Waters Parkerson & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110M | Sell |
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|
2025
Q2 | $102M | Sell |
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|
2025
Q1 | $87.1M | Sell |
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|
2024
Q4 | $86M | Sell |
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|
2024
Q3 | $76.1M | Sell |
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|
2024
Q2 | $74.1M | Sell |
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|
2024
Q1 | $74.8M | Sell |
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|
2023
Q4 | $64.8M | Sell |
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|
2023
Q3 | $56.4M | Buy |
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|
2023
Q2 | $56.5M | Sell |
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|
2023
Q1 | $50.9M | Buy |
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|
2022
Q4 | $52.3M | Sell |
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|
2022
Q3 | $40.8M | Buy |
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|
2022
Q2 | $43.7M | Buy |
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|
2022
Q1 | $51.8M | Buy |
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|
2021
Q4 | $58.9M | Sell |
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|
2021
Q3 | $61M | Sell |
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|
2021
Q2 | $58.2M | Sell |
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|
2021
Q1 | $57.5M | Sell |
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|
2020
Q4 | $48.1M | Buy |
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|
2020
Q3 | $35.7M | Sell |
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|
2020
Q2 | $35M | Buy |
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|
2020
Q1 | $33.5M | Buy |
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|
2019
Q4 | $51.2M | Sell |
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|
2019
Q3 | $43.3M | Sell |
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|
2019
Q2 | $42M | Sell |
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|
2019
Q1 | $38.1M | Buy |
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|
2018
Q4 | $36.4M | Buy |
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|
2018
Q3 | $41.9M | Sell |
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|
2018
Q2 | $38.7M | Sell |
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|
2018
Q1 | $41.1M | Sell |
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|
2017
Q4 | $41.7M | Sell |
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|
2017
Q3 | $37.6M | Sell |
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|
2017
Q2 | $36.2M | Buy |
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|
2017
Q1 | $34.4M | Sell |
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|
2016
Q4 | $34M | Sell |
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|
2016
Q3 | $26.4M | Buy |
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|
2016
Q2 | $24.2M | Buy |
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|
2016
Q1 | $22M | Buy |
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|
2015
Q4 | $23.5M | Buy |
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|
2015
Q3 | $21.2M | Buy |
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|
2015
Q2 | $23.2M | Buy |
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|
2015
Q1 | $20.2M | Buy |
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|
2014
Q4 | $20.2M | Buy |
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|
2014
Q3 | $19M | Buy |
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|
2014
Q2 | $18.1M | Buy |
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|
2014
Q1 | $18.2M | Sell |
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|
2013
Q4 | $17.7M | Buy |
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|
2013
Q3 | $15.1M | Buy |
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|
2013
Q2 | $15.2M | Buy |
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