Bank Julius Baer & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608M | Buy |
2,097,281
+186,492
| +10% | +$54.1M | 1.81% | 13 |
|
|
2025
Q1 | $514M | Sell |
1,910,789
-216,294
| -10% | -$58.2M | 1.68% | 14 |
|
|
2024
Q4 | $550M | Buy |
2,127,083
+134,919
| +7% | +$34.9M | 1.7% | 14 |
|
|
2024
Q3 | $478M | Sell |
1,992,164
-148,341
| -7% | -$35.6M | 1.61% | 14 |
|
|
2024
Q2 | $472M | Sell |
2,140,505
-422,370
| -16% | -$93.1M | 1.8% | 12 |
|
|
2024
Q1 | $511M | Buy |
2,562,875
+340,828
| +15% | +$67.9M | 1.96% | 13 |
|
|
2023
Q4 | $430M | Buy |
2,222,047
+98,897
| +5% | +$19.1M | 1.82% | 12 |
|
|
2023
Q3 | $308M | Buy |
2,123,150
+66,403
| +3% | +$9.63M | 1.79% | 13 |
|
|
2023
Q2 | $299M | Sell |
2,056,747
-46,657
| -2% | -$6.79M | 1.78% | 12 |
|
|
2023
Q1 | $274M | Buy |
2,103,404
+105,197
| +5% | +$13.7M | 1.74% | 13 |
|
|
2022
Q4 | $268M | Buy |
1,998,207
+93,819
| +5% | +$12.6M | 1.83% | 11 |
|
|
2022
Q3 | $199M | Sell |
1,904,388
-84,184
| -4% | -$8.8M | 1.51% | 19 |
|
|
2022
Q2 | $224M | Buy |
1,988,572
+16,985
| +0.9% | +$1.91M | 1.58% | 20 |
|
|
2022
Q1 | $269M | Buy |
1,971,587
+33,584
| +2% | +$4.58M | 1.61% | 16 |
|
|
2021
Q4 | $307M | Sell |
1,938,003
-157,396
| -8% | -$24.9M | 1.64% | 16 |
|
|
2021
Q3 | $343M | Buy |
2,095,399
+34,611
| +2% | +$5.67M | 2.13% | 11 |
|
|
2021
Q2 | $321M | Buy |
2,060,788
+87,724
| +4% | +$13.6M | 2.04% | 10 |
|
|
2021
Q1 | $300M | Buy |
1,973,064
+950,108
| +93% | +$145M | 2.25% | 9 |
|
|
2020
Q4 | $130M | Buy |
1,022,956
+35,464
| +4% | +$4.51M | 1.07% | 24 |
|
|
2020
Q3 | $95.1M | Sell |
987,492
-211,297
| -18% | -$20.3M | 0.93% | 29 |
|
|
2020
Q2 | $113M | Buy |
1,198,789
+1,197,167
| +73,808% | +$113M | 1.31% | 17 |
|
|
2020
Q1 | $146K | Buy |
+1,622
| New | +$146K | ﹤0.01% | 443 |
|