Waters Parkerson & Co’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 | $102M | Sell |
351,321
-3,883
| -1% | -$1.13M | 5.08% | 4 |
|
|
2025
Q1 | $87.1M | Sell |
355,204
-3,711
| -1% | -$910K | 4.65% | 3 |
|
|
2024
Q4 | $86M | Sell |
358,915
-1,935
| -0.5% | -$464K | 4.53% | 4 |
|
|
2024
Q3 | $76.1M | Sell |
360,850
-5,310
| -1% | -$1.12M | 3.86% | 6 |
|
|
2024
Q2 | $74.1M | Sell |
366,160
-7,527
| -2% | -$1.52M | 3.94% | 5 |
|
|
2024
Q1 | $74.8M | Sell |
373,687
-7,502
| -2% | -$1.5M | 3.84% | 6 |
|
|
2023
Q4 | $64.8M | Sell |
381,189
-7,687
| -2% | -$1.31M | 3.59% | 6 |
|
|
2023
Q3 | $56.4M | Buy |
388,876
+590
| +0.2% | +$85.6K | 3.37% | 6 |
|
|
2023
Q2 | $56.5M | Sell |
388,286
-2,446
| -0.6% | -$356K | 3.19% | 6 |
|
|
2023
Q1 | $50.9M | Buy |
390,732
+836
| +0.2% | +$109K | 3.01% | 6 |
|
|
2022
Q4 | $52.3M | Sell |
389,896
-948
| -0.2% | -$127K | 3.15% | 7 |
|
|
2022
Q3 | $40.8M | Buy |
390,844
+2,642
| +0.7% | +$276K | 2.74% | 8 |
|
|
2022
Q2 | $43.7M | Buy |
388,202
+8,489
| +2% | +$956K | 2.76% | 8 |
|
|
2022
Q1 | $51.8M | Buy |
379,713
+7,775
| +2% | +$1.06M | 2.89% | 7 |
|
|
2021
Q4 | $58.9M | Sell |
371,938
-826
| -0.2% | -$131K | 3.11% | 8 |
|
|
2021
Q3 | $61M | Sell |
372,764
-1,103
| -0.3% | -$181K | 3.51% | 6 |
|
|
2021
Q2 | $58.2M | Sell |
373,867
-3,721
| -1% | -$579K | 3.36% | 7 |
|
|
2021
Q1 | $57.5M | Sell |
377,588
-1,036
| -0.3% | -$158K | 3.55% | 5 |
|
|
2020
Q4 | $48.1M | Buy |
378,624
+7,885
| +2% | +$1M | 3.21% | 8 |
|
|
2020
Q3 | $35.7M | Sell |
370,739
-1,700
| -0.5% | -$164K | 2.68% | 12 |
|
|
2020
Q2 | $35M | Buy |
372,439
+70
| +0% | +$6.58K | 2.84% | 10 |
|
|
2020
Q1 | $33.5M | Buy |
372,369
+4,906
| +1% | +$442K | 3.26% | 7 |
|
|
2019
Q4 | $51.2M | Sell |
367,463
-848
| -0.2% | -$118K | 3.84% | 3 |
|
|
2019
Q3 | $43.3M | Sell |
368,311
-6,963
| -2% | -$819K | 3.49% | 4 |
|
|
2019
Q2 | $42M | Sell |
375,274
-1,363
| -0.4% | -$152K | 3.4% | 4 |
|
|
2019
Q1 | $38.1M | Buy |
376,637
+3,767
| +1% | +$381K | 3.2% | 6 |
|
|
2018
Q4 | $36.4M | Buy |
372,870
+1,591
| +0.4% | +$155K | 3.51% | 5 |
|
|
2018
Q3 | $41.9M | Sell |
371,279
-453
| -0.1% | -$51.1K | 3.42% | 4 |
|
|
2018
Q2 | $38.7M | Sell |
371,732
-1,782
| -0.5% | -$186K | 3.33% | 5 |
|
|
2018
Q1 | $41.1M | Sell |
373,514
-16,715
| -4% | -$1.84M | 3.6% | 3 |
|
|
2017
Q4 | $41.7M | Sell |
390,229
-3,274
| -0.8% | -$350K | 3.51% | 3 |
|
|
2017
Q3 | $37.6M | Sell |
393,503
-2,182
| -0.6% | -$208K | 3.32% | 6 |
|
|
2017
Q2 | $36.2M | Buy |
395,685
+4,282
| +1% | +$391K | 3.35% | 3 |
|
|
2017
Q1 | $34.4M | Sell |
391,403
-2,447
| -0.6% | -$215K | 3.25% | 3 |
|
|
2016
Q4 | $34M | Sell |
393,850
-2,302
| -0.6% | -$199K | 3.43% | 2 |
|
|
2016
Q3 | $26.4M | Buy |
396,152
+6,392
| +2% | +$426K | 2.7% | 9 |
|
|
2016
Q2 | $24.2M | Buy |
389,760
+18,811
| +5% | +$1.17M | 2.59% | 9 |
|
|
2016
Q1 | $22M | Buy |
370,949
+14,654
| +4% | +$868K | 2.43% | 14 |
|
|
2015
Q4 | $23.5M | Buy |
356,295
+8,192
| +2% | +$541K | 2.7% | 9 |
|
|
2015
Q3 | $21.2M | Buy |
348,103
+6,384
| +2% | +$389K | 2.7% | 7 |
|
|
2015
Q2 | $23.2M | Buy |
341,719
+8,425
| +3% | +$571K | 2.72% | 8 |
|
|
2015
Q1 | $20.2M | Buy |
333,294
+11,039
| +3% | +$669K | 2.37% | 12 |
|
|
2014
Q4 | $20.2M | Buy |
322,255
+6,247
| +2% | +$391K | 2.39% | 13 |
|
|
2014
Q3 | $19M | Buy |
316,008
+2,510
| +0.8% | +$151K | 2.28% | 17 |
|
|
2014
Q2 | $18.1M | Buy |
313,498
+13,512
| +5% | +$779K | 2.16% | 18 |
|
|
2014
Q1 | $18.2M | Sell |
299,986
-2,403
| -0.8% | -$146K | 2.25% | 16 |
|
|
2013
Q4 | $17.7M | Buy |
302,389
+10,579
| +4% | +$619K | 2.17% | 17 |
|
|
2013
Q3 | $15.1M | Buy |
291,810
+3,365
| +1% | +$174K | 2.03% | 18 |
|
|
2013
Q2 | $15.2M | Buy |
+288,445
| New | +$15.2M | 2.21% | 16 |
|