Atalanta Sosnoff Capital’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 | $198M | Sell |
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|
2025
Q1 | $169M | Buy |
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|
2024
Q4 | $149M | Sell |
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|
2024
Q3 | $133M | Sell |
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|
2024
Q2 | $128M | Sell |
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|
2024
Q1 | $133M | Sell |
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|
2023
Q4 | $113M | Sell |
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|
2023
Q3 | $97.3M | Buy |
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|
2023
Q2 | $61.3M | Buy |
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|
2023
Q1 | $54.1M | Sell |
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|
2022
Q4 | $55.8M | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $138M | Buy |
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|
2021
Q3 | $134M | Buy |
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|
2021
Q2 | $127M | Sell |
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|
2021
Q1 | $124M | Buy |
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|
2020
Q4 | $75M | Buy |
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|
2020
Q3 | $55.1M | Sell |
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|
2020
Q2 | $72.5M | Sell |
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|
2020
Q1 | $88.6M | Sell |
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|
2019
Q4 | $151M | Buy |
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|
2019
Q3 | $99.2M | Buy |
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|
2019
Q2 | $85M | Sell |
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|
2019
Q1 | $78.3M | Sell |
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|
2018
Q4 | $109M | Sell |
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|
2018
Q3 | $127M | Sell |
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|
2018
Q2 | $119M | Sell |
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|
2018
Q1 | $128M | Sell |
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|
2017
Q4 | $127M | Sell |
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|
2017
Q3 | $116M | Sell |
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|
2017
Q2 | $113M | Sell |
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|
2017
Q1 | $111M | Sell |
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|
2016
Q4 | $111M | Sell |
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|
2016
Q3 | $88.5M | Buy |
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|
2016
Q2 | $81.6M | Sell |
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|
2016
Q1 | $88.5M | Buy |
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|
2015
Q4 | $94.3M | Sell |
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|
2015
Q3 | $95.8M | Sell |
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|
2015
Q2 | $114M | Buy |
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|
2015
Q1 | $75.5M | Buy |
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|
2014
Q4 | $75.9M | Sell |
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|
2014
Q3 | $102M | Sell |
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|
2014
Q2 | $106M | Sell |
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|
2014
Q1 | $148M | Buy |
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|
2013
Q4 | $141M | Sell |
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|
2013
Q3 | $148M | Sell |
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|
2013
Q2 | $211M | Buy |
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