24M | Sell |
35,988
-234
| -0.6% | -$14.6K | 1.27% | 22 |
|
|
2016
Q1 | $2.15M | Buy |
36,222
+579
| +2% | +$33.8K | 1.27% | 21 |
|
|
2015
Q4 | $2.35M | Sell |
35,643
-1
| -0% | -$65 | 1.47% | 16 |
|
|
2015
Q3 | $2.17M | Buy |
35,644
+53
| +0.1% | +$3.47K | 1.46% | 14 |
|
|
2015
Q2 | $2.41M | Buy |
35,591
+216
| +0.6% | +$14.1K | 1.53% | 12 |
|
|
2015
Q1 | $2.14M | Buy |
35,375
+208
| +0.6% | +$12.3K | 1.38% | 18 |
|
|
2014
Q4 | $2.2M | Sell |
35,167
-251
| -0.7% | -$15.1K | 1.48% | 15 |
|
|
2014
Q3 | $2.13M | Buy |
35,418
+279
| +0.8% | +$16.3K | 1.5% | 15 |
|
|
2014
Q2 | $2.02M | Sell |
35,139
-64
| -0.2% | -$3.6K | 1.46% | 17 |
|
|
2014
Q1 | $2.14M | Sell |
35,203
-79
| -0.2% | -$4.57K | 1.63% | 13 |
|
|
2013
Q4 | $2.06M | Buy |
+35,282
| New | +$1.93M | 1.58% | 14 |
|
Other funds holding JPM
Stillwater Investment Management (Minnesota)'s JPM Position: Q1 2023 in Review
Stillwater Investment Management (Minnesota) increased its JPMorgan Chase (JPM) stake by 0.4% in Q1 2023, buying an estimated $21.1K and bringing the position to 38,556 shares worth $5.02M. The position accounts for 1.35% of the portfolio, ranked #15.
Stillwater Investment Management (Minnesota) first reported a position in JPM in Q4 2013 and has held it in 38 quarters since. The position peaked at $6.01M in Q3 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.
- Stillwater Investment Management (Minnesota) held 38,556 shares of JPMorgan Chase worth $5.02M as of Q1 2023.
- Stillwater Investment Management (Minnesota) bought 154 JPMorgan Chase shares in Q1 2023, an estimated $21.1K.
- JPMorgan Chase made up 1.35% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #15 holding.
- Stillwater Investment Management (Minnesota) first reported a position in JPMorgan Chase in Q4 2013 and has held it in 38 quarters since.
- Stillwater Investment Management (Minnesota)'s JPMorgan Chase position peaked at $6.01M in Q3 2021.
- 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.
Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.