AAP
Aristotle Atlantic Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83M | Sell |
286,454
-6,313
| -2% | -$1.83M | 2.53% | 11 |
|
|
2025
Q1 | $71.8M | Buy |
292,767
+8,816
| +3% | +$2.16M | 2.42% | 11 |
|
|
2024
Q4 | $68.1M | Sell |
283,951
-12,024
| -4% | -$2.88M | 2.14% | 12 |
|
|
2024
Q3 | $62.4M | Buy |
295,975
+6,522
| +2% | +$1.38M | 1.94% | 14 |
|
|
2024
Q2 | $58.5M | Sell |
289,453
-25,606
| -8% | -$5.18M | 1.9% | 15 |
|
|
2024
Q1 | $63.1M | Sell |
315,059
-15,164
| -5% | -$3.04M | 2.06% | 15 |
|
|
2023
Q4 | $56.2M | Buy |
330,223
+372
| +0.1% | +$63.3K | 1.98% | 16 |
|
|
2023
Q3 | $47.8M | Sell |
329,851
-5,493
| -2% | -$797K | 1.92% | 15 |
|
|
2023
Q2 | $48.8M | Buy |
335,344
+48,966
| +17% | +$7.12M | 1.84% | 16 |
|
|
2023
Q1 | $37.3M | Sell |
286,378
-27,354
| -9% | -$3.56M | 1.92% | 13 |
|
|
2022
Q4 | $42.1M | Buy |
313,732
+8,280
| +3% | +$1.11M | 2.36% | 13 |
|
|
2022
Q3 | $31.9M | Buy |
305,452
+131,760
| +76% | +$13.8M | 1.94% | 15 |
|
|
2022
Q2 | $19.6M | Buy |
173,692
+3,767
| +2% | +$424K | 1.5% | 21 |
|
|
2022
Q1 | $23.2M | Sell |
169,925
-1,843
| -1% | -$251K | 1.43% | 22 |
|
|
2021
Q4 | $27.2M | Buy |
171,768
+15,671
| +10% | +$2.48M | 1.58% | 22 |
|
|
2021
Q3 | $25.6M | Buy |
156,097
+2,731
| +2% | +$447K | 1.69% | 21 |
|
|
2021
Q2 | $23.9M | Buy |
153,366
+3,855
| +3% | +$600K | 1.57% | 27 |
|
|
2021
Q1 | $22.8M | Buy |
149,511
+6,806
| +5% | +$1.04M | 1.66% | 24 |
|
|
2020
Q4 | $18.1M | Buy |
142,705
+4,885
| +4% | +$621K | 1.4% | 30 |
|
|
2020
Q3 | $13.3M | Buy |
137,820
+3,224
| +2% | +$310K | 1.17% | 32 |
|
|
2020
Q2 | $12.7M | Buy |
134,596
+11,174
| +9% | +$1.05M | 1.22% | 30 |
|
|
2020
Q1 | $11.1M | Buy |
123,422
+2,473
| +2% | +$223K | 1.7% | 23 |
|
|
2019
Q4 | $16.9M | Buy |
120,949
+3,784
| +3% | +$527K | 2.15% | 16 |
|
|
2019
Q3 | $13.8M | Buy |
117,165
+2,624
| +2% | +$309K | 3.97% | 6 |
|
|
2019
Q2 | $12.8M | Buy |
114,541
+2,850
| +3% | +$319K | 3.72% | 7 |
|
|
2019
Q1 | $11.3M | Buy |
111,691
+1,129
| +1% | +$114K | 3.44% | 9 |
|
|
2018
Q4 | $10.8M | Buy |
110,562
+3,214
| +3% | +$314K | 3.8% | 8 |
|
|
2018
Q3 | $10M | Buy |
107,348
+1,353
| +1% | +$126K | 6.12% | 6 |
|
|
2018
Q2 | $11M | Buy |
105,995
+2,845
| +3% | +$296K | 3.83% | 7 |
|
|
2018
Q1 | $11.3M | Buy |
103,150
+2,738
| +3% | +$301K | 4.09% | 7 |
|
|
2017
Q4 | $10.7M | Buy |
+100,412
| New | +$10.7M | 3.85% | 7 |
|