Stonebridge Capital Management’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 | $638K | Buy |
2,200
+1,200
| +120% | +$348K | 0.25% | 55 |
|
|
2025
Q1 | $245K | Hold |
1,000
| – | – | 0.11% | 76 |
|
|
2024
Q4 | $240K | Hold |
1,000
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $211K | Hold |
1,000
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $202K | Hold |
1,000
| – | – | 0.09% | 81 |
|
|
2024
Q1 | $200K | Buy |
+1,000
| New | +$200K | 0.09% | 79 |
|
|
2020
Q2 | – | Sell |
-18,210
| Closed | -$1.64M | – | 100 |
|
|
2020
Q1 | $1.64M | Sell |
18,210
-725
| -4% | -$65.3K | 0.92% | 32 |
|
|
2019
Q4 | $2.64M | Sell |
18,935
-2,176
| -10% | -$303K | 1.15% | 28 |
|
|
2019
Q3 | $2.49M | Sell |
21,111
-8,960
| -30% | -$1.05M | 1.15% | 26 |
|
|
2019
Q2 | $3.36M | Sell |
30,071
-8,250
| -22% | -$922K | 1.33% | 23 |
|
|
2019
Q1 | $3.88M | Buy |
38,321
+1,710
| +5% | +$173K | 1.42% | 24 |
|
|
2018
Q4 | $3.57M | Buy |
36,611
+905
| +3% | +$88.3K | 1.43% | 25 |
|
|
2018
Q3 | $4.03M | Sell |
35,706
-850
| -2% | -$95.9K | 1.38% | 26 |
|
|
2018
Q2 | $3.79M | Buy |
36,556
+70
| +0.2% | +$7.26K | 1.36% | 26 |
|
|
2018
Q1 | $4.03M | Buy |
36,486
+250
| +0.7% | +$27.6K | 1.47% | 22 |
|
|
2017
Q4 | $4.08M | Sell |
36,236
-850
| -2% | -$95.8K | 1.45% | 24 |
|
|
2017
Q3 | $3.54M | Sell |
37,086
-200
| -0.5% | -$19.1K | 1.33% | 24 |
|
|
2017
Q2 | $3.41M | Buy |
37,286
+125
| +0.3% | +$11.4K | 1.3% | 26 |
|
|
2017
Q1 | $3.26M | Sell |
37,161
-3,450
| -8% | -$303K | 1.32% | 27 |
|
|
2016
Q4 | $3.5M | Sell |
40,611
-11,735
| -22% | -$1.01M | 1.48% | 23 |
|
|
2016
Q3 | $3.49M | Sell |
52,346
-700
| -1% | -$46.6K | 1.5% | 23 |
|
|
2016
Q2 | $3.3M | Sell |
53,046
-900
| -2% | -$55.9K | 1.5% | 22 |
|
|
2016
Q1 | $3.2M | Buy |
53,946
+5,895
| +12% | +$349K | 1.37% | 23 |
|
|
2015
Q4 | $3.17M | Sell |
48,051
-625
| -1% | -$41.3K | 1.34% | 21 |
|
|
2015
Q3 | $2.97M | Sell |
48,676
-800
| -2% | -$48.8K | 1.33% | 23 |
|
|
2015
Q2 | $3.35M | Sell |
49,476
-3,250
| -6% | -$220K | 1.37% | 22 |
|
|
2015
Q1 | $3.19M | Buy |
52,726
+1,425
| +3% | +$86.3K | 1.3% | 23 |
|
|
2014
Q4 | $3.21M | Sell |
51,301
-2,325
| -4% | -$146K | 1.24% | 21 |
|
|
2014
Q3 | $3.23M | Sell |
53,626
-100
| -0.2% | -$6.03K | 1.24% | 23 |
|
|
2014
Q2 | $3.1M | Buy |
53,726
+34,275
| +176% | +$1.97M | 1.17% | 23 |
|
|
2014
Q1 | $1.18M | Sell |
19,451
-5,292
| -21% | -$321K | 0.49% | 42 |
|
|
2013
Q4 | $1.45M | Buy |
24,743
+3,316
| +15% | +$194K | 0.58% | 38 |
|
|
2013
Q3 | $1.11M | Buy |
21,427
+4,090
| +24% | +$211K | 0.5% | 45 |
|
|
2013
Q2 | $915K | Buy |
+17,337
| New | +$915K | 0.43% | 50 |
|