Adalta Capital Management’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
Q2 | $14M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $9.9M | Sell |
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|
2024
Q1 | $9.81M | Buy |
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|
2023
Q4 | $8.2M | Sell |
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|
2023
Q3 | $7.01M | Hold |
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|
2023
Q2 | $7.03M | Sell |
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|
2023
Q1 | $6.35M | Buy |
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|
2022
Q4 | $6.52M | Hold |
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|
2022
Q3 | $5.08M | Hold |
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|
2022
Q2 | $5.47M | Sell |
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|
2022
Q1 | $8.03M | Sell |
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|
2021
Q4 | $9.45M | Buy |
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|
2021
Q3 | $8.13M | Hold |
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|
2021
Q2 | $7.73M | Hold |
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|
2021
Q1 | $7.57M | Buy |
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|
2020
Q4 | $6.25M | Hold |
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|
2020
Q3 | $4.74M | Buy |
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|
2020
Q2 | $4.51M | Sell |
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|
2020
Q1 | $4.34M | Sell |
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|
2019
Q4 | $6.97M | Sell |
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|
2019
Q3 | $5.92M | Buy |
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|
2019
Q2 | $5.55M | Buy |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $4.85M | Buy |
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|
2018
Q3 | $5.27M | Buy |
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|
2018
Q2 | $4.82M | Sell |
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|
2018
Q1 | $5.11M | Buy |
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|
2017
Q4 | $4.95M | Buy |
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|
2017
Q3 | $4.3M | Buy |
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|
2017
Q2 | $3.91M | Sell |
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|
2017
Q1 | $3.98M | Buy |
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