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