Stonebridge 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 | $35M | Sell |
120,558
-8,855
| -7% | -$2.57M | 2.65% | 9 |
|
|
2025
Q1 | $31.7M | Sell |
129,413
-25,854
| -17% | -$6.34M | 2.59% | 8 |
|
|
2024
Q4 | $37.2M | Sell |
155,267
-2,116
| -1% | -$507K | 2.99% | 7 |
|
|
2024
Q3 | $33.2M | Buy |
157,383
+164
| +0.1% | +$34.6K | 2.71% | 8 |
|
|
2024
Q2 | $31.8M | Sell |
157,219
-581
| -0.4% | -$118K | 2.8% | 7 |
|
|
2024
Q1 | $31.6M | Buy |
157,800
+2,719
| +2% | +$545K | 2.84% | 6 |
|
|
2023
Q4 | $26.4M | Buy |
155,081
+1,174
| +0.8% | +$200K | 2.65% | 5 |
|
|
2023
Q3 | $22.3M | Buy |
153,907
+2,102
| +1% | +$305K | 2.46% | 6 |
|
|
2023
Q2 | $22.1M | Buy |
151,805
+2,976
| +2% | +$433K | 2.35% | 6 |
|
|
2023
Q1 | $19.4M | Buy |
148,829
+2,220
| +2% | +$289K | 2.21% | 6 |
|
|
2022
Q4 | $19.7M | Buy |
146,609
+5,991
| +4% | +$803K | 2.33% | 4 |
|
|
2022
Q3 | $14.7M | Buy |
140,618
+7,192
| +5% | +$752K | 1.89% | 6 |
|
|
2022
Q2 | $15M | Buy |
133,426
+6,253
| +5% | +$704K | 1.82% | 7 |
|
|
2022
Q1 | $17.3M | Buy |
127,173
+8,571
| +7% | +$1.17M | 1.87% | 7 |
|
|
2021
Q4 | $18.8M | Buy |
118,602
+2,879
| +2% | +$456K | 2.07% | 7 |
|
|
2021
Q3 | $18.9M | Sell |
115,723
-117,238
| -50% | -$19.2M | 2.3% | 5 |
|
|
2021
Q2 | $35.8M | Buy |
232,961
+116,493
| +100% | +$17.9M | 2.27% | 4 |
|
|
2021
Q1 | $17.7M | Buy |
116,468
+1,828
| +2% | +$278K | 2.35% | 3 |
|
|
2020
Q4 | $14.6M | Buy |
114,640
+2,641
| +2% | +$336K | 2.21% | 5 |
|
|
2020
Q3 | $10.8M | Buy |
111,999
+2,694
| +2% | +$259K | 1.93% | 9 |
|
|
2020
Q2 | $10.3M | Buy |
109,305
+374
| +0.3% | +$35.2K | 1.91% | 6 |
|
|
2020
Q1 | $9.81M | Sell |
108,931
-1,933
| -2% | -$174K | 2.07% | 6 |
|
|
2019
Q4 | $15.5M | Sell |
110,864
-5,232
| -5% | -$729K | 2.52% | 2 |
|
|
2019
Q3 | $13.7M | Sell |
116,096
-112
| -0.1% | -$13.2K | 2.36% | 3 |
|
|
2019
Q2 | $13M | Sell |
116,208
-3,659
| -3% | -$409K | 2.31% | 4 |
|
|
2019
Q1 | $12.1M | Buy |
119,867
+6,665
| +6% | +$675K | 2.26% | 5 |
|
|
2018
Q4 | $11.1M | Buy |
113,202
+965
| +0.9% | +$94.2K | 2.58% | 4 |
|
|
2018
Q3 | $12.7M | Sell |
112,237
-962
| -0.8% | -$109K | 2.55% | 4 |
|
|
2018
Q2 | $11.8M | Buy |
113,199
+1,600
| +1% | +$167K | 2.57% | 2 |
|
|
2018
Q1 | $12.3M | Sell |
111,599
-1,371
| -1% | -$151K | 2.82% | 2 |
|
|
2017
Q4 | $12.1M | Sell |
112,970
-2,119
| -2% | -$227K | 2.77% | 2 |
|
|
2017
Q3 | $11M | Buy |
115,089
+335
| +0.3% | +$32K | 2.7% | 2 |
|
|
2017
Q2 | $10.5M | Buy |
114,754
+2,545
| +2% | +$233K | 2.75% | 2 |
|
|
2017
Q1 | $9.86M | Sell |
112,209
-939
| -0.8% | -$82.5K | 2.68% | 3 |
|
|
2016
Q4 | $9.76M | Sell |
113,148
-2,414
| -2% | -$208K | 2.9% | 2 |
|
|
2016
Q3 | $7.7M | Buy |
115,562
+6,481
| +6% | +$432K | 2.41% | 3 |
|
|
2016
Q2 | $6.78M | Buy |
109,081
+3,954
| +4% | +$246K | 2.3% | 3 |
|
|
2016
Q1 | $6.23M | Buy |
105,127
+1,937
| +2% | +$115K | 2.19% | 6 |
|
|
2015
Q4 | $6.81M | Buy |
103,190
+4,466
| +5% | +$295K | 2.49% | 4 |
|
|
2015
Q3 | $6.02M | Buy |
98,724
+32,213
| +48% | +$1.96M | 2.42% | 5 |
|
|
2015
Q2 | $4.51M | Buy |
66,511
+5,091
| +8% | +$345K | 1.73% | 13 |
|
|
2015
Q1 | $3.72M | Buy |
61,420
+5,200
| +9% | +$315K | 1.44% | 16 |
|
|
2014
Q4 | $3.52M | Buy |
56,220
+2,729
| +5% | +$171K | 1.45% | 14 |
|
|
2014
Q3 | $3.22M | Buy |
53,491
+6,510
| +14% | +$392K | 1.42% | 17 |
|
|
2014
Q2 | $2.71M | Buy |
46,981
+3,782
| +9% | +$218K | 1.22% | 28 |
|
|
2014
Q1 | $2.62M | Buy |
43,199
+2,183
| +5% | +$133K | 1.28% | 25 |
|
|
2013
Q4 | $2.4M | Buy |
+41,016
| New | +$2.4M | 1.24% | 26 |
|