AGF Management’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 | $174M | Buy |
599,394
+16,167
| +3% | +$4.69M | 0.79% | 36 |
|
|
2025
Q1 | $143M | Sell |
583,227
-21,250
| -4% | -$5.21M | 0.76% | 38 |
|
|
2024
Q4 | $145M | Buy |
604,477
+51,042
| +9% | +$12.2M | 0.72% | 41 |
|
|
2024
Q3 | $117M | Sell |
553,435
-10,787
| -2% | -$2.27M | 0.59% | 48 |
|
|
2024
Q2 | $114M | Sell |
564,222
-16,432
| -3% | -$3.32M | 0.63% | 48 |
|
|
2024
Q1 | $116M | Sell |
580,654
-18,759
| -3% | -$3.74M | 0.64% | 44 |
|
|
2023
Q4 | $102M | Sell |
599,413
-3,899
| -0.6% | -$663K | 0.6% | 53 |
|
|
2023
Q3 | $87.5M | Sell |
603,312
-4,599
| -0.8% | -$667K | 0.62% | 54 |
|
|
2023
Q2 | $88.4M | Sell |
607,911
-61,401
| -9% | -$8.93M | 0.64% | 55 |
|
|
2023
Q1 | $87.2M | Sell |
669,312
-75,579
| -10% | -$9.85M | 0.6% | 52 |
|
|
2022
Q4 | $99.9M | Buy |
+744,891
| New | +$99.9M | 0.73% | 38 |
|