Artisan Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-244,510
| Closed | -$37.2M | – | 340 |
|
|
2021
Q1 | $37.2M | Buy |
+244,510
| New | +$37.2M | 0.05% | 262 |
|
|
2018
Q2 | – | Sell |
-29,255
| Closed | -$3.22M | – | 275 |
|
|
2018
Q1 | $3.22M | Sell |
29,255
-18,134
| -38% | -$1.99M | 0.01% | 253 |
|
|
2017
Q4 | $5.07M | Buy |
+47,389
| New | +$5.07M | 0.01% | 248 |
|
|
2016
Q3 | – | Sell |
-274,601
| Closed | -$17.1M | – | 273 |
|
|
2016
Q2 | $17.1M | Sell |
274,601
-36,052
| -12% | -$2.24M | 0.04% | 220 |
|
|
2016
Q1 | $18.4M | Buy |
310,653
+11,532
| +4% | +$683K | 0.04% | 225 |
|
|
2015
Q4 | $19.8M | Buy |
299,121
+1,249
| +0.4% | +$82.5K | 0.04% | 223 |
|
|
2015
Q3 | $18.2M | Buy |
297,872
+10,492
| +4% | +$640K | 0.04% | 228 |
|
|
2015
Q2 | $19.5M | Buy |
287,380
+14,179
| +5% | +$961K | 0.04% | 227 |
|
|
2015
Q1 | $16.6M | Sell |
273,201
-5,899
| -2% | -$357K | 0.03% | 249 |
|
|
2014
Q4 | $17.5M | Buy |
279,100
+134,941
| +94% | +$8.44M | 0.03% | 274 |
|
|
2014
Q3 | $8.68M | Buy |
+144,159
| New | +$8.68M | 0.02% | 331 |
|