AssetMark Inc’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
Q2 | $206M | Buy |
|
|||||
|
2025
Q1 | $157M | Buy |
|
|||||
|
2024
Q4 | $147M | Buy |
|
|||||
|
2024
Q3 | $118M | Buy |
|
|||||
|
2024
Q2 | $109M | Buy |
|
|||||
|
2024
Q1 | $30.5M | Sell |
|
|||||
|
2023
Q4 | $26.7M | Buy |
|
|||||
|
2023
Q3 | $18.1M | Buy |
|
|||||
|
2023
Q2 | $16.7M | Buy |
|
|||||
|
2023
Q1 | $14.1M | Buy |
|
|||||
|
2022
Q4 | $12.9M | Buy |
|
|||||
|
2022
Q3 | $8.31M | Buy |
|
|||||
|
2022
Q2 | $6.76M | Buy |
|
|||||
|
2022
Q1 | $5.18M | Buy |
|
|||||
|
2021
Q4 | $2.91M | Buy |
|
|||||
|
2021
Q3 | $993K | Buy |
|
|||||
|
2021
Q2 | $817K | Buy |
|
|||||
|
2021
Q1 | $777K | Sell |
|
|||||
|
2020
Q4 | $746K | Sell |
|
|||||
|
2020
Q3 | $616K | Sell |
|
|||||
|
2020
Q2 | $799K | Sell |
|
|||||
|
2020
Q1 | $1.93M | Buy |
|
|||||
|
2019
Q4 | $1.45M | Buy |
|
|||||
|
2019
Q3 | $1.22M | Sell |
|
|||||
|
2019
Q2 | $2.61M | Buy |
|
|||||
|
2019
Q1 | $2.34M | Sell |
|
|||||
|
2018
Q4 | $2.3M | Sell |
|
|||||
|
2018
Q3 | $27.7M | Buy |
|
|||||
|
2018
Q2 | $24.9M | Buy |
|
|||||
|
2018
Q1 | $26.1M | Sell |
|
|||||
|
2017
Q4 | $27.9M | Buy |
|
|||||
|
2017
Q3 | $24.5M | Sell |
|
|||||
|
2017
Q2 | $36.1M | Buy |
|
|||||
|
2017
Q1 | $32.4M | Buy |
|
|||||
|
2016
Q4 | $29.1M | Buy |
|
|||||
|
2016
Q3 | $21.8M | Sell |
|
|||||
|
2016
Q2 | $20.4M | Buy |
|
|||||
|
2016
Q1 | $18.3M | Buy |
|
|||||
|
2015
Q4 | $17.1M | Buy |
|
|||||
|
2015
Q3 | $11.8M | Buy |
|
|||||
|
2015
Q2 | $610K | Buy |
|
|||||
|
2015
Q1 | $487K | Sell |
|
|||||
|
2014
Q4 | $2.39M | Sell |
|
|||||
|
2014
Q3 | $2.4M | Buy |
|
|||||
|
2014
Q2 | $1.67M | Buy |
|
|||||
|
2014
Q1 | $860K | Sell |
|
|||||
|
2013
Q4 | $856K | Sell |
|
|||||
|
2013
Q3 | $788K | Buy |
|