AMI Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Sell |
4,216
-928
| -18% | -$282K | 0.08% | 44 |
|
|
2025
Q4 | $1.66M | Sell |
5,144
-117
| -2% | -$36.2K | 0.09% | 42 |
|
|
2025
Q3 | $1.66M | Sell |
5,261
-28
| -0.5% | -$8.33K | 0.09% | 43 |
|
|
2025
Q2 | $1.53M | Sell |
5,289
-2,913
| -36% | -$743K | 0.09% | 40 |
|
|
2025
Q1 | $2.01M | Sell |
8,202
-151
| -2% | -$38.5K | 0.12% | 46 |
|
|
2024
Q4 | $2M | Sell |
8,353
-277
| -3% | -$64.5K | 0.11% | 43 |
|
|
2024
Q3 | $1.82M | Sell |
8,630
-14
| -0.2% | -$2.95K | 0.1% | 45 |
|
|
2024
Q2 | $1.75M | Sell |
8,644
-316
| -4% | -$61.8K | 0.09% | 44 |
|
|
2024
Q1 | $1.79M | Sell |
8,960
-293
| -3% | -$52.9K | 0.09% | 65 |
|
|
2023
Q4 | $1.57M | Sell |
9,253
-153
| -2% | -$23.2K | 0.09% | 64 |
|
|
2023
Q3 | $1.36M | Buy |
9,406
+1,022
| +12% | +$153K | 0.08% | 65 |
|
|
2023
Q2 | $1.22M | Buy |
8,384
+214
| +3% | +$29.4K | 0.07% | 65 |
|
|
2023
Q1 | $1.06M | Sell |
8,170
-149
| -2% | -$20.4K | 0.07% | 66 |
|
|
2022
Q4 | $1.12M | Buy |
8,319
+2,725
| +49% | +$345K | 0.08% | 69 |
|
|
2022
Q3 | $585K | Sell |
5,594
-1,336
| -19% | -$153K | 0.04% | 79 |
|
|
2022
Q2 | $780K | Sell |
6,930
-786
| -10% | -$97.4K | 0.05% | 73 |
|
|
2022
Q1 | $1.05M | Buy |
7,716
+1,272
| +20% | +$188K | 0.06% | 71 |
|
|
2021
Q4 | $1.02M | Buy |
6,444
+778
| +14% | +$128K | 0.05% | 74 |
|
|
2021
Q3 | $927K | Sell |
5,666
-140
| -2% | -$21.9K | 0.05% | 73 |
|
|
2021
Q2 | $903K | Buy |
5,806
+979
| +20% | +$154K | 0.05% | 75 |
|
|
2021
Q1 | $735K | Buy |
4,827
+340
| +8% | +$48.9K | 0.04% | 74 |
|
|
2020
Q4 | $570K | Buy |
4,487
+74
| +2% | +$8.27K | 0.03% | 76 |
|
|
2020
Q3 | $425K | Buy |
4,413
+1,603
| +57% | +$157K | 0.02% | 79 |
|
|
2020
Q2 | $264K | Sell |
2,810
-32
| -1% | -$3.04K | 0.01% | 76 |
|
|
2020
Q1 | $256K | Buy |
2,842
+34
| +1% | +$4.13K | 0.02% | 76 |
|
|
2019
Q4 | $391K | Buy |
2,808
+357
| +15% | +$45.8K | 0.02% | 76 |
|
|
2019
Q3 | $288K | Buy |
2,451
+103
| +4% | +$11.7K | 0.02% | 75 |
|
|
2019
Q2 | $263K | Buy |
+2,348
| New | +$259K | 0.01% | 69 |
|
Other funds holding JPM
VCM
VPM
