Tributary 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 | $1.15M | Sell |
3,975
-50
| -1% | -$14.5K | 0.1% | 85 |
|
|
2025
Q1 | $987K | Sell |
4,025
-1,062
| -21% | -$261K | 0.09% | 85 |
|
|
2024
Q4 | $1.22M | Sell |
5,087
-205
| -4% | -$49.1K | 0.09% | 79 |
|
|
2024
Q3 | $1.12M | Sell |
5,292
-247
| -4% | -$52.1K | 0.09% | 72 |
|
|
2024
Q2 | $1.12M | Sell |
5,539
-240
| -4% | -$48.5K | 0.09% | 72 |
|
|
2024
Q1 | $1.16M | Buy |
5,779
+519
| +10% | +$104K | 0.09% | 74 |
|
|
2023
Q4 | $895K | Buy |
5,260
+225
| +4% | +$38.3K | 0.08% | 88 |
|
|
2023
Q3 | $730K | Sell |
5,035
-57
| -1% | -$8.27K | 0.07% | 92 |
|
|
2023
Q2 | $741K | Sell |
5,092
-150
| -3% | -$21.8K | 0.07% | 90 |
|
|
2023
Q1 | $683K | Sell |
5,242
-100
| -2% | -$13K | 0.06% | 90 |
|
|
2022
Q4 | $716K | Sell |
5,342
-100
| -2% | -$13.4K | 0.07% | 88 |
|
|
2022
Q3 | $569K | Sell |
5,442
-93
| -2% | -$9.72K | 0.06% | 98 |
|
|
2022
Q2 | $623K | Sell |
5,535
-75
| -1% | -$8.44K | 0.06% | 90 |
|
|
2022
Q1 | $765K | Sell |
5,610
-250
| -4% | -$34.1K | 0.06% | 147 |
|
|
2021
Q4 | $928K | Sell |
5,860
-59
| -1% | -$9.34K | 0.07% | 147 |
|
|
2021
Q3 | $969K | Sell |
5,919
-1,150
| -16% | -$188K | 0.07% | 144 |
|
|
2021
Q2 | $1.1M | Sell |
7,069
-156
| -2% | -$24.3K | 0.08% | 140 |
|
|
2021
Q1 | $1.1M | Sell |
7,225
-100
| -1% | -$15.2K | 0.09% | 140 |
|
|
2020
Q4 | $931K | Buy |
7,325
+700
| +11% | +$89K | 0.07% | 143 |
|
|
2020
Q3 | $638K | Sell |
6,625
-300
| -4% | -$28.9K | 0.06% | 161 |
|
|
2020
Q2 | $651K | Sell |
6,925
-250
| -3% | -$23.5K | 0.06% | 159 |
|
|
2020
Q1 | $646K | Sell |
7,175
-250
| -3% | -$22.5K | 0.07% | 146 |
|
|
2019
Q4 | $1.04M | Sell |
7,425
-1,000
| -12% | -$139K | 0.07% | 141 |
|
|
2019
Q3 | $992K | Sell |
8,425
-1,000
| -11% | -$118K | 0.07% | 140 |
|
|
2019
Q2 | $1.05M | Sell |
9,425
-1,350
| -13% | -$151K | 0.07% | 139 |
|
|
2019
Q1 | $1.09M | Sell |
10,775
-1,500
| -12% | -$152K | 0.08% | 137 |
|
|
2018
Q4 | $1.2M | Hold |
12,275
| – | – | 0.11% | 125 |
|
|
2018
Q3 | $1.39M | Sell |
12,275
-1,475
| -11% | -$166K | 0.11% | 135 |
|
|
2018
Q2 | $1.43M | Sell |
13,750
-245
| -2% | -$25.5K | 0.11% | 127 |
|
|
2018
Q1 | $1.54M | Sell |
13,995
-1,500
| -10% | -$165K | 0.13% | 120 |
|
|
2017
Q4 | $1.66M | Sell |
15,495
-1,000
| -6% | -$107K | 0.14% | 106 |
|
|
2017
Q3 | $1.58M | Sell |
16,495
-300
| -2% | -$28.6K | 0.14% | 112 |
|
|
2017
Q2 | $1.54M | Sell |
16,795
-1,465
| -8% | -$134K | 0.14% | 114 |
|
|
2017
Q1 | $1.6M | Sell |
18,260
-1,535
| -8% | -$135K | 0.16% | 110 |
|
|
2016
Q4 | $1.71M | Buy |
19,795
+6,650
| +51% | +$574K | 0.2% | 110 |
|
|
2016
Q3 | $875K | Hold |
13,145
| – | – | 0.11% | 158 |
|
|
2016
Q2 | $817K | Hold |
13,145
| – | – | 0.12% | 157 |
|
|
2016
Q1 | $778K | Hold |
13,145
| – | – | 0.12% | 160 |
|
|
2015
Q4 | $868K | Buy |
13,145
+2,000
| +18% | +$132K | 0.14% | 162 |
|
|
2015
Q3 | $680K | Buy |
+11,145
| New | +$680K | 0.11% | 171 |
|
|
2014
Q3 | – | Sell |
-1,110
| Closed | -$64K | – | 167 |
|
|
2014
Q2 | $64K | Buy |
+1,110
| New | +$64K | 0.01% | 151 |
|
|
2014
Q1 | – | Sell |
-870
| Closed | -$51K | – | 168 |
|
|
2013
Q4 | $51K | Sell |
870
-33,700
| -97% | -$1.98M | 0.01% | 172 |
|
|
2013
Q3 | $1.79M | Sell |
34,570
-91,780
| -73% | -$4.74M | 0.37% | 133 |
|
|
2013
Q2 | $6.67M | Buy |
+126,350
| New | +$6.67M | 1.09% | 2 |
|