Violich 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 | $5.56M | Sell |
19,175
-1,085
| -5% | -$315K | 0.78% | 28 |
|
|
2025
Q1 | $4.97M | Buy |
20,260
+135
| +0.7% | +$33.1K | 0.67% | 30 |
|
|
2024
Q4 | $4.82M | Buy |
20,125
+330
| +2% | +$79.1K | 0.63% | 31 |
|
|
2024
Q3 | $4.17M | Buy |
19,795
+100
| +0.5% | +$21.1K | 0.54% | 33 |
|
|
2024
Q2 | $3.98M | Hold |
19,695
| – | – | 0.54% | 32 |
|
|
2024
Q1 | $3.95M | Buy |
19,695
+9,210
| +88% | +$1.84M | 0.56% | 30 |
|
|
2023
Q4 | $1.78M | Sell |
10,485
-2,350
| -18% | -$400K | 0.29% | 43 |
|
|
2023
Q3 | $1.86M | Sell |
12,835
-300
| -2% | -$43.5K | 0.32% | 44 |
|
|
2023
Q2 | $1.91M | Sell |
13,135
-750
| -5% | -$109K | 0.31% | 44 |
|
|
2023
Q1 | $1.81M | Sell |
13,885
-80
| -0.6% | -$10.4K | 0.31% | 45 |
|
|
2022
Q4 | $1.87M | Sell |
13,965
-5,975
| -30% | -$801K | 0.33% | 47 |
|
|
2022
Q3 | $2.08M | Sell |
19,940
-6,896
| -26% | -$721K | 0.39% | 42 |
|
|
2022
Q2 | $3.02M | Sell |
26,836
-1,061
| -4% | -$119K | 0.53% | 38 |
|
|
2022
Q1 | $3.8M | Sell |
27,897
-1,556
| -5% | -$212K | 0.56% | 37 |
|
|
2021
Q4 | $4.66M | Buy |
29,453
+430
| +1% | +$68.1K | 0.67% | 34 |
|
|
2021
Q3 | $4.75M | Buy |
29,023
+1,530
| +6% | +$250K | 0.76% | 32 |
|
|
2021
Q2 | $4.28M | Buy |
27,493
+2,545
| +10% | +$396K | 0.72% | 32 |
|
|
2021
Q1 | $3.8M | Buy |
24,948
+19,235
| +337% | +$2.93M | 0.68% | 34 |
|
|
2020
Q4 | $726K | Buy |
5,713
+93
| +2% | +$11.8K | 0.14% | 62 |
|
|
2020
Q3 | $541K | Sell |
5,620
-339
| -6% | -$32.6K | 0.11% | 70 |
|
|
2020
Q2 | $561K | Sell |
5,959
-761
| -11% | -$71.6K | 0.12% | 71 |
|
|
2020
Q1 | $605K | Buy |
6,720
+3,755
| +127% | +$338K | 0.16% | 69 |
|
|
2019
Q4 | $413K | Hold |
2,965
| – | – | 0.09% | 84 |
|
|
2019
Q3 | $349K | Hold |
2,965
| – | – | 0.08% | 90 |
|
|
2019
Q2 | $331K | Sell |
2,965
-366
| -11% | -$40.9K | 0.08% | 92 |
|
|
2019
Q1 | $337K | Buy |
3,331
+411
| +14% | +$41.6K | 0.09% | 88 |
|
|
2018
Q4 | $285K | Sell |
2,920
-155
| -5% | -$15.1K | 0.08% | 88 |
|
|
2018
Q3 | $347K | Hold |
3,075
| – | – | 0.08% | 87 |
|
|
2018
Q2 | $320K | Buy |
+3,075
| New | +$320K | 0.08% | 89 |
|
|
2017
Q1 | – | Sell |
-1,773
| Closed | -$155K | – | 113 |
|
|
2016
Q4 | $155K | Buy |
+1,773
| New | +$155K | 0.05% | 107 |
|