ARGA Investment 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 Q3	–	Sell	-6,950	Closed	-$2.01M	–	132
2025 Q2	$2.01M	Hold	6,950	–	–	0.06%	41
2025 Q1	$1.7M	Hold	6,950	–	–	0.06%	47
2024 Q4	$1.67M	Hold	6,950	–	–	0.05%	53
2024 Q3	$1.47M	Hold	6,950	–	–	0.05%	73
2024 Q2	$1.41M	Hold	6,950	–	–	0.05%	70
2024 Q1	$1.39M	Sell	6,950 -787	-10%	-$142K	0.05%	63
2023 Q4	$1.32M	Hold	7,737	–	–	0.05%	69
2023 Q3	$1.12M	Sell	7,737 -3,844	-33%	-$576K	0.05%	57
2023 Q2	$1.68M	Hold	11,581	–	–	0.06%	47
2023 Q1	$1.51M	Buy	11,581 +1,232	+12%	+$169K	0.06%	47
2022 Q4	$1.39M	Hold	10,349	–	–	0.06%	46
2022 Q3	$1.08M	Buy	10,349 +3,062	+42%	+$351K	0.06%	50
2022 Q2	$821K	Buy	+7,287	New	+$903K	0.05%	51
2019 Q4	–	Sell	-50,233	Closed	-$5.91M	–	61
2019 Q3	$5.91M	Buy	50,233 +291	+0.6%	+$32.9K	0.74%	16
2019 Q2	$5.58M	Buy	49,942 +15,575	+45%	+$1.72M	0.82%	17
2019 Q1	$3.48M	Hold	34,367	–	–	0.52%	19
2018 Q4	$3.35M	Sell	34,367 -15,841	-32%	-$1.69M	0.55%	17
2018 Q3	$5.67M	Buy	50,208 +2,499	+5%	+$284K	0.8%	11
2018 Q2	$4.97M	Sell	47,709 -9,700	-17%	-$1.06M	0.61%	15
2018 Q1	$6.31M	Sell	57,409 -475	-0.8%	-$53.8K	0.72%	15
2017 Q4	$6.19M	Sell	57,884 -18,816	-25%	-$1.91M	0.69%	15
2017 Q3	$7.33M	Hold	76,700	–	–	0.87%	14
2017 Q2	$7.01M	Buy	76,700 +59,500	+346%	+$5.13M	0.97%	14
2017 Q1	$1.51M	Buy	17,200 +1,100	+7%	+$97K	0.22%	37
2016 Q4	$1.39M	Buy	16,100 +12,200	+313%	+$930K	0.31%	30
2016 Q3	$260K	Buy	+3,900	New	+$254K	0.07%	38
2016 Q2	–	Sell	-39,600	Closed	-$2.35M	–	36
2016 Q1	$2.35M	Buy	39,600 +3,300	+9%	+$193K	0.78%	19
2015 Q4	$2.4M	Buy	+36,300	New	+$2.36M	0.8%	16