Atria Investments’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 | $69.1M | Sell |
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|
2025
Q1 | $60.8M | Sell |
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|
2024
Q4 | $63.1M | Sell |
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|
2024
Q3 | $56.4M | Sell |
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|
2024
Q2 | $55.6M | Buy |
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|
2024
Q1 | $53.7M | Sell |
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|
2023
Q4 | $47.1M | Buy |
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|
2023
Q3 | $39.3M | Buy |
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|
2023
Q2 | $36.2M | Buy |
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|
2023
Q1 | $29.9M | Buy |
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|
2022
Q4 | $29.5M | Buy |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $22.3M | Buy |
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|
2022
Q1 | $26.1M | Buy |
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|
2021
Q4 | $29M | Buy |
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|
2021
Q3 | $27.2M | Buy |
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|
2021
Q2 | $23M | Buy |
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|
2021
Q1 | $21.2M | Sell |
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|
2020
Q4 | $18.2M | Buy |
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|
2020
Q3 | $13.7M | Sell |
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|
2020
Q2 | $13.4M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $15.4M | Buy |
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|
2019
Q3 | $8.96M | Buy |
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|
2019
Q2 | $6.14M | Buy |
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|
2019
Q1 | $4.45M | Sell |
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|
2018
Q4 | $5.14M | Buy |
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|
2018
Q3 | $5.76M | Buy |
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|
2018
Q2 | $4.94M | Buy |
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|
2018
Q1 | $5.12M | Buy |
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|
2017
Q4 | $4.89M | Buy |
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|
2017
Q3 | $3.62M | Buy |
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|
2017
Q2 | $3.35M | Sell |
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|
2017
Q1 | $3.25M | Buy |
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|
2016
Q4 | $2.98M | Buy |
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|
2016
Q3 | $2.09M | Buy |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $735K | Buy |
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|
2015
Q2 | $722K | Sell |
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|
2015
Q1 | $653K | Sell |
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|
2014
Q4 | $889K | Sell |
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|
2014
Q3 | $899K | Sell |
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|
2014
Q2 | $875K | Sell |
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|
2014
Q1 | $957K | Sell |
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|
2013
Q4 | $928K | Sell |
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|
2013
Q3 | $879K | Sell |
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|
2013
Q2 | $996K | Buy |
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