Atalanta Sosnoff Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198M | Sell |
682,907
-5,836
| -0.8% | -$1.69M | 4.02% | 6 |
|
|
2025
Q1 | $169M | Buy |
688,743
+65,664
| +11% | +$16.1M | 4.04% | 7 |
|
|
2024
Q4 | $149M | Sell |
623,079
-7,224
| -1% | -$1.73M | 3.25% | 8 |
|
|
2024
Q3 | $133M | Sell |
630,303
-2,972
| -0.5% | -$627K | 2.85% | 6 |
|
|
2024
Q2 | $128M | Sell |
633,275
-28,927
| -4% | -$5.85M | 2.89% | 8 |
|
|
2024
Q1 | $133M | Sell |
662,202
-2,644
| -0.4% | -$530K | 3.06% | 7 |
|
|
2023
Q4 | $113M | Sell |
664,846
-6,397
| -1% | -$1.09M | 2.92% | 7 |
|
|
2023
Q3 | $97.3M | Buy |
671,243
+249,617
| +59% | +$36.2M | 2.89% | 7 |
|
|
2023
Q2 | $61.3M | Buy |
421,626
+6,372
| +2% | +$927K | 1.66% | 16 |
|
|
2023
Q1 | $54.1M | Sell |
415,254
-563
| -0.1% | -$73.4K | 1.57% | 19 |
|
|
2022
Q4 | $55.8M | Buy |
415,817
+413,074
| +15,059% | +$55.4M | 1.72% | 18 |
|
|
2022
Q3 | $287K | Sell |
2,743
-490
| -15% | -$51.3K | 0.01% | 76 |
|
|
2022
Q2 | $364K | Sell |
3,233
-946
| -23% | -$107K | 0.01% | 80 |
|
|
2022
Q1 | $570K | Sell |
4,179
-864,341
| -100% | -$118M | 0.01% | 88 |
|
|
2021
Q4 | $138M | Buy |
868,520
+49,774
| +6% | +$7.88M | 2.96% | 6 |
|
|
2021
Q3 | $134M | Buy |
818,746
+4,199
| +0.5% | +$687K | 3.14% | 6 |
|
|
2021
Q2 | $127M | Sell |
814,547
-2,544
| -0.3% | -$396K | 2.93% | 8 |
|
|
2021
Q1 | $124M | Buy |
817,091
+226,806
| +38% | +$34.5M | 3.08% | 7 |
|
|
2020
Q4 | $75M | Buy |
590,285
+17,696
| +3% | +$2.25M | 1.91% | 17 |
|
|
2020
Q3 | $55.1M | Sell |
572,589
-198,681
| -26% | -$19.1M | 1.56% | 20 |
|
|
2020
Q2 | $72.5M | Sell |
771,270
-212,632
| -22% | -$20M | 2.19% | 12 |
|
|
2020
Q1 | $88.6M | Sell |
983,902
-98,513
| -9% | -$8.87M | 3.15% | 6 |
|
|
2019
Q4 | $151M | Buy |
1,082,415
+239,391
| +28% | +$33.4M | 4.49% | 3 |
|
|
2019
Q3 | $99.2M | Buy |
843,024
+82,449
| +11% | +$9.7M | 3.22% | 6 |
|
|
2019
Q2 | $85M | Sell |
760,575
-12,753
| -2% | -$1.43M | 2.68% | 6 |
|
|
2019
Q1 | $78.3M | Sell |
773,328
-343,624
| -31% | -$34.8M | 2.45% | 9 |
|
|
2018
Q4 | $109M | Sell |
1,116,952
-8,097
| -0.7% | -$790K | 3.96% | 4 |
|
|
2018
Q3 | $127M | Sell |
1,125,049
-20,859
| -2% | -$2.35M | 3.8% | 6 |
|
|
2018
Q2 | $119M | Sell |
1,145,908
-15,552
| -1% | -$1.62M | 3.93% | 6 |
|
|
2018
Q1 | $128M | Sell |
1,161,460
-26,393
| -2% | -$2.9M | 4.26% | 5 |
|
|
2017
Q4 | $127M | Sell |
1,187,853
-23,525
| -2% | -$2.52M | 4.13% | 3 |
|
|
2017
Q3 | $116M | Sell |
1,211,378
-21,119
| -2% | -$2.02M | 4% | 4 |
|
|
2017
Q2 | $113M | Sell |
1,232,497
-27,514
| -2% | -$2.51M | 3.98% | 4 |
|
|
2017
Q1 | $111M | Sell |
1,260,011
-29,685
| -2% | -$2.61M | 3.89% | 4 |
|
|
2016
Q4 | $111M | Sell |
1,289,696
-39,992
| -3% | -$3.45M | 3.96% | 3 |
|
|
2016
Q3 | $88.5M | Buy |
1,329,688
+15,856
| +1% | +$1.06M | 3.07% | 5 |
|
|
2016
Q2 | $81.6M | Sell |
1,313,832
-180,084
| -12% | -$11.2M | 2.72% | 10 |
|
|
2016
Q1 | $88.5M | Buy |
1,493,916
+66,447
| +5% | +$3.94M | 2.78% | 7 |
|
|
2015
Q4 | $94.3M | Sell |
1,427,469
-144,264
| -9% | -$9.53M | 2.8% | 7 |
|
|
2015
Q3 | $95.8M | Sell |
1,571,733
-108,570
| -6% | -$6.62M | 3.06% | 8 |
|
|
2015
Q2 | $114M | Buy |
1,680,303
+433,431
| +35% | +$29.4M | 3.12% | 7 |
|
|
2015
Q1 | $75.5M | Buy |
1,246,872
+33,755
| +3% | +$2.04M | 2.01% | 17 |
|
|
2014
Q4 | $75.9M | Sell |
1,213,117
-479,065
| -28% | -$30M | 1.87% | 21 |
|
|
2014
Q3 | $102M | Sell |
1,692,182
-144,313
| -8% | -$8.69M | 2.52% | 13 |
|
|
2014
Q2 | $106M | Sell |
1,836,495
-603,470
| -25% | -$34.8M | 2.32% | 18 |
|
|
2014
Q1 | $148M | Buy |
2,439,965
+24,281
| +1% | +$1.47M | 3.3% | 7 |
|
|
2013
Q4 | $141M | Sell |
2,415,684
-440,700
| -15% | -$25.8M | 3.04% | 5 |
|
|
2013
Q3 | $148M | Sell |
2,856,384
-1,144,515
| -29% | -$59.2M | 3.9% | 3 |
|
|
2013
Q2 | $211M | Buy |
+4,000,899
| New | +$211M | 5.12% | 1 |
|