Azimuth Capital Investment Management’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 | $29.9M | Sell |
103,068
-3,837
| -4% | -$1.11M | 1.11% | 16 |
|
2025
Q1 | $26.2M | Sell |
106,905
-2,402
| -2% | -$589K | 1.04% | 24 |
|
2024
Q4 | $26.2M | Sell |
109,307
-2,926
| -3% | -$701K | 1.02% | 20 |
|
2024
Q3 | $23.7M | Sell |
112,233
-2,909
| -3% | -$613K | 0.92% | 28 |
|
2024
Q2 | $23.3M | Sell |
115,142
-3,672
| -3% | -$743K | 0.95% | 24 |
|
2024
Q1 | $23.8M | Sell |
118,814
-9,564
| -7% | -$1.92M | 0.98% | 22 |
|
2023
Q4 | $21.8M | Sell |
128,378
-4,359
| -3% | -$741K | 0.98% | 20 |
|
2023
Q3 | $19.2M | Sell |
132,737
-2,287
| -2% | -$332K | 0.95% | 25 |
|
2023
Q2 | $19.6M | Sell |
135,024
-3,440
| -2% | -$500K | 0.93% | 23 |
|
2023
Q1 | $18M | Sell |
138,464
-1,950
| -1% | -$254K | 0.89% | 28 |
|
2022
Q4 | $18.8M | Sell |
140,414
-6,558
| -4% | -$879K | 0.95% | 25 |
|
2022
Q3 | $15.4M | Sell |
146,972
-441
| -0.3% | -$46.1K | 0.84% | 30 |
|
2022
Q2 | $16.6M | Buy |
+147,413
| New | +$16.6M | 0.84% | 26 |
|