Van Strum & Towne’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 | $11.5M | Sell |
39,531
-242
| -0.6% | -$70.2K | 3.62% | 6 |
|
|
2025
Q1 | $9.76M | Buy |
39,773
+1,644
| +4% | +$403K | 3.28% | 7 |
|
|
2024
Q4 | $9.14M | Sell |
38,129
-495
| -1% | -$119K | 3.22% | 7 |
|
|
2024
Q3 | $8.14M | Sell |
38,624
-150
| -0.4% | -$31.6K | 2.82% | 10 |
|
|
2024
Q2 | $7.84M | Sell |
38,774
-255
| -0.7% | -$51.6K | 2.85% | 10 |
|
|
2024
Q1 | $7.82M | Sell |
39,029
-370
| -0.9% | -$74.1K | 2.86% | 10 |
|
|
2023
Q4 | $6.7M | Sell |
39,399
-166
| -0.4% | -$28.2K | 2.63% | 12 |
|
|
2023
Q3 | $5.74M | Sell |
39,565
-485
| -1% | -$70.3K | 2.42% | 12 |
|
|
2023
Q2 | $5.82M | Sell |
40,050
-90
| -0.2% | -$13.1K | 2.41% | 12 |
|
|
2023
Q1 | $5.23M | Sell |
40,140
-750
| -2% | -$97.7K | 2.24% | 13 |
|
|
2022
Q4 | $5.48M | Sell |
40,890
-405
| -1% | -$54.3K | 2.36% | 10 |
|
|
2022
Q3 | $4.32M | Sell |
41,295
-165
| -0.4% | -$17.2K | 1.99% | 17 |
|
|
2022
Q2 | $4.67M | Sell |
41,460
-175
| -0.4% | -$19.7K | 1.99% | 18 |
|
|
2022
Q1 | $5.68M | Buy |
41,635
+32
| +0.1% | +$4.36K | 2.12% | 16 |
|
|
2021
Q4 | $6.59M | Sell |
41,603
-200
| -0.5% | -$31.7K | 2.39% | 15 |
|
|
2021
Q3 | $6.84M | Sell |
41,803
-50
| -0.1% | -$8.19K | 2.7% | 14 |
|
|
2021
Q2 | $6.51M | Sell |
41,853
-425
| -1% | -$66.1K | 3.12% | 11 |
|
|
2021
Q1 | $6.44M | Buy |
42,278
+325
| +0.8% | +$49.5K | 3.25% | 10 |
|
|
2020
Q4 | $5.33M | Buy |
41,953
+835
| +2% | +$106K | 2.96% | 11 |
|
|
2020
Q3 | $3.96M | Buy |
41,118
+1,175
| +3% | +$113K | 2.57% | 12 |
|
|
2020
Q2 | $3.76M | Buy |
39,943
+60
| +0.2% | +$5.64K | 2.62% | 12 |
|
|
2020
Q1 | $3.59M | Sell |
39,883
-370
| -0.9% | -$33.3K | 2.84% | 10 |
|
|
2019
Q4 | $5.61M | Sell |
40,253
-839
| -2% | -$117K | 3.46% | 10 |
|
|
2019
Q3 | $4.84M | Buy |
41,092
+2,635
| +7% | +$310K | 3.2% | 10 |
|
|
2019
Q2 | $4.3M | Sell |
38,457
-103
| -0.3% | -$11.5K | 3.06% | 10 |
|
|
2019
Q1 | $3.9M | Buy |
38,560
+45
| +0.1% | +$4.56K | 2.91% | 10 |
|
|
2018
Q4 | $3.76M | Sell |
38,515
-4,332
| -10% | -$423K | 3.17% | 10 |
|
|
2018
Q3 | $4.84M | Sell |
42,847
-150
| -0.3% | -$16.9K | 3.12% | 9 |
|
|
2018
Q2 | $4.48M | Sell |
42,997
-1,038
| -2% | -$108K | 3.1% | 10 |
|
|
2018
Q1 | $4.84M | Sell |
44,035
-218
| -0.5% | -$24K | 3.4% | 8 |
|
|
2017
Q4 | $4.73M | Sell |
44,253
-3,475
| -7% | -$372K | 3.15% | 10 |
|
|
2017
Q3 | $4.56M | Buy |
47,728
+1,040
| +2% | +$99.3K | 2.97% | 12 |
|
|
2017
Q2 | $4.27M | Buy |
46,688
+1,400
| +3% | +$128K | 2.78% | 12 |
|
|
2017
Q1 | $3.98M | Sell |
45,288
-828
| -2% | -$72.7K | 2.57% | 16 |
|
|
2016
Q4 | $3.98M | Sell |
46,116
-172
| -0.4% | -$14.8K | 2.5% | 16 |
|
|
2016
Q3 | $3.08M | Buy |
46,288
+325
| +0.7% | +$21.6K | 2.03% | 21 |
|
|
2016
Q2 | $2.86M | Sell |
45,963
-521
| -1% | -$32.4K | 1.9% | 24 |
|
|
2016
Q1 | $2.75M | Buy |
46,484
+45
| +0.1% | +$2.67K | 1.82% | 24 |
|
|
2015
Q4 | $3.07M | Buy |
46,439
+140
| +0.3% | +$9.24K | 1.99% | 21 |
|
|
2015
Q3 | $2.82M | Buy |
46,299
+109
| +0.2% | +$6.65K | 1.93% | 25 |
|
|
2015
Q2 | $3.13M | Sell |
46,190
-260
| -0.6% | -$17.6K | 1.93% | 24 |
|
|
2015
Q1 | $2.81M | Buy |
46,450
+795
| +2% | +$48.2K | 1.75% | 26 |
|
|
2014
Q4 | $2.86M | Hold |
45,655
| – | – | 1.77% | 27 |
|
|
2014
Q3 | $2.75M | Buy |
45,655
+905
| +2% | +$54.5K | 1.79% | 26 |
|
|
2014
Q2 | $2.58M | Sell |
44,750
-1,500
| -3% | -$86.4K | 1.68% | 28 |
|
|
2014
Q1 | $2.81M | Buy |
46,250
+175
| +0.4% | +$10.6K | 1.81% | 28 |
|
|
2013
Q4 | $2.69M | Hold |
46,075
| – | – | 1.8% | 29 |
|
|
2013
Q3 | $2.38M | Sell |
46,075
-25,669
| -36% | -$1.33M | 1.78% | 28 |
|
|
2013
Q2 | $3.79M | Buy |
+71,744
| New | +$3.79M | 2.91% | 14 |
|