American Trust’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
Q3 | $11.8M | Buy |
|
|||||
|
2025
Q2 | $10.8M | Buy |
|
|||||
|
2025
Q1 | $8.91M | Sell |
|
|||||
|
2024
Q4 | $8.77M | Sell |
|
|||||
|
2024
Q3 | $7.72M | Sell |
|
|||||
|
2024
Q2 | $8.4M | Sell |
|
|||||
|
2024
Q1 | $8.53M | Sell |
|
|||||
|
2023
Q4 | $7.68M | Buy |
|
|||||
|
2023
Q3 | $6.51M | Sell |
|
|||||
|
2023
Q2 | $7.14M | Sell |
|
|||||
|
2023
Q1 | $6.47M | Sell |
|
|||||
|
2022
Q4 | $6.92M | Sell |
|
|||||
|
2022
Q3 | $5.44M | Sell |
|
|||||
|
2022
Q2 | $6.21M | Buy |
|
|||||
|
2022
Q1 | $7.51M | Buy |
|
|||||
|
2021
Q4 | $8.2M | Buy |
|