William Frels - Mairs & Power Inc
Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,054,197 | 3.17 | Reduce 17.41% | 0.69 | $294.16 | $310,102,590 | SEC |
| 2025 Q4 | 1,276,404 | 3.96 | Reduce 6.25% | 0.25 | $322.22 | $411,282,897 | SEC |
| 2025 Q3 | 1,361,530 | 4.04 | Reduce 9.29% | 0.40 | $315.43 | $429,467,408 | SEC |
| 2025 Q2 | 1,500,966 | 4.30 | Reduce 9.73% | 0.41 | $289.91 | $435,145,053 | SEC |
| 2025 Q1 | 1,662,770 | 4.24 | Reduce 3.01% | 0.12 | $245.30 | $407,877,481 | SEC |
| 2024 Q4 | 1,714,289 | 3.98 | Reduce 0.35% | 0.01 | $239.71 | $410,932,216 | SEC |
| 2024 Q3 | 1,720,372 | 3.41 | Reduce 0.18% | <0.01 | $210.86 | $362,757,640 | SEC |
| 2024 Q2 | 1,723,515 | 3.37 | Add 0.41% | 0.01 | $202.26 | $348,598,144 | SEC |
| 2024 Q1 | 1,716,546 | 3.33 | Reduce 0.61% | 0.02 | $200.30 | $343,824,164 | SEC |
| 2023 Q4 | 1,727,101 | 3.10 | Add 2.48% | 0.08 | $170.10 | $293,779,880 | SEC |
| 2023 Q3 | 1,685,291 | 2.87 | Add 2.21% | 0.06 | $145.02 | $244,400,901 | SEC |
| 2023 Q2 | 1,648,888 | 2.61 | Add 28.19% | 0.57 | $145.44 | $239,814,271 | SEC |
| 2023 Q1 | 1,286,279 | 1.93 | Add 31.01% | 0.46 | $130.31 | $167,615,016 | SEC |
| 2022 Q4 | 981,799 | 1.58 | Add 2.25% | 0.03 | $134.10 | $131,659,246 | SEC |
| 2022 Q3 | 960,193 | 1.27 | Add 86.72% | 0.59 | $104.50 | $100,340,000 | SEC |
| 2022 Q2 | 514,254 | 0.69 | Add 1.79% | 0.01 | $112.61 | $57,910,000 | SEC |
| 2022 Q1 | 505,206 | 0.69 | Add 107.32% | 0.36 | $136.32 | $68,870,000 | SEC |
| 2021 Q4 | 243,681 | 0.36 | Add 9.74% | 0.03 | $158.35 | $38,587,000 | SEC |
| 2021 Q3 | 222,062 | 0.36 | Add 1.09% | <0.01 | $163.69 | $36,349,000 | SEC |
| 2021 Q2 | 219,677 | 0.34 | Reduce 1.10% | <0.01 | $155.54 | $34,169,000 | SEC |
| 2021 Q1 | 222,122 | 0.35 | Reduce 6.98% | 0.02 | $152.23 | $33,814,000 | SEC |
| 2020 Q4 | 238,793 | 0.34 | Reduce 0.20% | <0.01 | $127.07 | $30,343,000 | SEC |
| 2020 Q3 | 239,276 | 0.29 | Reduce 1.09% | <0.01 | $96.27 | $23,035,000 | SEC |
| 2020 Q2 | 241,912 | 0.30 | Reduce 0.29% | <0.01 | $94.06 | $22,754,000 | SEC |
| 2020 Q1 | 242,617 | 0.32 | Reduce 0.44% | <0.01 | $90.03 | $21,843,000 | SEC |
| 2019 Q4 | 243,689 | 0.39 | Reduce 0.69% | <0.01 | $139.40 | $33,970,000 | SEC |
| 2019 Q3 | 245,393 | 0.35 | Reduce 0.76% | <0.01 | $117.69 | $28,880,000 | SEC |
| 2019 Q2 | 247,263 | 0.33 | Reduce 0.81% | <0.01 | $111.80 | $27,644,000 | SEC |
| 2019 Q1 | 249,289 | 0.31 | Add 0.01% | $101.23 | $25,236,000 | SEC | |
| 2018 Q4 | 249,252 | 0.33 | Add 0.08% | <0.01 | $97.62 | $24,332,000 | SEC |
| 2018 Q3 | 249,064 | 0.33 | Reduce 0.12% | <0.01 | $112.84 | $28,104,000 | SEC |
| 2018 Q2 | 249,358 | 0.32 | Reduce 0.37% | <0.01 | $104.20 | $25,983,000 | SEC |
| 2018 Q1 | 250,279 | 0.34 | Reduce 1.92% | <0.01 | $109.97 | $27,523,000 | SEC |
| 2017 Q4 | 255,181 | 0.32 | Reduce 8.07% | 0.03 | $106.94 | $27,289,000 | SEC |
| 2017 Q3 | 277,580 | 0.32 | Reduce 0.76% | <0.01 | $95.51 | $26,512,000 | SEC |
| 2017 Q2 | 279,693 | 0.31 | Reduce 1.23% | <0.01 | $91.40 | $25,564,000 | SEC |
| 2017 Q1 | 283,169 | 0.30 | Add 0.05% | <0.01 | $87.84 | $24,874,000 | SEC |
| 2016 Q4 | 283,039 | 0.31 | Reduce 0.42% | <0.01 | $86.29 | $24,423,000 | SEC |
| 2016 Q3 | 284,243 | 0.25 | Add 1.19% | <0.01 | $66.59 | $18,928,000 | SEC |
| 2016 Q2 | 280,906 | 0.24 | Add 0.77% | <0.01 | $62.14 | $17,455,000 | SEC |
| 2016 Q1 | 278,763 | 0.23 | Reduce 1.35% | <0.01 | $59.22 | $16,508,000 | SEC |
| 2015 Q4 | 282,580 | 0.28 | Reduce 0.61% | <0.01 | $66.03 | $18,659,000 | SEC |
| 2015 Q3 | 284,324 | 0.27 | Reduce 3.54% | <0.01 | $60.97 | $17,335,000 | SEC |
| 2015 Q2 | 294,767 | 0.28 | Reduce 3.13% | <0.01 | $67.76 | $19,973,000 | SEC |
| 2015 Q1 | 304,304 | 0.25 | Add 0.34% | <0.01 | $60.58 | $18,435,000 | SEC |
| 2014 Q4 | 303,279 | 0.26 | Add 0.13% | <0.01 | $62.58 | $18,979,000 | SEC |
| 2014 Q3 | 302,894 | 0.27 | Add 0.18% | <0.01 | $60.24 | $18,246,000 | SEC |
| 2014 Q2 | 302,358 | 0.25 | Add 12.97% | 0.03 | $57.62 | $17,422,000 | SEC |
| 2014 Q1 | 267,653 | 0.25 | Add 1.78% | <0.01 | $60.71 | $16,249,000 | SEC |
| 2013 Q4 | 262,968 | 0.25 | Reduce 0.94% | <0.01 | $58.48 | $15,378,000 | SEC |
| 2013 Q3 | 265,463 | 0.25 | Reduce 13.84% | 0.05 | $51.69 | $13,722,000 | SEC |
| 2013 Q2 | 308,122 | 0.33 | Add 8.20% | 0.03 | $52.79 | $16,266,000 | SEC |
| 2013 Q1 | 284,759 | 0.14 | Reduce 3.29% | 0.01 | $47.46 | $13,515,000 | SEC |
| 2012 Q4 | 294,445 | 0.32 | Reduce 1.14% | <0.01 | $43.97 | $12,946,000 | SEC |
| 2012 Q3 | 297,852 | 0.30 | Add 3.08% | <0.01 | $40.48 | $12,057,000 | SEC |
| 2012 Q2 | 288,948 | 0.27 | Add 0.20% | <0.01 | $35.73 | $10,324,000 | SEC |
| 2012 Q1 | 288,372 | 0.34 | Reduce 3.39% | <0.01 | $45.98 | $13,259,000 | SEC |
| 2011 Q4 | 298,499 | 0.29 | Reduce 3.02% | <0.01 | $33.25 | $9,925,000 | SEC |
| 2011 Q3 | 307,798 | 0.30 | Buy | 0.30 | $30.12 | $9,271,000 | SEC |
| 2011 Q2 | 0 | 0.00 | Sell 100.00% | 0.30 | SEC | ||
| 2011 Q1 | 236,731 | 0.30 | Reduce 1.11% | <0.01 | $46.10 | $10,913,000 | SEC |
| 2010 Q4 | 239,387 | 0.29 | Add 7.23% | 0.02 | $42.42 | $10,155,000 | SEC |
| 2010 Q3 | 223,243 | 0.13 | Add 13.39% | 0.02 | $38,060.00 | $8,496,629,000 | SEC |
| 2010 Q1 | 196,878 | 0.13 | Add 1.66% | <0.01 | $44,750.00 | $8,810,291,000 | SEC |
| 2009 Q4 | 193,663 | 0.13 | Add 3.72% | <0.01 | $41,670.00 | $8,069,937,000 | SEC |
| 2009 Q3 | 186,721 | 0.13 | Add 3.88% | <0.01 | $43,820.00 | $8,182,114,000 | SEC |
| 2009 Q2 | 179,750 | 0.12 | Reduce 3.35% | <0.01 | $34,110.00 | $6,131,273,000 | SEC |
| 2009 Q1 | 185,975 | 0.11 | Reduce 2.19% | <0.01 | $26,580.00 | $4,943,216,000 | SEC |
| 2008 Q4 | 190,142 | 0.11 | Reduce 9.13% | 0.01 | $31,530.00 | $5,995,177,000 | SEC |
| 2008 Q3 | 209,239 | 0.14 | Add 0.86% | <0.01 | $46,700.00 | $9,771,461,000 | SEC |
| 2008 Q2 | 207,451 | 0.11 | Add 0.90% | <0.01 | $34,310.00 | $7,117,644,000 | SEC |
| 2008 Q1 | 205,610 | 0.12 | Reduce 1.30% | <0.01 | $42,950.00 | $8,830,950,000 | SEC |
| 2007 Q4 | 208,310 | 0.19 | Reduce 1.20% | <0.01 | $43,650.00 | $9,092,732,000 | SEC |
| 2007 Q3 | 210,835 | 0.12 | Add 1.17% | <0.01 | $45,820.00 | $9,660,460,000 | SEC |
| 2007 Q2 | 208,388 | 0.12 | Reduce 3.34% | <0.01 | $48,450.00 | $10,096,399,000 | SEC |
| 2007 Q1 | 215,588 | 0.13 | Reduce 0.83% | <0.01 | $48,380.00 | $10,430,147,000 | SEC |
| 2006 Q4 | 217,388 | 0.13 | Reduce 7.79% | 0.02 | $48,300.00 | $10,499,840,000 | SEC |
| 2006 Q3 | 235,765 | 0.30 | Reduce 5.85% | 0.03 | $46,960.00 | $11,071,524,000 | SEC |
| 2006 Q2 | 250,406 | 0.53 | Add 13.11% | 0.06 | $42,000.00 | $10,517,053,000 | SEC |
| 2006 Q1 | 221,390 | 0.13 | Reduce 2.23% | <0.01 | $41,640.00 | $9,218,680,000 | SEC |
| 2005 Q4 | 226,440 | 0.13 | Reduce 0.39% | <0.01 | $39,690.00 | $8,987,404,000 | SEC |
| 2005 Q3 | 227,328 | 0.24 | Add 1.65% | <0.01 | $33,930.00 | $7,713,239,000 | SEC |
| 2005 Q2 | 223,628 | 0.12 | Add 1.24% | <0.01 | $35,320.00 | $7,898,541,000 | SEC |
| 2005 Q1 | 220,888 | 0.13 | Add 0.51% | <0.01 | $34,600.00 | $7,642,725,000 | SEC |
| 2004 Q4 | 219,762 | 0.15 | Buy | 0.15 | $39,010.00 | $8,572,916,000 | SEC |
| 2004 Q3 | 0 | 0.00 | Sell 100.00% | 0.35 | SEC | ||
| 2004 Q2 | 202,498 | 0.35 | Add 0.10% | <0.01 | $38,770.00 | $7,850,847,000 | SEC |
| 2004 Q1 | 202,288 | 0.20 | Add 2.17% | <0.01 | $41,950.00 | $8,485,982,000 | SEC |
| 2003 Q4 | 197,996 | 0.19 | Add 3.43% | <0.01 | $36,730.00 | $7,272,393,000 | SEC |
| 2003 Q3 | 191,421 | 0.20 | Buy | 0.20 | $34,330.00 | $6,571,483,000 | SEC |
| 2003 Q2 | 0 | 0.00 | Sell 100.00% | 0.16 | SEC | ||
| 2003 Q1 | 163,260 | 0.16 | Reduce 0.37% | <0.01 | $23,710.00 | $3,870,895,000 | SEC |
| 2002 Q4 | 163,860 | 0.17 | Add 17.83% | 0.03 | $24,000.00 | $3,932,640,000 | SEC |
| 2002 Q3 | 139,060 | 0.12 | Add 13.47% | 0.01 | $18,990.00 | $2,640,749,000 | SEC |
| 2002 Q2 | 122,557 | 0.18 | Add 9.61% | 0.02 | $33,920.00 | $4,157,133,000 | SEC |
| 2002 Q1 | 111,807 | 0.35 | Buy | 0.35 | $35,650.00 | $3,985,920,000 | SEC |