Tufton 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 | $21.5M | Sell |
74,260
-2,385
| -3% | -$691K | 4.09% | 2 |
|
|
2025
Q1 | $18.8M | Sell |
76,645
-3,385
| -4% | -$830K | 3.62% | 3 |
|
|
2024
Q4 | $19.2M | Sell |
80,030
-639
| -0.8% | -$153K | 3.63% | 4 |
|
|
2024
Q3 | $17M | Sell |
80,669
-2,009
| -2% | -$424K | 3.19% | 4 |
|
|
2024
Q2 | $16.7M | Sell |
82,678
-743
| -0.9% | -$150K | 3.25% | 4 |
|
|
2024
Q1 | $16.7M | Sell |
83,421
-560
| -0.7% | -$112K | 3.28% | 4 |
|
|
2023
Q4 | $14.3M | Sell |
83,981
-2,916
| -3% | -$496K | 3% | 4 |
|
|
2023
Q3 | $12.6M | Sell |
86,897
-135
| -0.2% | -$19.6K | 2.81% | 6 |
|
|
2023
Q2 | $12.7M | Sell |
87,032
-2,642
| -3% | -$384K | 2.73% | 5 |
|
|
2023
Q1 | $11.7M | Buy |
89,674
+467
| +0.5% | +$60.9K | 2.53% | 8 |
|
|
2022
Q4 | $12M | Sell |
89,207
-721
| -0.8% | -$96.7K | 2.63% | 6 |
|
|
2022
Q3 | $9.4M | Sell |
89,928
-34,215
| -28% | -$3.58M | 2.27% | 11 |
|
|
2022
Q2 | $14M | Buy |
124,143
+857
| +0.7% | +$96.5K | 2.61% | 10 |
|
|
2022
Q1 | $16.8M | Sell |
123,286
-1,690
| -1% | -$230K | 2.72% | 7 |
|
|
2021
Q4 | $19.8M | Sell |
124,976
-351
| -0.3% | -$55.6K | 3.04% | 5 |
|
|
2021
Q3 | $20.5M | Sell |
125,327
-1,142
| -0.9% | -$187K | 3.47% | 4 |
|
|
2021
Q2 | $19.7M | Sell |
126,469
-4,245
| -3% | -$660K | 3.23% | 4 |
|
|
2021
Q1 | $19.9M | Sell |
130,714
-2,305
| -2% | -$351K | 3.4% | 4 |
|
|
2020
Q4 | $16.9M | Buy |
133,019
+950
| +0.7% | +$121K | 3.12% | 6 |
|
|
2020
Q3 | $12.7M | Sell |
132,069
-1,015
| -0.8% | -$97.7K | 2.63% | 8 |
|
|
2020
Q2 | $12.5M | Buy |
133,084
+131
| +0.1% | +$12.3K | 2.76% | 7 |
|
|
2020
Q1 | $12M | Buy |
132,953
+1,291
| +1% | +$116K | 3.07% | 4 |
|
|
2019
Q4 | $18.4M | Sell |
131,662
-470
| -0.4% | -$65.5K | 3.61% | 2 |
|
|
2019
Q3 | $15.6M | Sell |
132,132
-1,319
| -1% | -$155K | 3.28% | 3 |
|
|
2019
Q2 | $14.9M | Sell |
133,451
-110
| -0.1% | -$12.3K | 3.15% | 2 |
|
|
2019
Q1 | $13.5M | Buy |
133,561
+1,497
| +1% | +$152K | 2.88% | 4 |
|
|
2018
Q4 | $12.9M | Buy |
132,064
+1,415
| +1% | +$138K | 3.16% | 3 |
|
|
2018
Q3 | $14.7M | Sell |
130,649
-6,623
| -5% | -$747K | 3.14% | 2 |
|
|
2018
Q2 | $14.3M | Sell |
137,272
-3,253
| -2% | -$339K | 3.07% | 2 |
|
|
2018
Q1 | $15.5M | Buy |
140,525
+821
| +0.6% | +$90.3K | 3.05% | 3 |
|
|
2017
Q4 | $14.9M | Sell |
139,704
-1,449
| -1% | -$155K | 2.88% | 3 |
|
|
2017
Q3 | $13.5M | Sell |
141,153
-1,010
| -0.7% | -$96.5K | 2.7% | 3 |
|
|
2017
Q2 | $13M | Sell |
142,163
-18,360
| -11% | -$1.68M | 2.64% | 5 |
|
|
2017
Q1 | $14.1M | Sell |
160,523
-10,357
| -6% | -$910K | 2.78% | 3 |
|
|
2016
Q4 | $14.7M | Sell |
170,880
-6,897
| -4% | -$595K | 2.99% | 3 |
|
|
2016
Q3 | $11.8M | Sell |
177,777
-175
| -0.1% | -$11.7K | 2.39% | 6 |
|
|
2016
Q2 | $11.1M | Sell |
177,952
-5,798
| -3% | -$360K | 2.24% | 7 |
|
|
2016
Q1 | $10.9M | Sell |
183,750
-155
| -0.1% | -$9.18K | 2.71% | 6 |
|
|
2015
Q4 | $12.1M | Sell |
183,905
-1,605
| -0.9% | -$106K | 2.99% | 3 |
|
|
2015
Q3 | $11.3M | Sell |
185,510
-7,112
| -4% | -$434K | 2.49% | 5 |
|
|
2015
Q2 | $13.1M | Sell |
192,622
-15,888
| -8% | -$1.08M | 2.64% | 3 |
|
|
2015
Q1 | $12.6M | Buy |
208,510
+2,390
| +1% | +$145K | 2.32% | 8 |
|
|
2014
Q4 | $12.9M | Sell |
206,120
-4,223
| -2% | -$264K | 2.36% | 7 |
|
|
2014
Q3 | $12.7M | Sell |
210,343
-2,445
| -1% | -$147K | 2.38% | 6 |
|
|
2014
Q2 | $12.3M | Buy |
212,788
+5,475
| +3% | +$315K | 2.48% | 4 |
|
|
2014
Q1 | $12.6M | Buy |
207,313
+647
| +0.3% | +$39.3K | 2.63% | 4 |
|
|
2013
Q4 | $12.1M | Sell |
206,666
-507
| -0.2% | -$29.7K | 2.59% | 4 |
|
|
2013
Q3 | $10.7M | Sell |
207,173
-6,395
| -3% | -$331K | 2.52% | 4 |
|
|
2013
Q2 | $11.3M | Buy |
+213,568
| New | +$11.3M | 2.71% | 3 |
|