Arden 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.24M | Sell |
30,864
-984
| -3% | -$192K | 0.87% | 30 |
|
|
2024
Q1 | $6.38M | Sell |
31,848
-185
| -0.6% | -$33.4K | 0.89% | 30 |
|
|
2023
Q4 | $5.45M | Sell |
32,033
-752
| -2% | -$114K | 0.8% | 31 |
|
|
2023
Q3 | $4.75M | Sell |
32,785
-1,571
| -5% | -$235K | 0.79% | 31 |
|
|
2023
Q2 | $5M | Sell |
34,356
-5,186
| -13% | -$713K | 0.82% | 26 |
|
|
2023
Q1 | $5.15M | Sell |
39,542
-773
| -2% | -$106K | 0.93% | 25 |
|
|
2022
Q4 | $5.41M | Buy |
40,315
+2,124
| +6% | +$269K | 1.1% | 17 |
|
|
2022
Q3 | $3.99M | Sell |
38,191
-3,258
| -8% | -$374K | 1.01% | 19 |
|
|
2022
Q2 | $4.67M | Sell |
41,449
-2,523
| -6% | -$313K | 1.07% | 16 |
|
|
2022
Q1 | $5.99M | Sell |
43,972
-2,209
| -5% | -$326K | 1.17% | 15 |
|
|
2021
Q4 | $7.31M | Sell |
46,181
-1,519
| -3% | -$249K | 1.24% | 11 |
|
|
2021
Q3 | $7.81M | Sell |
47,700
-2,197
| -4% | -$344K | 1.33% | 13 |
|
|
2021
Q2 | $7.76M | Sell |
49,897
-10
| -0% | -$1.57K | 1.27% | 12 |
|
|
2021
Q1 | $7.6M | Sell |
49,907
-3,758
| -7% | -$541K | 1.28% | 14 |
|
|
2020
Q4 | $6.82M | Sell |
53,665
-6,898
| -11% | -$771K | 1.13% | 15 |
|
|
2020
Q3 | $5.83M | Sell |
60,563
-254
| -0.4% | -$24.9K | 1.05% | 16 |
|
|
2020
Q2 | $5.72M | Sell |
60,817
-3,305
| -5% | -$314K | 1.05% | 16 |
|
|
2020
Q1 | $5.77M | Sell |
64,122
-5,660
| -8% | -$688K | 1.15% | 14 |
|
|
2019
Q4 | $9.73M | Sell |
69,782
-342
| -0.5% | -$43.9K | 1.53% | 9 |
|
|
2019
Q3 | $8.25M | Sell |
70,124
-2,011
| -3% | -$227K | 1.35% | 12 |
|
|
2019
Q2 | $8.06M | Sell |
72,135
-4,442
| -6% | -$490K | 1.36% | 7 |
|
|
2019
Q1 | $7.75M | Sell |
76,577
-2,185
| -3% | -$225K | 1.25% | 7 |
|
|
2018
Q4 | $7.69M | Sell |
78,762
-1,853
| -2% | -$197K | 1.38% | 5 |
|
|
2018
Q3 | $9.1M | Sell |
80,615
-6,081
| -7% | -$690K | 1.41% | 7 |
|
|
2018
Q2 | $9.03M | Sell |
86,696
-2,796
| -3% | -$307K | 1.43% | 5 |
|
|
2018
Q1 | $9.84M | Sell |
89,492
-2,675
| -3% | -$303K | 1.53% | 5 |
|
|
2017
Q4 | $9.86M | Sell |
92,167
-608
| -0.7% | -$61.6K | 1.49% | 5 |
|
|
2017
Q3 | $8.86M | Sell |
92,775
-786
| -0.8% | -$72.5K | 1.35% | 6 |
|
|
2017
Q2 | $8.55M | Sell |
93,561
-3,606
| -4% | -$311K | 1.31% | 7 |
|
|
2017
Q1 | $8.54M | Sell |
97,167
-170
| -0.2% | -$15K | 1.33% | 7 |
|
|
2016
Q4 | $8.4M | Buy |
97,337
+1,379
| +1% | +$105K | 1.28% | 8 |
|
|
2016
Q3 | $6.39M | Sell |
95,958
-142,974
| -60% | -$9.32M | 0.98% | 15 |
|
|
2016
Q2 | $14.8K | Sell |
238,932
-8,061
| -3% | -$503K | 1.12% | 15 |
|
|
2016
Q1 | $14.6M | Sell |
246,993
-1,572
| -0.6% | -$91.8K | 1.17% | 14 |
|
|
2015
Q4 | $16.4M | Buy |
248,565
+8,596
| +4% | +$560K | 1.38% | 10 |
|
|
2015
Q3 | $14.6M | Buy |
239,969
+75,471
| +46% | +$4.94M | 1.21% | 10 |
|
|
2015
Q2 | $11.1K | Buy |
164,498
+2,619
| +2% | +$171K | 1.67% | 7 |
|
|
2015
Q1 | $9.81K | Buy |
161,879
+54,246
| +50% | +$3.21M | 1.43% | 8 |
|
|
2014
Q4 | $6.74M | Sell |
107,633
-5,592
| -5% | -$337K | 0.93% | 15 |
|
|
2014
Q3 | $6.82M | Sell |
113,225
-3,254
| -3% | -$190K | 0.94% | 16 |
|
|
2014
Q2 | $6.71M | Sell |
116,479
-2,557
| -2% | -$144K | 0.92% | 17 |
|
|
2014
Q1 | $7.23M | Sell |
119,036
-10,173
| -8% | -$588K | 0.89% | 16 |
|
|
2013
Q4 | $7.56M | Sell |
129,209
-3,952
| -3% | -$217K | 0.92% | 15 |
|
|
2013
Q3 | $6.88M | Sell |
133,161
-9,911
| -7% | -$532K | 0.88% | 17 |
|
|
2013
Q2 | $7.55M | Buy |
+143,072
| New | +$7.27M | 0.92% | 13 |
|
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