Aureus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Sell |
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|
2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $4.47M | Buy |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.76M | Sell |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $4.53M | Buy |
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|
2022
Q4 | $4.56M | Sell |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $3.2M | Sell |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $5.09M | Sell |
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|
2021
Q2 | $5.17M | Buy |
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|
2021
Q1 | $4.36M | Buy |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $2.57M | Sell |
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|
2020
Q2 | $2.51M | Buy |
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|
2020
Q1 | $2.29M | Sell |
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|
2019
Q4 | $3.6M | Sell |
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|
2019
Q3 | $3.1M | Sell |
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|
2019
Q2 | $3.01M | Sell |
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|
2019
Q1 | $3.26M | Buy |
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|
2018
Q4 | $3.14M | Buy |
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|
2018
Q3 | $3.6M | Sell |
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|
2018
Q2 | $3.41M | Buy |
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|
2018
Q1 | $3.33M | Buy |
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|
2017
Q4 | $3.22M | Buy |
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|
2017
Q3 | $2.75M | Buy |
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|
2017
Q2 | $2M | Sell |
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $1.56M | Buy |
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|
2016
Q2 | $1.37M | Buy |
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|
2016
Q1 | $1M | Sell |
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|
2015
Q4 | $1.52M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $1.27M | Sell |
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|
2014
Q4 | $1.37M | Buy |
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|
2014
Q3 | $1.31M | Sell |
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|
2014
Q2 | $1.67M | Sell |
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|
2014
Q1 | $2.02M | Buy |
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|
2013
Q4 | $1.8M | Sell |
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|
2013
Q3 | $1.86M | Sell |
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|
2013
Q2 | $2.47M | Buy |
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