William Frels - Mairs & Power
Holding/activity history for JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,054,197 | 3.17 | Reduce 17.41% | 0.69 | $279.10–320.24 · VW $299.55i | $310,102,590 | SEC |
| 2025 Q4 | 1,276,404 | 3.96 | Reduce 6.25% | 0.25 | $291.38–337.25 · VW $309.64i | $411,282,897 | SEC |
| 2025 Q3 | 1,361,530 | 4.04 | Reduce 9.29% | 0.40 | $290.54–322.25 · VW $308.62i | $429,467,408 | SEC |
| 2025 Q2 | 1,500,966 | 4.30 | Reduce 9.73% | 0.41 | $260.31–302.95 · VW $288.23i | $435,145,053 | SEC |
| 2025 Q1 | 1,662,770 | 4.24 | Reduce 3.01% | 0.12 | $202.16–269.52 · VW $245.23i | $407,877,481 | SEC |
| 2024 Q4 | 1,714,289 | 3.98 | Reduce 0.35% | 0.01 | $229.53–280.25 · VW $258.14i | $410,932,216 | SEC |
| 2024 Q3 | 1,720,372 | 3.41 | Reduce 0.18% | <0.01 | $200.61–254.31 · VW $234.88i | $362,757,640 | SEC |
| 2024 Q2 | 1,723,515 | 3.37 | Add 0.41% | 0.01 | $190.88–225.48 · VW $213.72i | $348,598,144 | SEC |
| 2024 Q1 | 1,716,546 | 3.33 | Reduce 0.61% | 0.02 | $179.20–205.88 · VW $195.90i | $343,824,164 | SEC |
| 2023 Q4 | 1,727,101 | 3.10 | Add 2.48% | 0.07 | $155.82–186.43 · VW $176.10i | $293,779,880 | SEC |
| 2023 Q3 | 1,685,291 | 2.87 | Add 2.21% | 0.06 | $135.19–156.13 · VW $149.13i | $244,400,901 | SEC |
| 2023 Q2 | 1,648,888 | 2.61 | Add 28.19% | 0.57 | $135.45–159.38 · VW $147.05i | $239,814,271 | SEC |
| 2023 Q1 | 1,286,279 | 1.93 | Add 31.01% | 0.46 | $123.11–144.04 · VW $134.29i | $167,615,016 | SEC |
| 2022 Q4 | 981,799 | 1.58 | Add 2.25% | 0.03 | $128.41–144.34 · VW $138.70i | $131,659,246 | SEC |
| 2022 Q3 | 960,193 | 1.27 | Add 86.72% | 0.59 | $101.28–138.18 · VW $125.88i | $100,340,000 | SEC |
| 2022 Q2 | 514,254 | 0.69 | Add 1.79% | 0.01 | $106.06–132.87 · VW $117.55i | $57,910,000 | SEC |
| 2022 Q1 | 505,206 | 0.69 | Add 107.32% | 0.36 | $115.02–143.93 · VW $130.39i | $68,870,000 | SEC |
| 2021 Q4 | 243,681 | 0.36 | Add 9.74% | 0.03 | $139.57–169.81 · VW $150.39i | $38,587,000 | SEC |
| 2021 Q3 | 222,062 | 0.36 | Add 1.09% | <0.01 | $150.49–172.96 · VW $160.76i | $36,349,000 | SEC |
| 2021 Q2 | 219,677 | 0.34 | Reduce 1.10% | <0.01 | $145.71–167.44 · VW $157.70i | $34,169,000 | SEC |
| 2021 Q1 | 222,122 | 0.35 | Reduce 6.98% | 0.02 | $146.69–165.70 · VW $158.88i | $33,814,000 | SEC |
| 2020 Q4 | 238,793 | 0.34 | Reduce 0.20% | <0.01 | $118.11–154.90 · VW $140.06i | $30,343,000 | SEC |
| 2020 Q3 | 239,276 | 0.29 | Reduce 1.09% | <0.01 | $91.38–123.50 · VW $110.92i | $23,035,000 | SEC |
| 2020 Q2 | 241,912 | 0.30 | Reduce 0.29% | <0.01 | $90.78–115.77 · VW $102.25i | $22,754,000 | SEC |
| 2020 Q1 | 242,617 | 0.32 | Reduce 0.44% | <0.01 | $76.91–122.95 · VW $99.06i | $21,843,000 | SEC |
| 2019 Q4 | 243,689 | 0.39 | Reduce 0.69% | <0.01 | $112.66–141.10 · VW $123.29i | $33,970,000 | SEC |
| 2019 Q3 | 245,393 | 0.35 | Reduce 0.76% | <0.01 | $107.32–132.43 · VW $123.84i | $28,880,000 | SEC |
| 2019 Q2 | 247,263 | 0.33 | Reduce 0.81% | <0.01 | $104.34–117.24 · VW $110.48i | $27,644,000 | SEC |
| 2019 Q1 | 249,289 | 0.31 | Add 0.01% | $98.09–117.16 · VW $107.07i | $25,236,000 | SEC | |
| 2018 Q4 | 249,252 | 0.33 | Add 0.08% | <0.01 | $91.11–112.89 · VW $102.79i | $24,332,000 | SEC |
| 2018 Q3 | 249,064 | 0.33 | Reduce 0.12% | <0.01 | $102.73–119.24 · VW $111.05i | $28,104,000 | SEC |
| 2018 Q2 | 249,358 | 0.32 | Reduce 0.37% | <0.01 | $102.20–118.29 · VW $111.69i | $25,983,000 | SEC |
| 2018 Q1 | 250,279 | 0.34 | Reduce 1.92% | <0.01 | $104.96–118.75 · VW $110.24i | $27,523,000 | SEC |
| 2017 Q4 | 255,181 | 0.32 | Reduce 8.07% | 0.03 | $102.20–119.33 · VW $112.34i | $27,289,000 | SEC |
| 2017 Q3 | 277,580 | 0.32 | Reduce 0.76% | <0.01 | $88.08–106.66 · VW $99.75i | $26,512,000 | SEC |
| 2017 Q2 | 279,693 | 0.31 | Reduce 1.23% | <0.01 | $81.65–95.22 · VW $89.25i | $25,564,000 | SEC |
| 2017 Q1 | 283,169 | 0.30 | Add 0.05% | <0.01 | $81.64–93.98 · VW $85.92i | $24,874,000 | SEC |
| 2016 Q4 | 283,039 | 0.31 | Reduce 0.42% | <0.01 | $80.65–91.34 · VW $87.54i | $24,423,000 | SEC |
| 2016 Q3 | 284,243 | 0.25 | Add 1.19% | <0.01 | $65.11–80.53 · VW $75.27i | $18,928,000 | SEC |
| 2016 Q2 | 280,906 | 0.24 | Add 0.77% | <0.01 | $57.05–67.77 · VW $64.11i | $17,455,000 | SEC |
| 2016 Q1 | 278,763 | 0.23 | Reduce 1.35% | <0.01 | $56.67–66.20 · VW $62.71i | $16,508,000 | SEC |
| 2015 Q4 | 282,580 | 0.28 | Reduce 0.61% | <0.01 | $52.50–68.00 · VW $58.93i | $18,659,000 | SEC |
| 2015 Q3 | 284,324 | 0.27 | Reduce 3.54% | <0.01 | $58.53–69.03 · VW $64.75i | $17,335,000 | SEC |
| 2015 Q2 | 294,767 | 0.28 | Reduce 3.13% | <0.01 | $50.07–70.61 · VW $61.59i | $19,973,000 | SEC |
| 2015 Q1 | 304,304 | 0.25 | Add 0.34% | <0.01 | $58.87–67.19 · VW $63.95i | $18,435,000 | SEC |
| 2014 Q4 | 303,279 | 0.26 | Add 0.13% | <0.01 | $54.27–63.49 · VW $59.68i | $18,979,000 | SEC |
| 2014 Q3 | 302,894 | 0.27 | Add 0.18% | <0.01 | $54.26–61.93 · VW $58.78i | $18,246,000 | SEC |
| 2014 Q2 | 302,358 | 0.25 | Add 12.97% | 0.03 | $54.96–59.95 · VW $58.12i | $17,422,000 | SEC |
| 2014 Q1 | 267,653 | 0.25 | Add 1.78% | <0.01 | $52.97–61.48 · VW $56.67i | $16,249,000 | SEC |
| 2013 Q4 | 262,968 | 0.25 | Reduce 0.94% | <0.01 | $54.20–59.82 · VW $56.95i | $15,378,000 | SEC |
| 2013 Q3 | 265,463 | 0.25 | Reduce 13.84% | 0.05 | $50.06–58.14 · VW $55.14i | $13,722,000 | SEC |
| 2013 Q2 | 308,122 | 0.33 | Add 8.20% | 0.03 | $50.11–56.93 · VW $52.52i | $16,266,000 | SEC |
| 2013 Q1 | 284,759 | 0.14 | Reduce 3.29% | 0.01 | $46.05–55.90 · VW $52.18i | $13,515,000 | SEC |
| 2012 Q4 | 294,445 | 0.32 | Reduce 1.14% | <0.01 | $40.20–49.68 · VW $46.27i | $12,946,000 | SEC |
| 2012 Q3 | 297,852 | 0.30 | Add 3.08% | <0.01 | $36.78–43.54 · VW $40.47i | $12,057,000 | SEC |
| 2012 Q2 | 288,948 | 0.27 | Add 0.20% | <0.01 | $30.83–38.86 · VW $35.61i | $10,324,000 | SEC |
| 2012 Q1 | 288,372 | 0.34 | Reduce 3.39% | <0.01 | $32.26–46.49 · VW $37.30i | $13,259,000 | SEC |
| 2011 Q4 | 298,499 | 0.29 | Reduce 3.02% | <0.01 | $30.03–39.94 · VW $36.40i | $9,925,000 | SEC |
| 2011 Q3 | 307,798 | 0.30 | Add 30.90% | 0.07 | $27.85–37.82 · VW $32.21i | $9,271,000 | SEC |
| 2011 Q2 | 235,137 | 0.13 | Reduce 0.67% | <0.01 | $32.31–42.99 · VW $37.62i | $9,627,000 | SEC |
| 2011 Q1 | 236,731 | 0.30 | Reduce 1.11% | <0.01 | $41.69–47.80 · VW $44.24i | $10,913,000 | SEC |
| 2010 Q4 | 239,387 | 0.29 | Add 7.23% | 0.02 | $37.65–48.36 · VW $44.23i | $10,155,000 | SEC |
| 2010 Q3 | 223,243 | 0.13 | Add 6.58% | <0.01 | $36.21–41.50 · VW $38.37i | $8,496,629,000 | SEC |
| 2010 Q2 | 209,453 | 0.26 | Add 6.39% | 0.02 | $35.16–41.70 · VW $37.74i | $7,668,074,000 | SEC |
| 2010 Q1 | 196,878 | 0.13 | Add 1.66% | <0.01 | $37.02–48.20 · VW $41.60i | $8,810,291,000 | SEC |
| 2009 Q4 | 193,663 | 0.13 | Add 3.72% | <0.01 | $37.03–45.19 · VW $41.40i | $8,069,937,000 | SEC |
| 2009 Q3 | 186,721 | 0.14 | Add 3.88% | <0.01 | $40.53–47.47 · VW $43.50i | $8,182,114,000 | SEC |
| 2009 Q2 | 179,750 | 0.12 | Reduce 3.35% | <0.01 | $31.59–44.24 · VW $39.76i | $6,131,273,000 | SEC |
| 2009 Q1 | 185,975 | 0.11 | Reduce 2.19% | <0.01 | $14.96–38.94 · VW $30.27i | $4,943,216,000 | SEC |
| 2008 Q4 | 190,142 | 0.11 | Reduce 9.13% | 0.01 | $17.70–37.70 · VW $26.08i | $5,995,177,000 | SEC |
| 2008 Q3 | 209,239 | 0.14 | Add 0.86% | <0.01 | $19.69–50.63 · VW $33.99i | $9,771,461,000 | SEC |
| 2008 Q2 | 207,451 | 0.11 | Add 0.90% | <0.01 | $29.24–43.00 · VW $36.91i | $7,117,644,000 | SEC |
| 2008 Q1 | 205,610 | 0.12 | Reduce 1.30% | <0.01 | $36.01–49.95 · VW $42.99i | $8,830,950,000 | SEC |
| 2007 Q4 | 208,310 | 0.19 | Reduce 1.20% | <0.01 | $37.66–49.29 · VW $42.53i | $9,092,732 | SEC |
| 2007 Q3 | 210,835 | 0.12 | Add 1.17% | <0.01 | $40.15–48.06 · VW $44.61i | $9,660,460,000 | SEC |
| 2007 Q2 | 208,388 | 0.12 | Reduce 3.34% | <0.01 | $42.16–52.08 · VW $46.25i | $10,096,399 | SEC |
| 2007 Q1 | 215,588 | 0.13 | Reduce 0.83% | <0.01 | $45.91–53.25 · VW $50.33i | $10,430,147 | SEC |
| 2006 Q4 | 217,388 | 0.13 | Reduce 7.79% | 0.02 | $45.51–51.95 · VW $48.95i | $10,499,840 | SEC |
| 2006 Q3 | 235,765 | 0.30 | Reduce 5.85% | 0.02 | $44.68–48.57 · VW $46.51i | $11,071,524 | SEC |
| 2006 Q2 | 250,406 | 0.27 | Add 13.11% | 0.03 | $39.33–46.10 · VW $43.70i | $10,517,053 | SEC |
| 2006 Q1 | 221,390 | 0.13 | Reduce 2.23% | <0.01 | $40.87–46.80 · VW $43.44i | $9,218,680 | SEC |
| 2005 Q4 | 226,440 | 0.13 | Reduce 0.39% | <0.01 | $37.88–41.95 · VW $40.32i | $8,987,404 | SEC |
| 2005 Q3 | 227,328 | 0.24 | Add 1.65% | <0.01 | $32.92–39.18 · VW $36.78i | $7,713,239 | SEC |
| 2005 Q2 | 223,628 | 0.12 | Add 1.24% | <0.01 | $33.31–36.50 · VW $34.57i | $7,898,541 | SEC |
| 2005 Q1 | 220,888 | 0.13 | Add 0.51% | <0.01 | $33.35–37.79 · VW $35.63i | $7,642,725 | SEC |
| 2004 Q4 | 219,762 | 0.15 | Add 1.54% | <0.01 | $35.90–39.69 · VW $37.38i | $8,572,916 | SEC |
| 2004 Q3 | 216,429 | 0.37 | Add 6.88% | 0.02 | $36.32–40.45 · VW $38.14i | $8,598,724 | SEC |
| 2004 Q2 | 202,498 | 0.35 | Add 0.10% | <0.01 | $35.50–39.80 · VW $38.29i | $7,850,847 | SEC |
| 2004 Q1 | 202,288 | 0.20 | Add 2.17% | <0.01 | $34.62–43.84 · VW $38.43i | $8,485,982 | SEC |
| 2003 Q4 | 197,996 | 0.19 | Add 3.43% | <0.01 | $34.50–41.20 · VW $38.91i | $7,272,393 | SEC |
| 2003 Q3 | 191,421 | 0.20 | Add 0.47% | <0.01 | $33.16–36.99 · VW $35.18i | $6,571,483 | SEC |
| 2003 Q2 | 190,521 | 0.45 | Add 16.70% | 0.06 | $32.40–38.26 · VW $34.96i | $6,512,008 | SEC |
| 2003 Q1 | 163,260 | 0.16 | Reduce 0.37% | <0.01 | $20.13–33.07 · VW $28.69i | $3,870,895 | SEC |
| 2002 Q4 | 163,860 | 0.17 | Add 17.83% | 0.03 | $20.86–28.29 · VW $23.94i | $3,932,640 | SEC |
| 2002 Q3 | 139,060 | 0.12 | Add 13.47% | 0.01 | $15.26–25.75 · VW $22.06i | $2,640,749 | SEC |
| 2002 Q2 | 122,557 | 0.18 | Add 9.61% | 0.02 | $18.22–36.25 · VW $26.96i | $4,157,133 | SEC |
| 2002 Q1 | 111,807 | 0.35 | Buy | 0.35 | $29.05–38.75 · VW $34.58i | $3,985,920 | SEC |
Price snapshot:
Current price$334.53
Avg. buy price$712.64
+/- since buy-53.06%
52-week low$276.43
52-week high$341.91