Applied Finance 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 | $27.9M | Buy |
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|
2025
Q1 | $21.9M | Sell |
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|
2024
Q4 | $55.2M | Buy |
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|
2024
Q3 | $41.8M | Sell |
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|
2024
Q2 | $41.7M | Buy |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $23.4M | Buy |
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|
2023
Q3 | $18.1M | Buy |
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|
2023
Q2 | $17.4M | Buy |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $14.9M | Buy |
|