Ascension Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $698K | Sell |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $936K | Hold |
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|
2022
Q2 | $1.01M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.52M | Hold |
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|
2021
Q2 | $1.45M | Hold |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $489K | Buy |
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|
2020
Q1 | $455K | Hold |
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|
2019
Q4 | $705K | Hold |
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|
2019
Q3 | $595K | Sell |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $532K | Hold |
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|
2018
Q4 | $513K | Hold |
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|
2018
Q3 | $593K | Sell |
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|
2018
Q2 | $589K | Hold |
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|
2018
Q1 | $621K | Hold |
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|
2017
Q4 | $604K | Buy |
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