Advent 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 | $2.9M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $3M | Sell |
|
|||||
|
2023
Q4 | $3.4M | Buy |
|
|||||
|
2019
Q1 | – | Hold |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $6K | Buy |
|
|||||
|
2015
Q1 | – | Hold |
|
|||||
|
2014
Q4 | – | Hold |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $9.06M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $517K | Buy |
|